Retirement Insights

GME and WallStreetBets

What Does the GameStop Kerfuffle Mean?

By Bob French, CFA

It’s been a pretty wild ride with GameStop. But while there has been a lot happening, does it actually mean much? We’ve examined the details of what happened elsewhere, so I’m going to focus on some of the bigger questions that this whole affair raises, and specifically how this all impacts long-term investors. So let’s…

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Occam’s – Is the Value Premium Pining for the Fjords?

By Bob French, CFA

There’s no magic formula for investing. The financial markets seem to take some sort of cosmic joy in bringing people back down to Earth. And it’s value investing’s turn – in fact, it’s been value investing’s turn for a while now. To put it mildly, this has been a rough decade and a half for…

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2020 – Q4 Quarterly Market Review

By Bob French, CFA

Q3 2020 – Quarterly Market Review

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Occam’s – What Do Low Interest Rates Mean for Stock Returns?

By Bob French, CFA

Interest rates are one of the key tools that the Federal Reserve has to manage the economy. Changing how much it costs to borrow money (even if the Federal Reserve doesn’t have complete control of this) can slow down an overheating economy or give a slower economy the nudge that it might need. Recently the…

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How To Create a Well-Balanced Portfolio?

By McLean Asset Management

Investing is the best way to build wealth and outpace inflation. But how do you do it? Many have tried to time the market, but history tells us this is not the best method. Instead, a much more sustainable and efficient manner of getting started is to construct a well-diversified portfolio that is suitable, given your risk tolerance and time horizon.

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where and how to save

Where and How to Save?

By McLean Asset Management

As a young adult, prioritizing your long-term financial goals can be daunting. The good news is you can navigate through it with some basic planning. Here are some savings strategies, listed in descending order of priority:

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Basic Insurance Types: Protecting Your Financial Future

By McLean Asset Management

Selecting an insurance product can be a daunting task. With so many options, it may be confusing to know which direction to take. There are several types of insurance products out there, and this article will give you a brief overview of the most common ones.

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Is It Better to Rent or Buy?

Is It Better to Rent Or Buy?

By McLean Asset Management

The decision to become a homeowner is not one to take lightly. It can be both exciting and burdensome and is a personal decision as much as a financial decision. Buying a home is likely one of the most significant purchases you will make, so the question then becomes, When should you buy and when should you rent?

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2020 – Q3 Quarterly Market Review

By Bob French, CFA

Q3 2020 – Quarterly Market Review

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Blog posts linked on this page are intended for convenience, educational, and informational purposes only. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. The adviser does not endeavor to update or remove blog posts and articles after initial publication. No linked content should be construed as individualized advice or recommendations, and the discussions contained are not a substitute for investment advice from a professional adviser. This commentary should not be regarded as a complete analysis of the subjects discussed.