Retirement Insights

2021 – Q1 Quarterly Market Review

By Paula Friedman, CFP®, AIF®, CPFA

Q1 2020 – Quarterly Market Review

Read More
What Happened with GameStop

What Happened With GameStop?

By Bob French, CFA

It’s a bit of an understatement to say that GameStop has been in the news lately. There are a lot of people opining about what is going on, but we want to cut through that and look at what actually happened (we look at what it all means in another article. So what actually happened,…

Read More
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…

Read More

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…

Read More

2020 – Q4 Quarterly Market Review

By Bob French, CFA

Q3 2020 – Quarterly Market Review

Read More

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…

Read More

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.

Read More
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:

Read More

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.

Read More

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.