We continually update our views, contributing to academic journals and industry literature. Our analyses have been published in The Wall Street Journal, Forbes, Money Magazine, Advisor Perspectives and the Journal of Financial Planning; we are also regular contributors to Investment News. Both our latest thinking and an historical archive can be found below. Top-tier industry groups value our thinking as well, as our expertise is tapped for the TD Ameritrade Advisor Panel and the Dimensional Fund Advisors National Study Group.

Our investment advice is based on 50 years of academic research, and goes well beyond model portfolio theory.

email McLean
Sign up to get the latest on retirement and investing.

Latest Posts

Is the ‘Trump Rally’ Really as Great as Everyone Says?

| Investment Advice, Market Basics | No Comments

There’s been a lot of talk about the “Trump Rally,” and just how historic it’s been. MarketWatch called it  “the best 50-day performance for a GOP commander-in-chief ever[.]” The media…

Review: Top 6 Common Retirement Mistakes

| Retirement Insights, Weekly Review | No Comments

There’s some good advice in this article – with one glaring exception. Most of the article covers some of the common mistakes people make when retiring – things like not…

Review: Hate Risk? You’ll Love These 2 Dividend Stocks

| Investment Advice, Weekly Review | No Comments

Articles like this one really bug me. They bug me because someone acted on what the author told them to do – and their retirement may very well depend on…

Building A Retirement Income TIPS Ladder

| Retirement Insights | No Comments

A TIPS ladder can be constructed similarly to a Treasury strips ladder, using the same date from the Wall Street Journal Market Data Center, which provides a daily report of…

Retirement Insights

The latest research and helpful guidance for retirement-minded investors.

View All

Occam’s Razor Newsletter

Occam’s Razor is our take on the latest occurrences in financial planning and the markets.  It is named after a principle put forth by 14th century philosopher William Occam, in which he makes the case for explanations that do not go beyond what is necessary for clarity.  His “razor”, which shaves off the superfluous, is needed even more today, especially in wealth management.

View All

Call (866) 827-0636 or click to get in touch.

Sign up for the latest on retirement and investing.