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

Review: You’re probably not saving enough for retirement — and that’s OK

| Weekly Review | No Comments

Whenever people talk about how much you should save for retirement, there’s a pretty good chance that they’ll start talking about your retirement “number,” or how much you are supposed to have saved up by certain dates. This has always struck me as sil…

Harvesting Gains and Losses (No Prior Farming Experience Needed)

| Reliable Income, Taxes, Tax Planning | No Comments

You may have zero interest in agriculture, but trust me when I say that anyone with a taxable investment account should be thinking about harvesting – gain/loss harvesting, that is. You can safely ignore gains/losses in tax-qualified retirement account…

Review: Sky-high stock market has investors looking to commodities

| Weekly Review | No Comments

Investors are always looking for the next thing. And often, this role falls to commodities – if stocks and bonds don’t look that attractive, commodities are the next best thing. Depending on the time period you’re looking at, commodities can look amazi…

Charitable Planning – Leveraging Those Gains

| Retirement Income Funding, Tax Planning | No Comments

There are few things more rewarding than giving of your resources in a way that has a positive and profound impact on the lives of others. Fortunately, the IRS encourages this type of generosity by classifying donations to qualified charities as tax-de…

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.