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This report features world capital market performance for the past year. Have any questions about the review?
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond…
Everyone likes the markets when stocks are going up. We’re all getting the returns that we are “supposed” to be receiving for putting our money at risk. Naturally, we aren’t…
As our clients at McLean Asset Management near retirement, we notice that many do not bring up charitable gifting strategies to help optimize their retirement plans. Perhaps it’s a focus on solving the longevity goal of making sure there is enough mone…
Retirement Insights
The latest research and helpful guidance for retirement-minded investors.
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Practical and actionable advice for beginning and experienced investors.
View AllOccam’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 AllMarket Reviews
Exactly what the name describes, a more in-depth appraisal of the state of the markets.
View AllWeekly Review
Our weekly round up of interesting and enlightening finance-related articles, enjoy!
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