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

2018 – Q4 Quarterly Market Review

| Investment Advice, Market Reviews | No Comments

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…

Occam’s – Should You Try Timing to Avoid Bad Markets?

| Investing, Retirement Risks, Market Timing, Occam's Razor | No Comments

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…

Charitable Planning Strategies for the Fragile Decade

| Uncategorized | No Comments

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.

View All

Investment Advice

Practical and actionable advice for beginning and experienced 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

Market Reviews

Exactly what the name describes, a more in-depth appraisal of the state of the markets.

View All

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

Sign up for the latest on retirement and investing.