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.

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Latest Posts

Rebalancing Frequency

| Retirement Income Funding, Retirement Income Frameworks, Efficient Retirement Income, Safe Savings Rates, Spending Flexibility, Spending Goals, Long-Term Care | No Comments

Almost everyone agrees that rebalancing your portfolio is one of the keys to having a successful investment outcome. We know that your asset allocation determines how your portfolio will perform. Successful investors spend a lot of time determining wha…

Terms and Conditions

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If you require any more information or have any questions about our Terms and Conditions, please feel free to contact us by email at yourteam@mcleanam.com. Introduction These terms and conditions…

Preparing for Retirement When You’re Starting Late

| Retirement Income Funding, Retirement Income Frameworks, Efficient Retirement Income, Safe Savings Rates, Spending Flexibility, Spending Goals, Long-Term Care | No Comments

Everyone knows that you’re supposed to start saving for retirement early, but that doesn’t always happen. In fact, if you look at the numbers, it’s actually pretty rare. Most people are woefully unprepared for retirement, but you can change that. Prepa…

The Importance of Your Savings Rate

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How much you save for retirement goes a long way to determining how much you can spend in retirement. The more you save while you’re working, all else equal, the more you can spend in retirement. It sounds straight forward, but it seems to be something…

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.

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