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

Charitable Planning Strategies for the Fragile Decade

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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…

Charitable Planning Strategies for the Fragile Decade

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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…

Is There Such a Thing as “Too Diversified?”

| RR Transfer, Retirement Insights | No Comments

A client brought up the concept of being too diversified recently, and it gave me pause. My initial reaction was that there is no such thing . Diversification is a good thing. It allows you to minimize  risks inherent in individual investments (company…

Midterm Elections: What Do They Mean for Markets?

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With the recent market volatility this last month and the upcoming mid-term elections, it is not uncommon to receive questions regarding the potential market reactions. Dimensional provided a great little piece on this below. The two exhibits that acco…

Retirement Insights

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

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Investment Advice

Practical and actionable advice for beginning and experienced investors.

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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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