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All Thought Leadership Posts

Jan 15 2021
0

Occam’s – Is the Value Premium Pining for the Fjords?

By Bob French, CFA | Investment Advice, Retirement Insights, Occam's Razor | No Comments

There’s no magic formula for investing. The financial markets seem to take some sort of cosmic joy in bringing people back down to Earth. And it’s value investing’s turn –…

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Jan 13 2021
0

2020 – Q4 Quarterly Market Review

By Bob French, CFA | Investment Advice, Retirement Insights, Market Reviews | No Comments

Q3 2020 – Quarterly Market Review

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Oct 14 2020
0

Occam’s – What Do Low Interest Rates Mean for Stock Returns?

By Bob French, CFA | Investment Advice, Retirement Insights, Occam's Razor | No Comments

Interest rates are one of the key tools that the Federal Reserve has to manage the economy. Changing how much it costs to borrow money (even if the Federal Reserve…

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Oct 06 2020
0
How to Create a Well Balanced Portfolio

How To Create a Well-Balanced Portfolio?

By McLean Asset Management | Retirement Insights | No Comments

Investing is the best way to build wealth and outpace inflation. But how do you do it? Many have tried to time the market, but history tells us this is not the best method. Instead, a much more sustainable and efficient manner of getting started is to construct a well-diversified portfolio that is suitable, given your risk tolerance and time horizon.

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Oct 06 2020
0
where and how to save

Where and How to Save?

By McLean Asset Management | Retirement Insights | No Comments

As a young adult, prioritizing your long-term financial goals can be daunting. The good news is you can navigate through it with some basic planning. Here are some savings strategies, listed in descending order of priority:

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Oct 06 2020
0
Insurance

Basic Insurance Types: Protecting Your Financial Future

By McLean Asset Management | Retirement Insights | No Comments

Selecting an insurance product can be a daunting task. With so many options, it may be confusing to know which direction to take. There are several types of insurance products out there, and this article will give you a brief overview of the most common ones.

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Oct 06 2020
0
Is It Better to Rent or Buy?

Is It Better to Rent Or Buy?

By McLean Asset Management | Retirement Insights | No Comments

The decision to become a homeowner is not one to take lightly. It can be both exciting and burdensome and is a personal decision as much as a financial decision. Buying a home is likely one of the most significant purchases you will make, so the question then becomes, When should you buy and when should you rent?

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Oct 06 2020
0

2020 – Q3 Quarterly Market Review

By Bob French, CFA | Investment Advice, Retirement Insights, Market Reviews | No Comments

Q3 2020 – Quarterly Market Review

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Jul 10 2020
0

Are Republicans or Democrats Better for the Stock Market?

By Bob French, CFA | Retirement Insights | No Comments

Is there anything in historical data that can help us sort out which candidate, Trump or Biden, is going to be better for the stock market?

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Jul 07 2020
0

2020 – Q2 Quarterly Market Review

By Paula Friedman, CFP®, AIF®, CPFA | Investment Advice, Retirement Insights, Market Reviews | No Comments

Q1 2020 – Quarterly Market Review

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Quote of the Day

“Impossible to see, the future is.” – Yoda

— George Lucas

Our Latest Thinking

  • Occam’s – Is the Value Premium Pining for the Fjords? January 15, 2021
  • 2020 – Q4 Quarterly Market Review January 13, 2021
  • Occam’s – What Do Low Interest Rates Mean for Stock Returns? October 14, 2020

Our Office Locations

locations_VA 1900 Gallows Rd, Suite 350, Tysons, VA 22182
P: (703) 827-0636 | F: (703) 556-8628

locations_NH 264 South River Rd, Bedford, NH 03110
P: (603) 413-6060 | F: (703) 556-8628

Call Us Toll Free (866) 827-0636

About McLean Asset Management Corporation

Headquartered in Tysons, Virginia, and with offices in New Hampshire, McLean Asset Management Corporation was founded in 1984 and offers retirement planning, including wealth management and investment advice, to individuals and employer retirement plans. We are registered investment advisers who take seriously our Fiduciary Standard of Care duties.

© 2021 McLean Asset Management. All rights reserved.
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  • For Individuals
    • Retirement Income Distribution
    • Creating and Maintaining Your Portfolio
    • Wealth Management
  • For Employers
    • Overview
    • Business Owners
    • Simplify Your 401(k)
    • Risk Management
    • Working with McLean
    • Retirement Plan Process
  • About McLean
    • Our Process
    • Your Team
    • Giving Back
  • Blog
    • Investment Advice
    • Retirement Insights
    • Occam’s Razor