Retirement Insights

McLean Asset Management Named a Best Place to Work for Financial Advisors

By McLean Asset Management

McLean was recently named one of the 2024 Best Places to Work for Financial Advisors by InvestmentNews and Best Companies Group. This is the 3rd year McLean has received this recognition! The “Best Places to Work for Financial Advisors” program is a research-driven program designed to recognize exceptional employers in the financial advisory sector who prioritize…

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Jessica Wunder Ranked as a Top Woman Wealth Advisor in Virginia

By McLean Asset Management

Jessica Wunder, a McLean Principal, was recently ranked on the 2024 Top Woman Wealth Advisor Best-In-State in Virginia list. The annual list was published by Forbes and Shook Research. The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative…

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McLean Asset Management Named a Best Place to Work in Virginia

By McLean Asset Management

McLean was recently named one of the 2024 Best Places to Work in Virginia. The annual list of the Best Places to Work in Virginia was created by Virginia Business Magazine and Best Companies Group. This is the 4th year that McLean has been named to the list! This statewide survey and awards program is…

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Occam’s – Financial Support of Adult Children and Your Retirement

By McLean Asset Management

WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th-century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event. This concept is largely ignored within the investment management…

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2023 – Q4 Quarterly Market Review

By McLean Asset Management

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 asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Download Quarterly…

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The Responsibilities of Being a Caregiver

By McLean Asset Management

Whether caring for an aging parent, a spouse with a chronic illness, or a child with special needs, caregivers play a crucial role in providing physical, emotional, and sometimes financial support to their loved ones. The role of the caregiver can take on countless shapes and forms and may impact the caregiver’s life in various…

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Occam’s – Do Stocks Get Safer The Longer You Own Them?

By Bob French, CFA

WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th-century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event. This concept is largely ignored within the investment management…

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2023 – Q3 Quarterly Market Review

By McLean Asset Management

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 asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Download Quarterly…

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Changing Risks in Retirement

By McLean Asset Management

Retirement is a significant life transition that marks a shift from accumulating wealth to managing it for income. While this might seem straightforward, it’s essential to grasp the unique risks retirees face compared to those still in the workforce. These risks highlight why retirement income planning is distinct from traditional wealth management. In this article,…

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Blog posts linked on this page are intended for convenience, educational, and informational purposes only. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. The adviser does not endeavor to update or remove blog posts and articles after initial publication. No linked content should be construed as individualized advice or recommendations, and the discussions contained are not a substitute for investment advice from a professional adviser. This commentary should not be regarded as a complete analysis of the subjects discussed.