Investment Advice

Sep 16 2011

McLean Asset Management Corporation Named Premier Advisory Firm by NABCAP

By Cathy Rieder | Investment Advice, Retirement Insights | No Comments

Click here to download the PDF version of this press release. Firm selected by National Association of Board Certified Advisory Practices as one of elite wealth management practices in Greater...

Jan 02 2006

An Active Approach to Indexing – Journal of Financial Service Professionals

By Alex Murguia | Investment Advice, Retirement Insights, Media Mentions | No Comments

Download PDF Abstract: Due to the impressive growth and impact of indexing within client portfolios, an overall assessment of its advantages, disadvantages, and future directions is warranted. First, we briefly...

Nov 03 2005

Analyzing Fixed-Income Securities and Strategies – Journal of Financial Service Professionals

By Alex Murguia | Investment Advice, Retirement Insights, Media Mentions | No Comments

Download PDF Executive Summary Fixed-income instruments are largely used within a portfolio to reduce volatility and provide a more consistent distribution stream for clients. Holding non-callable instruments backed by the...

Jan 04 2004

An Alternative Look at Hedge Funds – Journal of Financial Service Professionals

By Alex Murguia | Investment Advice, Retirement Insights, Media Mentions | No Comments

Download PDF Executive Summary Investment advisors cite the need for diversification as a major reason to include hedge funds in client portfolios. Relying on simple return data and traditional evaluation...

McLean Asset Management Corporation Named Premier Advisory Firm by NABCAP

An Active Approach to Indexing – Journal of Financial Service Professionals

Analyzing Fixed-Income Securities and Strategies – Journal of Financial Service Professionals

An Alternative Look at Hedge Funds – Journal of Financial Service Professionals

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