Everyone likes the markets when stocks are going up. We’re all getting the returns that we are “supposed” to be receiving for putting our money at risk. Naturally, we aren’t…
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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…
This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond…
Mark Witaschek, CFP®, Rob Cordeau, CFP®, RICP®, Catrina Buxton, CFP® Some have stated that the new tax law is going to kill charitable donations. While the tax law does hinder…
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,…
Occasionally, we get questions from clients about whether it would make sense for them to manage the bond portion of their portfolio, while we manage the stock portion of the…
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…
Most people try to avoid thinking about statistics, but they’re part of everything we do in investing. When other people get around to thinking about statistics, they often end up…
Investment companies are incredibly creative, especially when it comes to new ways to make money. There’s always some new investment trend, and investment companies are more than happy to oblige. They…
As this article makes clear, everyone wants something different out of retirement. Figuring out exactly what you want can be incredibly difficult, but it’s one of the most important things…
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