Retirement Insights

Dec 10 2012

Occam’s – “Wine and Ambien”

By Alex Murguia | Investment Advice, Retirement Insights, Occam's Razor | No Comments

Wine and Ambien, Macroeconomics and your Portfolio Occam’s was recently woken from a self-induced hibernation with all this talk of the “cliff.” Last month we sent out a newsletter discussing...

Oct 14 2012

McLean Asset Management Corporation Again Named Premier Advisory Firm

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

For the second year in a row, McLean Asset Management Corporation has been selected by The National Association of Board Certified Advisory Practices as one of 75 elite wealth management...

Aug 14 2012

Occam’s August 2012 – A-Special-Bulletin

By Alex Murguia | Investment Advice, Retirement Insights, Occam's Razor | No Comments

A Special Bulletin This edition of Occam’s Razor is dedicated to informing our clients and readers about upcoming advancements McLean Asset Management Corporation will be implementing over the coming months...

Jun 18 2012

Occam’s June 2012 – Goldman’s Omerta

By Alex Murguia | Investment Advice, Retirement Insights, Occam's Razor | No Comments

We’ve all been there before. Stuck in a bad job with a horrible boss, dreaming of the day when you could give them a piece of your mind. Most of...

May 03 2012

Occam’s May 2012 – Goldman’s Omerta

By Alex Murguia | Investment Advice, Retirement Insights, Occam's Razor | No Comments

We’ve all been there before. Stuck in a bad job with a horrible boss, dreaming of the day when you could give them a piece of your mind. Most of...

Mar 24 2012

Occam’s March 2012 – Oscars, Moneyball, and a Measure of Our Trading Advantage

By Alex Murguia | Investment Advice, Retirement Insights, Occam's Razor | No Comments

Oscar season has come and gone. The Academy has revealed which movies their superior palate has deemed the best, and subtly let us know that disagree-ment is synonymous with a...

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...

Occam’s – “Wine and Ambien”

McLean Asset Management Corporation Again Named Premier Advisory Firm

Occam’s August 2012 – A-Special-Bulletin

Occam’s June 2012 – Goldman’s Omerta

Occam’s May 2012 – Goldman’s Omerta

Occam’s March 2012 – Oscars, Moneyball, and a Measure of Our Trading Advantage

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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