McLean Asset Management

2022 – Q4 Quarterly Market Review

By McLean Asset Management / January 23, 2023 /

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.    …

Read More

2022 Year-End Tax Planning Reminders

By McLean Asset Management / November 3, 2022 / Comments Off on 2022 Year-End Tax Planning Reminders

As we approach the end of the year, there is still time to take advantage of tax-saving opportunities. This article outlines a few things to investigate before December 31. We recommend you consult your professional advisors before implementing any strategy to ensure alignment with your personal circumstances. Employer Retirement Plan Contributions Now is the time…

Read More

2022 – Q3 Quarterly Market Review

By McLean Asset Management / October 12, 2022 /

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…

Read More

A Tax on Giving – Understanding the Gift Tax Rules

By McLean Asset Management / October 3, 2022 / Comments Off on A Tax on Giving – Understanding the Gift Tax Rules

Getting taxed once is hard enough, but getting hit a second time on the same dollars? That’s enough to give even a compliant taxpayer the urge to toss crates of tea into Boston Harbor. Whether double taxation like the gift tax is morally right or not is a topic for someone else to tackle. But if you…

Read More

Medicare Open Enrollment 2022

By McLean Asset Management / August 23, 2022 /

Medicare beneficiaries can join, switch, or drop a plan during the annual Open Enrollment Period, which runs from October 15 – December 7, 2022. Each year, Medicare plan costs and coverage typically change. In addition, your healthcare needs or network of doctors may have changed over the past year. Also known as Medicare’s annual election…

Read More

Occam’s – How Buffer Assets Might Be Able to Help Your Retirement

By McLean Asset Management / July 22, 2022 /

Planning for retirement is vitally important. And with something this important, many of us want a sense of control. We want to know that our retirement income plan covers all the bases, and that it will smoothly take us through to a successful retirement. But, for most of us, that’s not how it’s going to play out. 

Read More

2022 – Q2 Quarterly Market Review

By McLean Asset Management / July 15, 2022 /

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…

Read More

What Does Retirement Mean?

By McLean Asset Management / July 1, 2022 / Comments Off on What Does Retirement Mean?

Retirement has changed. It’s no longer about getting your gold watch and playing golf all the time. Retirement is now a frame of mind – you’re retired when you can do what you want. It doesn’t necessarily have anything to do with whether you are drawing a paycheck or not. Retirement is the freedom to…

Read More

Maintaining Your Portfolio is a Rebalancing Act

By McLean Asset Management / June 2, 2022 /

Markets bounce around. That’s just what they do. If they didn’t, they wouldn’t reflect our ever-changing world. As a result, your portfolio bounces around, too, which means your portfolio will eventually look different than it did when you started. Specifically, you’ll be taking the wrong amount of risk. We will want to bring your portfolio…

Read More