McLean Asset Management

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 on solving the longevity goal of making sure there is enough money to meet yearly expenses exclusive of other goals, or perhaps it’s skepticism or…

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 asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter.…

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 some from reaping the tax benefits of charitable donations, there are still a number of ways to capture the deductions to which we’ve grown so…

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…

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 portfolio. After all, we’ve been in a pretty low interest rate environment for a while now, and bond returns aren’t adding much to the portfolio.…

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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 don’t really care if something is a particularly good idea – they just want to help you, the investor. And obviously they should be compensated…

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 you can do when preparing for retirement. Your retirement income plan should be built around providing you the income to do what you want in…

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 asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter.…