News

1
Dec

8 Year-End Financial Tips

8 Year-End Financial Tips Twas a few weeks before Christmas, and all through the house, not a person was over-spending, not even  on decorations for the house. Receipts and bills were paid and filed away with care, in hopes of a fresh financial start to the New Year. Retirement funds were nestled all snug in their accounts, while payments and

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19
Nov

Charitable Planning Strategies for the Fragile Decade

Charitable Planning Strategies for the Fragile Decade 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

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16
Nov

Is There Such a Thing as “Too Diversified?”

Is There Such a Thing as “Too Diversified?” A client brought up the concept of being too diversified recently, and it gave me pause. My initial reaction was that there is no such thing . Diversification is a good thing. It allows you to minimize  risks inherent in individual investments (company gets sued, senior executive leaves, “next big thing” flops,

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2
Nov

Midterm Elections: What Do They Mean for Markets?

Midterm Elections: What Do They Mean for Markets? With the recent market volatility this last month and the upcoming mid-term elections, it is not uncommon to receive questions regarding the potential market reactions. Dimensional provided a great little piece on this below. The two exhibits that accompany the article really tell the story nicely. Enjoy! Midterm Elections: What Do They

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1
Nov

4 Must Know Financial Terms

4 Must Know Financial Terms The holidays are upon us! And with the holidays comes the fun tradition of holiday shopping! Just as you should plan when shopping, you should also plan of when dealing with finances. Although Financial Literacy month isn’t until next year, we wanted to get a head start by celebrating Canada’s Financial Literacy month, November! Before

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25
Oct

Protect Your Financial Plan by Avoiding These Retirement Pitfalls

Protect Your Financial Plan by Avoiding These Retirement Pitfalls With just a few months left in the year, National Financial Planning Month is a great time to take charge of your retirement saving strategy. Some of the most important things you can do are to make sure you’re creating a diverse portfolio that will protect your principal from market swings

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14
Oct

5 Things To Consider When Building Your Retirement Financial Plan

5 Things To Consider When Building Your Retirement Financial Plan October marks National Financial Planning Month, a time when Americans can look at how they are saving, their retirement goals, and how they can create a tailored approach that works for them. October is the perfect time of the year to plan, with summer winding down and the holidays fast

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12
Oct

2018 – Q3 Quarterly Market Review

2018 – Q3 Quarterly Market Review 2017 – Q2 Quarterly Market Review Source: Retirement Researcher 2018 – Q3 Quarterly Market Review

5
Oct

Occam’s – The Impact of Unexpected Inflation

Occam’s – The Impact of Unexpected Inflation The appeal of market timing is obvious. Who wouldn’t want to get in and out of the market at the best time every time? We’ve talked a lot about market timing in the past – timing risk premiums, trying to time the markets on a daily basis, and the importance of staying disciplined

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1
Oct

Five Things to Add to Your Financial To-do List

Five Things to Add to Your Financial To-do List The weather is getting cooler, the colors are changing, and the scent of pumpkin spice fills the air signaling the beginning of fall and holiday season. But October isn’t just known for pumpkin carving and corn mazes, October is also the month for financial planning. It’s a great time to review

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