Posts by Kyle Meyer

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 skepticism or…

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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 even when it seems obvious the markets are going to go down.

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Handle with CARE: 5 Years Before Retirement

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 even when it seems obvious the markets are going to go down.

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