Posts by Kyle Meyer

How to Create Reliable Income Sources with Bond Ladders, SPIA’s and DIA’s

The change from working and saving to not working and spending from your portfolio is daunting. Layered on top of these “normal” concerns are today’s troubling headlines. This “headline risk” has contributed to recent market volatility. While we understand that this volatility can cause one to be nervous, our view is that no matter the market, one can always be worried about it. So, what should you be doing now or in the future if you have these concerns?

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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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