facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Notes from McLaren

Correcting your Retirement Course Thumbnail

Correcting your Retirement Course

You saved decisively and proactively, invested prudently and accumulated a nest egg you’re proud of. Now, you’re ready to enjoy a retirement filled with freedom, new experiences and fond memories. But even the best-laid plans can go awry. Consider these common blind spots related to retirement savings withdrawals.

Read More
The Financial Planning Blueprint Thumbnail

The Financial Planning Blueprint

What are you working towards right now? What are your dreams for the future? And what is your game plan for making those dreams come true? Whether you have $10 dollars, or $10 million, investment principles and financial planning best practices largely remain the same. In my experience as a certified financial planner™ professional, here are some of the time-tested strategies that work.

Read More
Q3 2019 Investment Commentary Thumbnail

Q3 2019 Investment Commentary

Our team aims to build portfolios that we believe are robust against a wide range of economic scenarios. Rather than time market swings, or “go to cash”, we believe that both up markets and down markets provide opportunities for companies to continue to find profitable markets, grow opportunities, and increase their value to their shareholders. We are always available to talk about the specifics of your portfolio, and any question you may have.

Read More
Estate Planning Basics Thumbnail

Estate Planning Basics

The estate plan is an integral part of the financial planning process. During life, it provides guidance when you can no longer make decisions because of disability or incapacity. When you pass away, it sets the road map for wealth transfers, guardianship of minor children, and the legacy you wish to leave behind. A well-drafted estate plan clearly outlines your future intentions, promotes family harmony, and protects your wealth. Without a plan, your final estate could result in family conflicts and costly legal actions.

Read More