Coronavirus Resource Page

McLean Asset Management has compiled information from internal and external sources related to the market conditions caused by the global pandemic. Below you will find resources related to the Coronavirus pandemic and its impact on your investments and overall financial plan. We will update this page as we have new events or information to share.

McLean hopes everyone is staying safe and healthy as we navigate these uncertain times. Please share this page with family and friends that may find it helpful. 

Downloadable Content
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2020 - As A Business Owner, What Emergency Relief Options Should I Consider During The Coronavirus Pandemic?

There have been several relief options released in response to the pandemic outbreak. Click below for more details about the options presented for business owners. Compare each one and decide which options might be best for you. Feel free to reach out to your advisor team with additional questions.

Webinar Replays
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CARES Act Town Hall

Hosted By
Kyle Meyer
, CFP®, RICP® - Managing Director, Financial Planning
Mark Witaschek - Senior Vice President, Financial Planning
Paula Friedman, MBA, CFP®, AIF®, CPFA - Managing Principal
Bob French, CFA - Director of Investment Analysis

A Q&A style webinar featuring a few of our lead advisors to answer some of the most frequently asked questions about the recently passed CARES Act.

Using a Framework to Make Better Financial Decisions

Hosted By
Alex Murguia, Ph.D. - Managing Principal

In our first webinar, we explored the benefits of having a mental framework that centers us in order to make sound decisions. In this webinar, we will show you: What our financial planning framework looks like; How McLean applies the framework for our clients; and most importantly, this session will help you understand how you can apply it to your own decision making.

Learning to Make Better Financial Decisions During Times of Crisis

Hosted By
Alex Murguia, Ph.D. - Managing Principal

In this continued environment of personal and investment uncertainty, it is our continued pledge to remain of service to you. This series will provide insight into how our behaviors affect our financial decision-making process and what steps we can take to make better informed decisions.

The Coronavirus and The Recent Market Volatility

Hosted By
Bob French, CFA - Director of Investment Analysis

Just like many other areas of life, the novel Coronavirus is having a significant impact on the financial markets. How does this downturn compare to previous downturns? And what does this mean for you? We’ll be looking at these questions, as well as what McLean is doing to manage your portfolio.

McLean Articles
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CARES Act Provides Relief to Indviduals and Businesses

On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis.  Major relief provisions are summarized here.

Unpacking Today's Market Returns

Today, March 9th, 2020, was a bad day for the financial markets. Almost all of us (including myself) are counting on the financial markets to help us meet our retirement goals, and days like today are scary because they remind us that the markets don’t care about our retirements...

What to Make of Market Volatility

In recent days, the significant market decline has resulted in renewed anxiety for many of you. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing. Additionally, for long-term investors, reacting emotionally to volatile markets may be more detrimental to portfolio performance than the draw-down itself..

Lessons for the Next Crisis

We wrote this in 2017 and it remains just as relevant today. In early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as other anniversaries of major crisis-related events pass...

The Coronavirus and Your Investments

The Coronavirus is scary. When it’s possible to make reasonable comparisons with the Spanish Flu, that should make you sit up and take notice. Aside from the reasonable precautions that you should be taking, what should you be doing to protect your investments from the disruptions that the Coronavirus may cause?...

Outside Resources
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DISCLOSURE:

McLean Asset Management Corporation (“MAMC”) is a registered investment adviser. This material and any opinions contained are those of “MAMC” or derived from sources believed to be reliable. Their accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice.

Information regarding references to third-party sites: Referenced third-party sites are not under our control, and we are not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Any link provided to you is only as a convenience, and the inclusion of any link does not imply our endorsement of the site.

© 2020 McLean Asset Management Corporation, LLC. All rights reserved.
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