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Twenty-Five Years of Financial Insights (Part 12: Drawing Income From Your Portfolio)

Leave a Comment / Articles / By Rob McClelland

As we approach the finish line on our 2016-2017 series of articles inspired by 25 years of financial insights, I am reminded of another milestone in most people’s lives: The year they decide to retire. At that pivotal time, your daily routine isn’t the only thing that undergoes a major change. After a lifetime of investing toward retirement, it’s now time to start withdrawing for it. Even if you’re well-funded for the event, that’s a mighty big shift, in mind and matter alike.

Twenty-Five Years of Financial Insights(Part 11: What It Takes To Stay the (Golf) Course)

Leave a Comment / Articles / By Rob McClelland

Throughout my 25 years as a financial professional, when I haven’t been busy advising families about staying the course with their low-cost, globally diversified investment portfolios, you’ve usually been able to find me on a course myself. A golf course, that is.

Twenty-Five Years of Financial Insights (Part 10: The Myth of Downsizing Your Home)

Leave a Comment / Articles / By Rob McClelland

Time flies, doesn’t it? It seems like only yesterday you were bringing home your first-born and contemplating an enlarged lifestyle: more living space, a family car, another mouth to feed, and so on. Then, poof! A few fast years later, the kids are grown. They’ve got grown-up kids of their own. Next thing you know, you’re knocking about an oversized house, tired of dusting all those knickknacks.

Twenty-Five Years of Financial Insights(Part 9: Financial Lessons from the “Passed”)

Leave a Comment / Articles / By Rob McClelland

One of the great things about being a financial advisor for 25 years is that you get to meet some amazing individuals. Unfortunately some of them pass away too soon. They may have been my clients, but it is often I who become the student, learning from their exemplary actions as well as a few cautionary tales. Though the individuals may be gone, their lessons live on. Here are some of the most important ones I’ve learned over the years.

Twenty-Five Years of Financial Insights(Part 8: Next-Level Tax-Efficient Investing)

Leave a Comment / Articles / By Rob McClelland

Welcome to 2017! Last summer, I launched our ongoing series of 25-year financial reflections – sharing part 8 today. While an early version of the firm got underway even sooner, February 2017 represents our official 25-year anniversary of The McClelland Financial Group.

Twenty-Five Years of Financial Insights(Part 7: Tax-Efficient Investing Essentials)

Leave a Comment / Articles / By Rob McClelland

You can’t judge a book by its cover … or its title. “Storyselling for Financial Advisors*” doesn’t sound like much of a read for the general public, but this compilation of quotes and anecdotes actually contains a lot of good ideas, like this one:

Twenty-Five Years of Financial Insights(Part 6: The Vital Role of Rebalancing)

Leave a Comment / Articles / By Rob McClelland

In the past several posts, I’ve been describing the benefits of achieving financial balance. All well and good, but if there’s one insight gained after 25 years in the business, it’s how quickly and frequently balance achieved can become balance lost – in life and your investment portfolio.

Twenty-Five Years of Financial Insights(Part 5: “Level Two” Portfolio Balancing)

Leave a Comment / Articles / By Rob McClelland

After 25 years of lifetime financial lessons learned, I’d like to think I’ve gotten pretty good at building and managing effective investment portfolios. I wish I could say the same for my hockey skills! Unfortunately, while I enjoy the sport immensely, I don’t think my Sunday night, three-on-three games will ever enable me or my fellow players to go pro.

Twenty-Five Years of Financial Insights(Part 4: To All Portfolios, Let There Be Balance)

Leave a Comment / Articles / By Rob McClelland

Our series of 25 years of lifetime financial lessons continues with a closer look at what makes for a well-built investment portfolio, structured to advance your financial goals.

Investing for Retirement Income: Straw, Sticks or Bricks?

Leave a Comment / Articles / By Amber Mazurkiewicz

As we’ve discussed in the first two parts of this three-part series, we do not recommend turning to dividend-yielding stocks or high-yield (“junk”) bonds to buttress your retirement income, even in low-yield environments.

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