Insights
Financial Insights
What is the Difference Between Managing Your Investments and Managing Your Wealth?
Managing your finances can be a daunting task, and with so many different financial management options available, it can be challenging to determine which one is right for you. Two common terms that are often used interchangeably are investment management and...
Common Mistakes People Make When Investing
There are several common mistakes that people make when investing. McClellan Wealth Management emphasizes the importance of research, patience, and adaptability in investment management, as well as a comprehensive assessment of performance to ensure that the...
Are Bonds A Good Investment?
Bonds are a type of investment that has been around for centuries, and they continue to be popular among investors today. But as we look to the future, is it still a good idea to invest in bonds in 2023? Learn more about investment management with McClellan Wealth...
Risk Management Ahead of a Recession – Protecting Your Finances
A recession can have a significant effect on your life and financial situation, but there are ways to prepare for it. In June 2020, the COVID-19 pandemic created a potential for a recession, with 33 million Americans applying for unemployment. Feeling concerned...
What Is an Annuity?
We believe every client is unique, with their own needs, circumstances, and priorities. That's why we take the time to understand you, your family, and your goals to create a customized wealth management plan that meets your every need. At McClellan Wealth...
