Insights
Financial Insights
How do financial advisors get paid? Plus, the argument for a transparent advisor
By: Josh Slocum, McClellan Wealth Management When you’re thinking about potentially protecting and securing your financial future, you want to make sure you’re making educated choices, especially when it comes to who’s actually handling your assets. And one...
The Dos and Don’ts of Retirement Planning and Limiting Loss Impact
By: Josh Slocum, McClellan Wealth Management This year, maybe more than ever, saving for retirement is on everyone’s mind. While some people think it’s a given - that things will fall into place financially, and they’ll be able to retire on their pre-planned...
7 Wealth management strategies you could try
Creating wealth and being able to manage it are two different things. You have probably heard of people who were once millionaires but have nothing to show for it. How did that happen? Lack of wealth management skills or strategies. While there is no single...
Market Update
Dear Clients and Friends, I figured it was a good time to write everyone today as a result of the large preponderance of the word “Recession” in the media the past few days and in conjunction with this recent equity market volatility. The main question that I’ve...
