MacLean Capital Advisors

MacLean Capital Advisors We are an independent investment advisory firm in Indian Wells, CA offering financial planning and i

Many have heard they should avoid probate; do you understand what probate is and how it works?
06/24/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
06/20/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

\$100 not spent is more like \$143. Intrigued?
06/17/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
06/13/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
06/10/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
06/06/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

An ILIT could play a role in your estate strategy.
06/03/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
05/30/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Use your car for business? Make sure you're on the same page as your insurance carrier.
05/27/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

Address

74900 Highway 111, Suite 224
Indian Wells, CA
92210

Telephone

+17606364593

Website

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