MacLean Capital Advisors

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

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
08/08/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
08/05/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
08/01/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Business owners should consider a succession plan sooner rather than later.
07/29/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
07/25/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

What steps might help you sustain and grow your retirement savings? This piece explores them.
07/22/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

The financial risks to consider when evaluating self insurance?
07/18/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

These 6 things might make your next return a prime target for an IRS audit.
07/15/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
07/11/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Address

74900 Highway 111, Suite 224
Indian Wells, CA
92210

Telephone

+17606364593

Website

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