Ongoing Investment Management

Hosted by Bob French, CFA

Many people treat investing as an event, rather than a process. But it is a process. Not only are the financial markets constantly moving, but you are always changing as well. And you need to be able to account for both factors in your ongoing retirement planning. Designing and implementing your investment portfolio get all of the attention. But it is the long-term work to maintain your portfolio that will determine whether you have the investment experience you are looking for.

Full Access only $99

Workshop Instructor

In this workshop Bob will detail:

  • How to understand the Investment Management Process
  • Ways that you can make sure that your portfolio is doing what it should be doing
  • Some of the Common Investing Mistakes that Investors make
  • How to understand (and make use of) common Behavioral Biases
  • Ways to ensure that your plan will fit you for the long haul

Full Access only $99

Purchase access to our latest workshop,
Or join the Retirement Researcher Academy for access to all upcoming workshops

Academy Campus Tour

The Retirement Researcher Academy’s virtual campus is your launchpad to everything the academy has to offer!

Step 1. You will receive an email invoice, and a confirmation email with a link to log in.

Step 2. Log in and explore the site, webinar replays, downloadable content, previous workshops, and upcoming workshops.

Step 3. This is a subscription product, so you will be automatically billed at your next billing interval.

If you choose an Annual subscription: Your initial fee will be charged at the end of your 7 day trial and your renewal fee will be charged annually after that. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.

If you choose a Monthly subscription: Your first month fee will be charged at the end of your 7 day trial and your renewal fee will be charged monthly after that. Feel free to cancel anytime prior to your next monthly billing date.

We will email your access instructions immediately. Be sure to check your spam folder just in case, and remember, you can always reach out to us for assistance at community@retirementresearcher.com 

You may cancel your subscription at any time before your next bill date from within your account settings, or by emailing us at community@retirementresearcher.com.

Well, really this is for anyone who is planning their own retirement. It’s focused on people who are saying 5 to 10 years on either side, but this same information is important to anyone who is planning for their own retirement.
Yes, Retirement Researcher Academy member, you will keep your membership price, as long as you do not cancel.
What you learn as a member of the Retirement Researcher Academy can help you act as your own second opinion to ensure that your advisor is providing sound recommendations and implementing those recommendations appropriately. This will give you even more Peace of Mind that you are on the right path.

No, we are not offering refunds for membership subscriptions.

Sadly, the membership site is only available for purchase by individuals in the United States.

Frequently Asked Questions

The testimonials appearing on this page are not representative of all client opinions of Retirement Researcher or the Retirement Researcher Academy. Client experiences can and likely will vary from the experiences reflected herein. Retirement Researcher does not provide direct or indirect compensation in exchange for the testimonials shown. As such, it is not expected that material conflicts of interest arise with respect to the testimonial providers. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.

Bob is responsible for McLean’s investment strategy. In this role, he ensures that McLean stays at the cutting edge of financial innovation, and helps clients understand how to make the most of their investments within the broader framework of their retirement income plan.

Bob grew up around finance, and he started his career with Dimensional Fund Advisors. While there, he oversaw a data analysis program for financial advisors and helped them think through how to use data to illustrate their client discussions – including when not to use the numbers and focus on the intuition behind the numbers. Following Dimensional Fund Advisors, Bob joined inStream Solutions to help them develop one of the most complete financial planning analytics tools on the market.

Bob joined the McLean team to continue working to understand how investments fit in the broader retirement income paradigm, and to have a chance to work directly with clients to help them develop a more complete understanding of how everything fits together.

Bob grew up in Hanover, NH, and now lives in Portland, ME with his wife and two daughters.

Education

  • B.A. Government, Connecticut College

Professional Affiliations & Designations

  • Chartered Financial Analyst (CFA)

Total Return

How to Create Your Retirement Income Plan

Designing Your Asset Allocation

Sustainable Spending from Investments Main Page

Ongoing Investment Management Main Page

Why The Markets Work Main Page

Risk Wrap

How to Create Your Retirement Income Plan

Understanding and Interpreting Annuities and Annuity Contracts Main Page

Annuities and Risk Pooling

Designing Your Asset Allocation

Sustainable Spending from Investments Main Page

Time Segmentation

How to Create Your Retirement Income Plan

Designing and Implementing Your Bond Ladder Main Page

Understanding and Using Time Segmentation Strategies Main Page

How Do Bonds Work? Making Sense Of Bond Returns

Managing Inflation In Your Retirement Income Plan

Income Protection

How to Create Your Retirement Income Plan

Understanding and Interpreting Annuities and Annuity Contracts Main Page

Annuities and Risk Pooling

Developing a Social Security Claiming Strategy Main Page

Managing Inflation In Your Retirement Income Plan

Creating Your Retirement Plan

How to Create Your Retirement Income Plan

Making the Most of Your Charitable Donations: Understanding Charitable Giving Strategies and Your Retirement Plan

Medicare Decisions and Health Expenses for Retirees 2024

Long-Term Care Planning Main Page

Developing a Social Security Claiming Strategy Main Page

Understanding Retirement Expense Dynamics: Expense Categories and Risks

Living in Retirement

The Vanishing Work – Retirement Threshold

On Your Own in Retirement: Special Considerations for Singles, Divorcees and Widows

Family Dynamics and Your Retirement Plan – At the Intersection of Love and Money

Optimizing Your Other Portfolio: Maximizing Returns from Your New Time Affluence in Retirement

Housing Decisions for Retirement Main Page

Non Financial Side of Retirement Main Page

Health in Retirement

Long-Term Care Planning Main Page

How to Manage the Physical, Behavioral, and Mental Health Risks to Your Retirement

Medicare Decisions and Health Expenses for Retirees 2024

Health Risk in Retirement: How to Think About It and What to Do About It

Investment Deep Dive

Why The Markets Work Main Page

Taming the Factor Zoo – Making Sense of Investment Risk Factors

Designing Your Asset Allocation

Sustainable Spending from Investments Main Page

How Do Bonds Work? Making Sense Of Bond Returns

Understanding and Using ESG Investments

Factor Investing: Research and Practice Main Page

Ongoing Investment Management Main Page

Finding the Right Balance on Rebalancing

Retirement Income Challenge

RIC – DAY 1

RIC – DAY 2

RIC – DAY 3

RIC – DAY 4