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Insights

Our thinking, for the taking. Stay on top of your financial well-being with insights from McKinley Carter strategists and portfolio managers. Uncover the latest on the economy, investing and retiring, along with other timely ideas and information.

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The Big Breakup: It's Not You, It's Me

For decades wealthy and mass affluent families have worked with major bank and brokerage institutions. With changes in the financial industry, such families may be better served exploring a superior relationship model.

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McKinley Carter Is First WV Firm to Earn CEFEX Certification for Fiduciary Excellence

McKinley Carter is proud to announce that after much work and dedication, we have been Certified by CEFEX -- the Centre for Fiduciary Excellence. This quality assurance confirms that McKinley Carter’s Retirement Plan Services team has been adhering to the best practices in the industry and always seeks to put clients’ needs ahead of their own. Read more about why working with a CEFEX-certified advisor is so important.

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3 Ways Real Estate Can Enhance Your Personal Financial Plan

Can real estate play a part in your personal financial plan? Yes it can! Here are three great ways to get involved in the real estate game.c

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Are You Financially Fragile?

To build a truly durable financial life, we must think beyond the common risks and design a plan to handle a broader range of potential issues. Learn more

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Married Couples: 5 Must's for Making the Most of your 'Financial Game Plan'

Married couples should consider a “team approach” to their financial life together — one with a strong game plan and goals. Learn about the 5 must-have ingredients for making the most of a Marriage’s Financial Game Plan.

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4 Financial Strategies to Make for a Smooth-sailing Retirement

Improve your financial well-being and live a comfortable retirement by leveraging your “Gap Years”. Here's how to take action today.

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Illiquid Assets and Estate Plans: What You Need to Know

Many people have illiquid assets and when setting up their estate plan, they may not be aware of the impact the estate tax will have on their heirs. Learn more

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What You Need to Know About Beneficiary Designation

Selecting beneficiaries and creating an estate plan can help you fulfill your wishes and potentially guide your heirs from the grave. Check out these tips.

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Six Questions to Ask Before Saying 'Yes' to Nonprofit Board Service

Before you agree to serve on a nonprofit board, ask the right questions about the nonprofit's expectations so the experience is a meaningful one for both of you

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