Fall always feels like a season of giving. What better time to
be intentional about conversations with family to come up with ways to
give back, pay forward, however you want to label it?
Be creative. Involve the littles, the tweens, the teens, your college
students, and your adult children. Make it a fun and meaningful
conversation about how blessed you are, and learn how each would give
back if there were no limits. Remember, the most valuable contributions are often not monetary. Think outside the box to build your family philanthropy
plan.
With the new year comes reflection on what we achieved in the prior year. Did we fall short? Or did we succeed and want to continue our momentum?
If your New Year resolution involves relieving "money stress" by creating a financial plan in partnership with a professional advisor, you're not alone. Learn how to get started, and let 2023 be the year you begin your journey toward financial autonomy.
Technology and internal protocols we put in place well before anyone ever heard of COVID-19 prepared us to make the seamless move to virtual operations.
At MCWS, we proudly invest in providing a workplace where employees WANT to be. Learn more about how we turn that passion into excellence in client care.
After a thorough vetting of McKinley Carter’s practices and investment strategies, MCWS has been approved as a Third-Party Investment Manager with The Pittsburgh Foundation. Learn more.
Simple advanced planning can save your loved ones much heartache when it comes to handling a medical emergency. Here are three things you can do to ensure your wishes will be followed.
McKinley Carter advisors pride themselves on a relationship-driven approach to their advisory work — one that engages the client as an active partner, and one where the advisor serves as a trusted fiduciary, confidante, and friend.
To best leverage expertise and experience of our advisors, MCWS formed Specialized Practice Groups to serve as a resource for the firm and clients. Learn more!
