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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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Risky Business – These Are Not Your Father’s Bonds

Your bonds are facing challenges not seen in our lifetimes – historically low interest rates have benefitted current bondholders as their prices have risen sharply in value; but the low current rates leave bonds exposed to losses, assuming rates rise in the future. Wondering if you should sell your bonds? Here are some strategies to consider.

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American Muscle: A Great Ride, Maybe A Great Portfolio Asset As Well?

Vintage cars are among the types of illiquid assets that can add considerable value to your portfolio. It's important to discuss these assets and other types of collectibles you may own with your financial advisor.

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Buyer Beware: Retail Therapy May Be More Costly Than You Know

Quarantines have resulted in a huge upswing of online shopping. But beware of the temptation to overdo your retail therapy. Here's what you need to know.

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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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Just Do Something

We feel compelled to take action when faced with a stressful situation affecting our finances. Here are some Smart Actions to improve long-term success.

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The Worst of Times, the Best of Times – Keep Your Focus on the Horizon

While 2Q2020 began with much despair and angst over COVID-19's impact on world economies, it ended with a sense of hope and optimism about global recovery.

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2020: The Year of Challenge, Change, Comeback

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.

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How to Harness the Power Of Social Media

Social media has revolutionized marketing and how we “consume” information. For nonprofits, harnessing social media can make an enormous impact.

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