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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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Surprising Positive Pandemic Outcome: A Surge in Retail Investors

The COVID-19 pandemic brought economic shutdowns, high unemployment rates, and market volatility; but it also highlighted that individuals should prioritize saving over spending. Research shows a surge in retail investors emerged as a direct result of the pandemic -- one now dubbed the "Generation Investor."

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Post-COVID, Markets Prepare for Transition

The S&P 500 hit new all-time highs again in the third quarter as investors looked past a resurgence of COVID-19 cases in the U.S. and instead focused on the positive combination of a resilient economic recovery, ongoing historic support from the Federal Reserve, and strong corporate earnings. Market volatility did pick up notably during the final few weeks of September however, reminding investors that the transition to a post-pandemic “new normal” isn’t always going to be smooth. We dig deeper into performance and outline the actions we took in McKinley Carter portfolios, plus provide our best-thinking on what's ahead.

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How SIPC Insurance Protects Your Brokerage Accounts

Did you know the Securities Investor Protection Corporation (or SIPC) offers insurance protection for brokerage accounts, similar to what the FDIC provides for bank checking and savings accounts? While brokerage firm failures are extremely rare, the SIPC will protect you. Learn more.

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ESG Ratings Give Nonprofits More Impactful Investing Options

No one understands the impact of a dollar like non-profit organizations. Often, an organization’s ability to change the world for the better relies so much on the stream of donations to fund their mission. However all too often, pursuing that mission stops when an organization’s funding outpaces their needs and they turn their attention toward investing. It is now easier than ever to affect positive change in the world while still getting a return on invested capital.

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TRUST. CONFIDENCE. INTEGRITY — What It Means to Work with a CEFEX Certified Advisor

McKinley Carter's Nonprofit Advisory Services division has been awarded certification from the Centre for Fiduciary Excellence, LLC (CEFEX) that demonstrates the firm's adherence to fiduciary best practices, signifying conformance to a recognized global standard of fiduciary excellence.

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3 Things a Tesla has in Common with your Investment Policy Statement

If you serve on a 501(c)(3) executive or finance committee, you are responsible for drafting and maintaining a sound Investment Policy Statement (IPS) for your organization. Did you know that there are many commonalities between a well-drafted IPS and the unique engineering advancements that Tesla has brought to the automobile industry? Learn more.

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Qualified Versus Nonqualified Plans

We know a strong retirement savings strategy is critical for all working Americans. But why are there two classes of retirement plans and how are they different? Learn more.

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Retirement Plan Committee Activities

What is the role of a retirement plan committee and why is it so important to your company's fiduciary duties to plan participants?

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Bitcoin: Coming to a 401(k) Plan Near You?

Greater media attention has caused Bitcoin interest to surge. However, the prudence in adding Bitcoin to a retirement plan is questionable, at best. Learn more.

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