Skip to main content

Check out our 3Q2024 Market Review and Investment Outlook for the remainder of 2024

A couple walking along a path with the sun shining.

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.

Filter and Search

Qualified May2022 Article1

The Risk of 401(k) Lawsuits: If It Can Happen to Them…

This article discusses a national accounting and consulting firm who was sued for excess fees. The bottom line: It behooves the prudent fiduciary to explore every avenue to protect themselves whilst acting in the best interests of their participants.

Read More
Board Composition Blog DHM USE

3 Types of Board Members: Why All Are Essential for Organizational Success

Many people find enjoyment in service on boards of directors for their favorite non-profit organizations. The most effective boards seem to have a thoughtful and strategic approach to selecting their directors with the intentions of achieving and maintaining an appropriate balance of skills, experiences, and interests that serve the organization’s interests very well. This issue is particularly important among selection of officers for the board. Learn more.

Read More
I Stock 1058694620 KAM cybersecurity blog USE

3 Areas of Cybersecurity Risk Pose Concern for Today’s Nonprofits

Cybersecurity is a hot topic these days and news headlines about cyber attacks and hackers are quite common. The nonprofit world is not immune to such attacks. In fact, recent statistics reveal two truths for nonprofits: (1) the frequency of cyber incidents is increasing and (2) nonprofits often lack proper cybersecurity protocols. Find out what areas are most vulnerable for nonprofits and how to safeguard your organization.

Read More
I Stock 534605941 KMS blog USE

Find Help with Your Medical Bills

Despite over 90% of the United States population having some form of health insurance, medical debt remains a persistent problem. For people and families with limited assets, even a relatively small unexpected medical expense can be unaffordable. For people with significant medical needs, medical debt may build up over time with often no other option but making monthly payments as you can.

It can be understandably distressing trying to figure out how to pay out-of-pocket medical expenses — but it is important to understand all your options and to get financial assistance for medical bills as soon as possible. Check out these tips to help you in navigating your medical bills.

Read More
NEW Free Banner Image

The Eye of the Storm?

Read Senior Investment Strategist Dave Nolan's first quarter review and market outlook for 2022.

Read More
I Stock 518591158 FINAL IMAGE SAT blog Feb2022

Do You Have a Financial Timeline?

A financial timeline is a great way to help you track and understand financial data points from your past, as well as map out potential data points in the future for planning purposes. If you've never considered your own financial timeline, you should. Here's why.

Read More
ESG Upload to Insights

Department of Labor takes a 180 Degree Turn on ESG Investing

Review a summary of key updates from the Department of Labor as it regards Environmental, Social, and Corporate Governance (ESG) investing.

Read More
Financial Wellness Image

Thanks for the Memories: Gratitude and Financial Wellness

How do you help your employees resist the “urge to splurge” and prioritize saving for retirement instead? It certainly seems like a tall order, given that it runs counter to tenets of fundamental human psychology. But what if the answer could be as simple as a little well-timed gratitude? Find out more.

Read More
Loan Interest Rates

What is an appropriate interest rate for plan loans?

Digging a little deeper into the ERISA and IRS requirements that DC plan loans reflect a “reasonable rate of interest”.

Read More

Let's Connect and Thrive

Play