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.

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.

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.

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.

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.

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

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.

Did you know tax filers who are eligible for Child Tax Credit prepayments could see far smaller refunds or larger tax bills next year? Learn more so you can make better informed tax decisions for your unique financial situation.

When it comes to investing, the current standard of return on investment (ROI) can be self-limiting, adding pressure that is counterproductive. So much of ROI is not within our control. It’s important to balance return on investments with return on life (ROL). Return on life is defined as, "How well you are doing in living the life you want, with the money you have.”