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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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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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Insuring Your Valuables Can Be Risky Business

Don't assume your valuables are fully covered under your homeowners policy -- Most limit or exclude coverage for artwork and collectibles. Learn more.

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Leveraging Your Career Toward Financial Stardom

How can you reach a point in life where your decisions are not based solely on financials? Learn more about how to reach your own financial autonomy.

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Three Ways to Take Back Financial Control during COVID-19 Uncertainty

COVID-19 has wreaked so much turmoil, causing the most seasoned investors to crumble in doubt. Learn three ways you can take back financial control.

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Small Business Tax Guide, Resources for CARES Act

On March 28, 2020, Congress passed the CARES Act, providing an array of provisions to help the economy. Here's a guide and links to valuable resources.

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