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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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The SECURE Act Impacts Stretch IRAs, Estate Planning - What You Need to Know

Learn how the passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act by the U.S. Congress impacts your estate planning.

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Our Commitment to Protecting Vulnerable Investors

Advisors today must identify clients at risk for financial exploitation and take steps to prevent it. Learn how MCWS protects its vulnerable investors.

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Party Like It's 2019 - Can the Good Times Continue in 2020?

We provide a first quarter and 2020 market outlook, as well as reflect on 2019.

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What If I Gave You the Headlines of 2020?

Fear and greed are the two most damaging impulses for an investment strategy. 2019 is a good example of why you should always stick to your plan.

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How to ‘Give with Purpose’

When thinking about charitable giving, we tend to focus on financial donations. But remember, there are plenty of other ways to "give with purpose."

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Tax Saver’s Credit: Found Mon$y for Retirement

Did you know that the government offers a tax credit for participating in your retirement plan? Think of it as an instant reduction to your taxes.

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401(k) Participant Contribution Limits to Increase in 2020

The IRS has announced its 2020 cost-of-living adjustments (COLAs) for retirement plans. Learn about the increase in limits for participant contributions.

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Retirement Plan Sponsor's Fiduciary Obligations 101

Learn about the fiduciary obligations of today's retirement plan sponsors.

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Behaving Your Way to a Financially Satisfying Retirement

When talking about retirement, there are two possible outcomes: Either we outlive our money, or our money outlives us. Your behavior affects the outcome.

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