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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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How to Say 'Bah Humbug' to Financial Scammers

The holidays are "prime-time" for scammers. Don't get duped. Learn how to protect yourself and your financial assets.

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It's a Beautiful Day in the Economy

It's the longest economic expansion in history, but the media warns a recession is imminent. We say don't let the news headlines play with your emotions.

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Recognizing the Signs of Elder Abuse

Protecting seniors from elder abuse is important in today's world of scams and fraud. Check out these four signs that the senior in your life may need help.

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The 'Great Expectations' of Financial Market Forecasts

Check out our look back at 3Q2019 market activity and our forecast for what may be ahead in the fourth quarter.

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Why You Shouldn't Fear a Recession

We keep hearing a recession may be nearing and that continues to spook many investors. But we say a recession is not something to fear, and here's why.

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5 Best Practices to Curb Your Cyber-Risk

With cyber-hacking becoming an almost daily occurrence, here are five best practices that will help individuals and companies protect themselves.

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Your Name Has Changed...So Now What?

What agencies or entities should you alert when you've changed your name due to marriage, divorce, or adoption? Check out this comprehensive list!

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Four Tips for a Successful RFP Process

A well-thought-out Request for Proposal process helps nonprofits find a financial advisor who is committed to their mission, all with less stress involved.

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Why ‘Robert’s Rules’ Are So Important for Board Meetings

Following "Robert’s Rules" is essential for nonprofit board meetings. Learn how they make a difference in decision-making and productivity for the board.

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