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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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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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Should You 'Free Solo' Your Financial Plan?

Do you have the necessary tools to successfully “free solo” your financial plan? Find out how you may be better served working with a professional advisor.

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Volunteerism: The Journey from 'Life Consumer' to 'Community Contributor'

What are the self-imposed roadblocks that prevent you from volunteering? Learn how to overcome them so you can make a real difference in your community.

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Stocks Take a Licking in May and Keep on Ticking

2Q2019 Market Update: Equities have experienced robust growth and have recently achieved new all-time highs. Learn more about what is driving our economy.

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My Path to CERTIFIED FINANCIAL PLANNER™ Practitioner: A Journey of Perseverance

The journey toward earning the Certified Financial Planner® certification is not an easy one. Here's the personal story of one MCWS advisory team members.

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