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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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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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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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