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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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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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3 Ways Real Estate Can Enhance Your Personal Financial Plan

Can real estate play a part in your personal financial plan? Yes it can! Here are three great ways to get involved in the real estate game.c

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3 Ways to Lower Your Tax Bill

It's never too early to start preparing for your 2019 taxes. Here are 3 timely tax-saving strategies you can employ now to lower your tax bill next year.

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A Strong Start to 2019, But Caution Is Key with Existing Market Risks

We are thankful for the strong start to the year, but also mindful that now is not a time to become complacent -- risks to investors' portfolios remain.

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Getting It Done in 2019: Retirement Legislation

Congress is acutely aware that Americans are unprepared for retirement. One solution: 'Setting Every Community Up for Retirement Enhancement Act of 2019'.

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Reality Check: Debunking Five Tax Myths

Even simple changes create complications when it comes to U.S. tax law. It's time for a reality check, and an opportunity to help debunk common tax myths.

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