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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 Prevent Board Members from ‘Checking Out’ on Your Organization

If you are an Executive Director or serve as a Board leader, you may have encountered an unengaged board member who no longer contributes to your organization in a meaningful way. Learn four measures that will

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Your Nonprofit's New Best Friend

The resources of a nonprofit organization are vast. If you are an ED, CFO, or Board Member, numerous stakeholders are dependent on your efficient allocation of those resources to fulfill your mission. Explore how a professional financial advisor can help you manage those resources.

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If I Were Your Financial Advisor...

If you have fears and frustrations about your investment portfolio, perhaps you aren't getting the right education and professional guidance. Learn how a Fiduciary Investment Advisor can give you peace of mind.

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Is Your Financial Plan on 'Fire'?

The "FIRE" movement ("Financial Independence, Retire Early") has gained a lot of momentum with Millennials. It's about living on a small percentage of income so you can retire 20-25 years early. At MCWS, we call this concept Financial Autonomy. Learn how we help clients achieve Financial Autonomy.

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Four Investing Behaviors that Could Hurt You in 2019

All humans possess psychological biases, and often they can lead to missed opportunities and poor decision-making. As an investor, understanding those psychological biases might help you be more aware of your own decision-making process. Find out what four key investing biases you should avoid to be successful in 2019.

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MCWS Approved as Investment Manager with The Pittsburgh Foundation

After a thorough vetting of McKinley Carter’s practices and investment strategies, MCWS has been approved as a Third-Party Investment Manager with The Pittsburgh Foundation. Learn more.

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A Disappointing End to 2018 - What Happened and What’s Next?

A thorough recap of 4Q2018 Financial Markets and what may be ahead in 2019. Investors need to remember that successful investing is a marathon, not a sprint.

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9 Ways to Invest in YOU

Your lifestyle is a reflection of the investment you’ve made in yourself – and that “personal” investment could change your life in a variety of ways. And, an investment in yourself is likely the very best investment you can ever make. So how do you invest in YOU? Here are nine ways to consider.

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Three Questions to Ask When Facing an Early Retirement Buyout

If offered an early retirement buyout by your employer, should you sign up or run away? At first glance, you might think the answer is pretty obvious; but each situation is different and, more often than not, early buyout options are complex and should be thoughtfully analyzed. Here are three crucial questions to ask yourself when considering a buyout option.

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