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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 Happy Employees Lead to Happy Customers

At MCWS, we proudly invest in providing a workplace where employees WANT to be. Learn more about how we turn that passion into excellence in client care.

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Sure-fire Ways to Remove Stress, Lock-in your 'Good Life' Financial Destination

A goal-oriented, collaborative financial plan is the remedy for a better, more worry-free life. Professional financial advisors are there to serve as your guide, your GPS. Learn more.

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Married Couples: 5 Must's for Making the Most of your 'Financial Game Plan'

Married couples should consider a “team approach” to their financial life together — one with a strong game plan and goals. Learn about the 5 must-have ingredients for making the most of a Marriage’s Financial Game Plan.

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The Big Breakup: It's Not You, It's Me

For decades wealthy and mass affluent families have worked with major bank and brokerage institutions. With changes in the financial industry, such families may be better served exploring a superior relationship model.

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Nonprofits: 5 Steps to Creating a Powerful Story that Engages Donors, Others

Nonprofits are always trying to forge engagement and relationships with a potential client, donor, or volunteer. Through a story you provide a window into your world; the needs of your organization; who and how you help serve your community; and why it matters to the audience. Learn more.

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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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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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