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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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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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Three Tips to Avoid Charity Scams this Holiday Season

It’s officially the holiday season – a time of family, friends, and recognition of our blessings. It’s also a time that many generously choose to donate to their favorite charities. Unfortunately, this is also the time when those with unscrupulous motives prey on the unsuspecting. While we would hope we could spot a charity scam, sometimes it’s difficult especially when it’s one that pulls at our heart strings. Here are three crucial tips to ensure you don't get duped by a charity scam.

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Disability Insurance: Do I Need It or Not?

The risk of disability some time in your lifetime is out there for everyone, so should you do anything differently in your financial planning to address it? Because everyone’s individual financial situation is unique, there is no “one size fits all” answer here. But we can offer guidance on the right questions to ask when you have those important planning conversations with your trusted financial advisor.

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How to Leave a Lasting Legacy on a Modest Budget

While very few of us can give at the levels of famous philanthropists Bill Gates and Oprah Winfrey, we still have more financial resources to make a difference in our communities than we may realize. Here are some important factors to consider when you wish to leave a lasting legacy.

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Why Career Growth May Be Your Most Valuable Financial Asset

When you’re asked about your financial assets , where does your mind go? You might consider your savings account balance, a 401K, your investment portfolio, perhaps a second home. But did you ever stop and consider your CAREER as a financial asset? Most people don’t. But they should. Learn more.

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Hardship Withdrawals Just Got 'Less Hard'

Effective January 1, 2019, there are new changes to the Hardship Withdrawal provisions for retirement plans, thanks to The Bipartisan Budget Act of 2018. The new regulation brings about three significant changes that you should be aware of as you consider early withdrawals from your retirement plan.

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