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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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Is the Bull Still with Us?

After a third quarter (2018) that saw U.S. stock prices, as represented by the all-inclusive Russell 3000 Index, rise 7.13%, the index is now up 10.57% for 2018 following a 21.13% increase in 2017. Investors have now begun to question the staying power of this bull market in light of numerous concerns. Learn more.

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McKinley Carter Is First WV Firm to Earn CEFEX Certification for Fiduciary Excellence

McKinley Carter is proud to announce that after much work and dedication, we have been Certified by CEFEX -- the Centre for Fiduciary Excellence. This quality assurance confirms that McKinley Carter’s Retirement Plan Services team has been adhering to the best practices in the industry and always seeks to put clients’ needs ahead of their own. Read more about why working with a CEFEX-certified advisor is so important.

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Equip Yourself for a Good Life

Preparing for a lifelong financial journey requires an understanding of the possibilities, potential resources, and identification of contingency plans. The journey likely will require navigating a series of obstacles through varying conditions. You don’t have to sacrifice a Good Life today for a Good Life solely in retirement. How can we live a Good Life now and in the future? Read about the six critical actions required to equip yourself for a Good Life, financially.

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West Virginia's Natural Gas Boon: What Landowners Need to Know

West Virginia's renewed surge in energy production is good news for the state's landowners. But are they prepared to capitalize on the impending growth? Find out how to anticipate future cash flow from your royalty checks and how your well's depletion rate affects your financial situation.

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One Size Doesn’t Fit All: Tips for Cultivating Each Type of Major Gift Donor

Knowing and appropriately cultivating your major donor prospects should be an ongoing practice for all nonprofit organizations. Learn how to create an actionable plan for each of the five donor archetypes.

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Four Fiduciary Obligations Every Nonprofit Board Member Should Understand

What are the four categories of fiduciary decision-making that all nonprofit board members provide? Learn more here.

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Simple Ways to Prevent a Painful Healthcare Dilemma for your Family

Simple advanced planning can save your loved ones much heartache when it comes to handling a medical emergency. Here are three things you can do to ensure your wishes will be followed.

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Are You Prepared If Tragedy Strikes?

If your advisor has been broaching planning topics of estate/legacy, long-term care, insurance, business succession, but it really doesn’t interest you right now, this story shows you should at least explore the options. You and your family will rest well in knowing that you are as prepared as you can be if/when tragedy strikes.

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