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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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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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The Push and the Pull of the Markets – Who Wins?

The second quarter of 2018 can be called a lot of things, but boring isn't one of them. Economic growth still looks healthy and corporate earnings are growing strongly. But there are several potential political risks to markets over the second half of the year. Learn more about what may be on the horizon.

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Should You Be Worried About Your Bonds?

Ever hear the old adage "sell in May and go away," warning investors to sell their stock holdings in May to avoid a seasonal decline in equity markets? While this approach to stock investing is not a prudent method to enhance long-term stock performance, does this adage apply to bond holdings?

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How Will You Replace Your Income in Retirement?

Does the question "Am I going to outlive my retirement savings?" keep you up at night? We know stocks have a higher return than bonds, but they also have more price volatility. Here's why Dividend Growth Stocks might be the right answer for you and your situation.

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You Gotta Know When To Hold ‘Em…Know When To Pay Taxes!

Did you know gambling winnings are subject to both federal and state tax? Here's the 4-1-1 on the types of gambling winnings and the taxes that apply to each.

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Parents Have the Power

Parents have the power to build or destroy their children's financial futures. Proper legacy planning can make the difference to your child's future success.

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Who's Driving the Bus? A Return to Volatility in 2018

After an historically calm 2017 where progressively better and better news on the economic front led to surging global stock markets, January 2018 witnessed a massive blow-off rally in stocks. However, February saw equity prices give back all of January’s gains. Read the market recap here.

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