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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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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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‘You Get Me!’

McKinley Carter advisors pride themselves on a relationship-driven approach to their advisory work — one that engages the client as an active partner, and one where the advisor serves as a trusted fiduciary, confidante, and friend.

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Your Retirement Mission: Arm Yourself with Plenty of A.A.M.M.O.O.

Retirement Planning should be a life-long mission. Here is some valuable retirement saving advice targeted to three audiences: (1) young people (in 20s and 30s) just starting their careers; (2) more mature, mid-career professionals; and (3) those closer to retirement (late 50s to early 70s).

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Getting Savvy about Saving, Budgeting During Divorce

If you're going through divorce, here's how to define yourself as a strong, independent single woman using a financial action plan of saving and budgeting.

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Women Business Owners: One Thing You Should Never Postpone

Whether you are a sole proprietor or in business with partners, it’s critical to have a succession plan. Learn more about setting up a successful plan.

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‘Yes, You Can Retire!’

Working as trusted fiduciaries, we are just as invested in our clients’ dreams, fears, and challenges as they are. It’s our job to understand their situation and guide them through the retirement savings plan process...so we can give them the news they want to hear, 'Yes, you can retire!'

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Four Lessons Learned about Seeking Assisted Living Care for a Parent

It's often difficult to think about. But here's how pre-planning for an aging parent's care will help you avoid much emotional, physical, and financial stress.

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