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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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Putting Your Money Where Your Mission Is

Learn how Socially Responsible Investing (SRI) is impacting today's nonprofits and whether it compromises investment returns.

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Regional Nonprofit Executives Weigh In on 2018 Challenges

What are the two biggest challenges facing nonprofit executive directors today? Find out here...and learn what actions to consider to tackle those challenges.

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Illiquid Assets and Estate Plans: What You Need to Know

Many people have illiquid assets and when setting up their estate plan, they may not be aware of the impact the estate tax will have on their heirs. Learn more

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Two Things to Help with Life’s Surprises

Life is full of unexpected surprises, both positive and negative. Learn what two things you need to better cope with those unwanted surprises.

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Turning Knowledge into Action

To best leverage expertise and experience of our advisors, MCWS formed Specialized Practice Groups to serve as a resource for the firm and clients. Learn more!

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Three Biggest Takeaways from U.S. Tax Reform Act

2018 welcomes taxpayers and CPAs with the largest changes to the U.S. income tax system in recent history. Learn about the impact on companies and individuals.

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Banner Investment Year in 2017: But What Does that Mean for 2018 Outlook?

Looking back at 2017, it was the best year for stocks since 2013. But what does the strong markets of 2017 mean for the 2018 outlook? Let history be our guide.

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You've Received an Inheritance: What Financial Questions to Consider

Learning you've received an inheritance can often come at a very emotional time. To ensure good financial management of your inheritance, take time to consider these important questions.

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2018 New Year's Resolution: How to Become a Healthy, Happy Nonprofit

Did you know nonprofits are particularly at risk of unknowingly sabotaging their staff’s self-care? Here's how to ensure your nonprofit is healthy and happy.

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