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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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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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How Just Two Words Can Strike Fear into Nonprofit Board Members

Succession planning doesn’t have to be a nightmare for nonprofit board members. Here are a few proactive steps to help you prepare for leadership change.

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Women & Philanthropy: How to Leave a Lasting Legacy on a Modest Budget

While very few of us can give at the levels of Melinda Gates or Oprah Winfrey, women still have more financial resources to make a difference in their communities than they may realize. Here are some important factors to consider to leave a lasting legacy.

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Any Successful Wealth Management Journey Starts Here: Risk Management

No matter where you are in your wealth management journey, Risk Management is a foundational piece that should be addressed in any well-crafted financial plan.

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Female Investor Numbers Are on the Rise: Don’t Miss Out on Your Financial Opportunities

In the U.S., wealth is shifting to women. In fact, they are expected to control 2/3 of private wealth ($22 trillion) by 2020. Here's how you can get involved.

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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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