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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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ABC’s of QCD’s: What Donors, Charities Need to Know about Year-end Giving

For those age 70 ½ or older who are thinking about their year-end Required Minimum Distributions, you may want to consider using the QCD charitable gift option.

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Four Signs a Nonprofit May Be Headed into a Perfect Storm of 'Mission Creep'

Don't let “Mission Creep” negatively affect your nonprofit. Learn the warning signs and how best to stay on course for those you serve.

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If You’re Turning 50, Uncle Sam Says It’s Time to Celebrate

If you're turning 50 years old, the IRS now gives you the opportunity to take advantage of the catch-up contribution provision in your 401(k) plan. Learn more!i s

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Market Review: A Look Back at 3Q2017, a Look Forward to Next Quarter

Through the first three quarters of 2017, the benefits of global diversification have paid off for patient and disciplined investors. Learn more plus look ahead

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Inherited IRA

Six Costly Pitfalls of Inheriting an IRA

Beware: The rules for inheriting an IRA from a parent, grandparent, or friend are much more complex than those for a spouse. Learn about the costly pitfalls!

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Service Standards Key to Client Success

McKinley Carter adds value to our wealth management, nonprofit, and retirement plan clients through the quality of service standards we provide. Learn more.

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The 4 Stages of Home Buying -- What First-Time Home Buyers Need to Know

Buying your first home can be a daunting experience. But if you understand the four stages of home-buying, you will be better prepared and less anxious.

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10 Tips to Protect Your Online Financial Identity

Identity theft is a real threat with increased online financial transactions and digital connections. Protect yourself with these ten free and easy tips.

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The 'Stay Interview': A Gamechanger for Finding Out What Keeps your Employees Happy

Exit Interviews reveal why employees are leaving, but Stay Interviews help managers understand why employees stay and how to reinforce those factors.

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