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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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I Stock 827144838

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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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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Six New Year's Resolutions to Improve your Financial Health

It's that time of year when we think about New Year's resolutions. Here's why it's important to focus your goals not just on your personal health but also on your financial health.

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BTG Terrain Race

'A Unique Journey Every Step of the Way'

Our financial life can begin with the feeling of being in over our head. Here's how to learn new skills and get comfortable making financial decisions.

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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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