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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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Business Owners: Taking Care of Your Most Important Wealth Management Asset is Like Playing Guitar

Business owners should consider their business and its associated risks when developing an overall wealth management strategy with their financial advisor.

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Important 'Spring Cleaning' Tips to Remove your Financial Dustballs

With tax season over, here are some great financial tips to keep in mind regarding your kids and summer jobs, your ROTH contribution, capital gains, and more!

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Lifetime Planning Tools to Help Busy Execs Maximize their Time, Resources

Successful executives have limited time, energy and other resources. Here's a toolkit that helps you eliminate distractions and focus on your lifetime goals.

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Stop Watch Blog

Beating the Budget Burden 60 Seconds at a Time

Keeping track of spending can be a daunting task. To aid in the burden of sticking to a budget and monitoring spending, have a "money minute" each day.

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The Meaning of French Election for Investors

On May 7, 2017, French voters will choose between Macron and Le Pen. How does this election impact investors?

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Seizing an Opportunity to Reduce your Fund Fees

McKinley Carter Wealth Services’ mission is to offer comprehensive investment programs to help our clients achieve their long-term financial goals.

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Fiduciary Duty

Impact of the DOL’s Fiduciary Rule on RIAs: Business as Usual

As a registered investment advisor (RIA), we have always operated in a fiduciary capacity, thus avoiding the conflicts of interest for which the Fiduciary Rule is meant to address.

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Message to Investors: Avoid the ‘Noise’ of the Headlines, Focus on Market Fundamentals

This is a review of some widely-held assumptions and an evaluation of whether investors could have benefitted by positioning their portfolios accordingly.

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Rx for Succession of your Practice

McKinley Carter offers guidance on something so very important, but so often overlooked by physicians—creation of a Succession Plan for their medical practice.I

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