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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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Financial Markets 616070 edited

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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Adult Children Could be on Hook for Parents' Nursing Home Bills

As Baby Boomers continue to move past retirement and into needing long-term health care, the burden may be great for the children of Baby Boomers.

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Girls Science

Women in History Month: Forging a Definitive Path for Women in STEM Careers

Women are largely underrepresented in STEM careers. Is there something more that we — parents, educators, and policy makers — should do to change that?

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What a Former Executive Can Teach Us about Investor Behavior: Parallels in Patience

#1 indicator of investment performance is investor behavior. Work with a trusted financial advisor to navigate the forces that impact total financial picture.

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Retirement 101: How Do You Know If You're on Track?

The more you save; the better off you will be when you retire. How to know if you're really on the right track for retirement.

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Trump, Year-end Planning, and Married Status: It’s Complicated

With the presidential election in the rear-view mirror, tax reform will be front and center in 2017.

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Election Huddle

Managing Election Day Anxieties about Your Investments

People have asked me in recent weeks whether they should make changes to investment portfolios as a result of recent developments in the presidential election.

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Website Meet The Team

Investing in a Strong Team Means Unrivaled Client Service

Entrusted by our clients for wealth management, we find it very rewarding to fulfill our fiduciary commitment & help clients achieve their financial objectives.

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