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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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Do You Know Where Your Assets Are?

McKinley Carter Wealth Services employs multiples levels of dual financial controls throughout our operations to protect our wealth management client assets.

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Election Huddle

2016 Presidential Election: Predicting Markets, Election Results

Markets, over the long-term, are mostly moved by fundamentals, economic outlook, and, for the time being, central bank policies.

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News on your Retirement Nest Egg: Latest research refutes conventional thinking on withdrawals

You’ve spent your working life building up your nest egg in a tax-efficient manner by allocating savings across tax-favored and taxable investment accounts.

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Tis the Season … for Year-End Giving

In financial planning, we begin discussing year-end matters, such as deferring income, and harvesting tax losses, well before the end of the calendar year.

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Sound Planning Strategies for Those Who Didn’t Grow Up as Part of The Brady Bunch

Most every family has a fault-line; important to keep in mind when having conversations about money and assets, and ultimately the distribution of those assets.

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In Praise(?) of College Debt

Study shows millennials who borrowed money to secure a college degree were more likely to achieve certain measures of financial success than graduates who did not.

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Financial Planning

Your Investments: What Worked and What Didn't in 2Q2016

After a relatively flat 2015, investors are experiencing a bumpy ride in 2016. In a persistently slow economy, investors are inclined to focus on negative news.

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Death and Taxes

Even with the web & it's large amount of info, death and taxes are still certain in life, and the former has an important financial impact on the latter.

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On the Road to Investing in a Good Life…

Serving financial planning clients is a far more comprehensive endeavor than simply provoking clients to think and take action concerning retirement.

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