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

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.

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

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

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

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.

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.

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.

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.