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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 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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It Is Never Too Early To Start Year-End Planning

The best time to start year-end planning is after you complete your tax return and realize how certain actions in the prior year could have changed things.

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My Fellow Millennials: Stop Saving for Retirement

For many millennials, retirement is the destination, but in reality, retirement is just another step along the journey.

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How to Handle the Next Big Stock Market Sell-Off

Headlines are full of another sell-off coming our way. It is not a question of if there will be unsettling declines in future markets, but when it will happen.

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Empower Your Child with Fundamental Saving and Spending Practices

Do you remember that class that changed your personal finance behaviors for the better? If not, you’re not alone. No such class existed at my school either.

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Did You Know Baseball and Planning for Retirement Have a Lot in Common?

Retirement planning can be an enjoyable experience, when you focus and make needed corrections along the way when life throws you those curve balls.

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Before Choosing a Financial Advisor, Know Thyself

No advisor can be all things to all people. To increase the chance you get the financial products and services you need, consider types of financial expertise.

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