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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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A Few Thoughts about Preparing for Income Tax Compliance

If you have an accountant prepare your return, this contains some useful tips that may help reduce preparation costs, improve accuracy, & minimize tax notices.

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Downward Mobility: Why So Many Kids from Wealthy Families Earn Less Than Their Parents

Parents want to help their kids achieve financially secure careers. But many kids of high income parents end up earning far less than their parents. Here's why.

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College Costs are Going Down - and Other Education Trends Worth Noticing

Many parents save money for their kids’ future college costs at the expense of their own financial futures. But did you know college costs are dropping?

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Why You Might Want To Give Up Trying To Balance Work and Life

Consider "blending" (not "balancing") those activities that improve your financial situation and your obligations to take care of yourself and your family.

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Why Pay for Human Help with your Investments?

Though online financial management technologies exist, many people still benefit from the coaching and support that comes from a professional financial advisor.

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Why Smart People Make Bad Financial Decisions

McKinley Carter helps its clients by helping them avoid mistakes with their money.

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Political Party Affiliation Impacts Return on Investment, For Better and For Worse

Exactly how do political developments affect one's investment behavior? Interesting results from academic studies are discussed here.

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Teach Your Children Well – The Benefits of Having a Working Mom

Many parents are intentional about teaching prudent financial practices to their children. But children learn more from their parents by just being around them.

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Charitable Giving and Children: Inspiring Kids to Give Back

When children see adults actively involved in philanthropy, it can inspire them. Steps to teaching children the joy of helping others.

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