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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.

Wealth Management

Why You Should Approach Your Child’s College Choice Like Buying Your First Home

Frank Neiderhiser, CFP®

Mar 8, 2021
Wealth Management

Speak to an Advisor: You Have Everything to Gain

Brian Lipton, CFP®, CPA, PFS, AIF®

Feb 22, 2021
Wealth Management

Financial Goal-Setting Starts with 'the End in Mind'

Brian Lipton, CFP®, CPA, PFS, AIF®

Jan 15, 2021
Wealth Management

The Beat Goes On: Vaccine Optimism Paved Way for 2020 Record Highs, Sets Stage for 2021

David Nolan

Jan 13, 2021
Wealth Management

Do You Have an ‘Iron Grip’ on Successful Retirement Planning?

Brian Lipton, CFP®, CPA, PFS, AIF®

Dec 29, 2020
Nonprofits

Is Your Investment Spending Policy Sustainable?

David McKinley, CFP®

Nov 30, 2020
Nonprofits

Bequests and Beneficiary Designations: Simple Ways to Leave a Legacy

Kathleen McDermott

Nov 30, 2020
Nonprofits

AN URGE TO GIVE: Considerations for Year-End Giving

Brian Gongaware, CFP®, SE-AWMA™

Nov 30, 2020
Wealth Management

What Do The Beatles, Financial Behavioral Bias Have in Common?

Brian Lipton, CFP®, CPA, PFS, AIF®

Nov 19, 2020
Wealth Management

Succession Planning is Critical for Every Small Business Owner

Teresa Michaels, CFP®

Nov 10, 2020
Wealth Management

Financial Infidelity: Are You Cheating on your Honey with Money?

McKinley Carter Wealth Services

Nov 2, 2020
Investing

The Economy and the Markets in The Age of COVID – A Contest Between the Federal Reserve and Margo Channing

David Nolan

Oct 14, 2020
Wealth Management

Why ‘Assessment’ Should Become Your New Financial Habit

Brian Lipton, CFP®, CPA, PFS, AIF®

Oct 7, 2020
Investing

Risky Business – These Are Not Your Father’s Bonds

David Nolan

Sep 21, 2020
Wealth Management

American Muscle: A Great Ride, Maybe A Great Portfolio Asset As Well?

Dino Giovannone, CRPS®, CPFA®

Sep 15, 2020
Risk Management

Buyer Beware: Retail Therapy May Be More Costly Than You Know

McKinley Carter Wealth Services

Jul 15, 2020
Wealth Management

What You Need to Know About Beneficiary Designation

Nicole Gabriel, CFP®

Jul 13, 2020
Wealth Management

Just Do Something

Brian Gongaware, CFP®, SE-AWMA™

Jul 9, 2020
Investing

The Worst of Times, the Best of Times – Keep Your Focus on the Horizon

David Nolan

Jul 9, 2020
Advisory Services

2020: The Year of Challenge, Change, Comeback

Teresa Shawver, FPQP®, CPFA®

Jul 9, 2020
Nonprofits

How to Harness the Power Of Social Media

McKinley Carter Wealth Services

Jun 15, 2020
Nonprofits

Smart Actions to Advance Your Nonprofit Organization During These Uncertain Times

Kathleen McDermott

Jun 15, 2020
Risk Management

Insuring Your Valuables Can Be Risky Business

David Wilcox II, CPWA®

Jun 2, 2020
Professional Development

Leveraging Your Career Toward Financial Stardom

McKinley Carter Wealth Services

May 27, 2020
Wealth Management

Three Ways to Take Back Financial Control during COVID-19 Uncertainty

Frank Neiderhiser, CFP®

Apr 28, 2020
Retirement Plans

Small Business Tax Guide, Resources for CARES Act

Brian Lipton, CFP®, CPA, PFS, AIF®

Apr 8, 2020
Investing

A Black Swan Visit Roils Markets – Now What?

David Nolan

Apr 8, 2020
Risk Management

How to Stay Safe from Covid-19 Cyber Scams

McKinley Carter Wealth Services

Apr 3, 2020
Nonprofits

Is Your Mindset Getting in the Way of Your Organization’s Mission?

Kathleen McDermott

Mar 17, 2020
Investing

MCWS Investment Update_03.13.20

David Nolan

Mar 13, 2020

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