Skip to main content

Watch McKinley Carter's latest webinar "Economic Outlook and Portfolio Strategy"

Man looking at an iPad.

Risk Management

To be a source of knowledge to advisors regarding ways to mitigate risk in clients’ overall investment strategies and financial lives, and to maintain a master list of risk management resources.

Meet Our Group Members
Related Insights
Umbrella 2891882 1920 SIPC2

How SIPC Insurance Protects Your Brokerage Accounts

Did you know the Securities Investor Protection Corporation (or SIPC) offers insurance protection for brokerage accounts, similar to what the FDIC provides for bank checking and savings accounts? While brokerage firm failures are extremely rare, the SIPC will protect you. Learn more.

read more
Baby 2717347 1920 KTS

Parent PSA: New Child Tax Credit Payments Could Negatively Impact Your 2021 Tax Bill

Did you know tax filers who are eligible for Child Tax Credit prepayments could see far smaller refunds or larger tax bills next year? Learn more so you can make better informed tax decisions for your unique financial situation.

read more
Paper 3213924 1920 DP Wblog May2021

Small Business Continuity Planning: Have You Safeguarded YOUR Business?

Seventy-five percent of business owners don't have a documented succession plan specifying what occurs if an owner or employee in a senior role dies or becomes disabled. Learn more about how to craft a strong business continuity plan that takes care of the business, its owners, and employees.

read more
A women smiling in an office, meeting with a client.

Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

Reach out for a consultation.

Let's Connect and Thrive

Play