Welcome to our blog

...where McKinley Carter advisors and journalists from highly-respected publications discuss the wide range of forces and factors impacting our clients’ total financial situation – now and in the future. Start with our featured posts below or search by post topic.

A goal-oriented, collaborative financial plan is the remedy for a better, more worry-free life. Professional financial advisors are there to serve as your guide, your GPS. Learn more.

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Married couples should consider a “team approach” to their financial life together — one with a strong game plan and goals. Learn about the 5 must-have ingredients for making the most of a Marriage’s Financial Game Plan.

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For decades wealthy and mass affluent families have worked with major bank and brokerage institutions. With changes in the financial industry, such families may be better served exploring a superior relationship model. Learn more about our fiduciary service model for clients.

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Nonprofits are always trying to forge engagement and relationships with a potential client, donor, or volunteer. Through a story you provide a window into your world; the needs of your organization; who and how you help serve your community; and why it matters to the audience. Learn more.

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If you are an Executive Director or serve as a Board leader, you may have encountered an unengaged board member who no longer contributes to your organization in a meaningful way. Learn four measures that will keep your board, and its engagement with your mission, both vibrant and alive.

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The resources of a nonprofit organization are vast. If you are an ED, CFO, or Board Member, numerous stakeholders are dependent on your efficient allocation of those resources to fulfill your mission. Explore how a professional financial advisor can help you manage those resources.

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If you have fears and frustrations about your investment portfolio, perhaps you aren't getting the right education and professional guidance. Every individual should have a financial plan that includes setting reasonable expectations for the risks and returns on that portfolio. Learn how a Fiduciary Investment Advisor can give you peace of mind.

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Is Your Financial Plan on 'Fire'?

By MCWS • January 30, 2019

The "FIRE" movement ("Financial Independence, Retire Early") has gained a lot of momentum with Millennials. It's about living on a small percentage of income so you can retire 20-25 years early. At MCWS, we call this concept Financial Autonomy. Learn how we help clients achieve Financial Autonomy.

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All humans possess psychological biases, and often they can lead to missed opportunities and poor decision-making. As an investor, understanding those psychological biases might help you be more aware of your own decision-making process. Find out what four key investing biases you should avoid to be successful in 2019.

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After a thorough vetting of McKinley Carter’s practices and investment strategies, MCWS has been approved as a Third-Party Investment Manager with The Pittsburgh Foundation. Learn more.

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