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...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.

Brad Foster, CFA®

Brad serves as a Financial Strategist for McKinley Carter Wealth Services, with nearly 10 years of experience in the investment industry, including 5 years as an analyst on the trading floor at Freddie Mac, honing his knowledge of mortgage-backed securities while simultaneously earning the designation of Chartered Financial Analyst through the CFA Institute, passing all 3 levels on the first attempt.

Prior to joining McKinley Carter, Brad also served as an Advisor for a large national brokerage firm, working with individuals, families, and nonprofits to develop and implement customized financial plans. Brad’s deep background in investments makes him a valued member of McKinley Carter’s Investment Strategy Council.

Brad attended James Madison University and earned a bachelor’s degree in finance and economics. Since returning to Charleston, Brad has been actively involved in many social and professional organizations, including serving on the board of directors for the YMCA of Kanawha Valley and Capitol Market. He is an active member of the Rotary Club of Charleston and a graduate of the Leadership Kanawha Valley program.

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Posts by Brad Foster, CFA®

Brad Foster, CFA®
Brad Foster, CFA®

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This is a review of some widely-held assumptions and an evaluation of whether investors could have benefitted by positioning their portfolios accordingly.

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You’ve spent your working life building up your nest egg in a tax-efficient manner by allocating savings across tax-favored and taxable investment accounts.

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