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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.

Deborah Moses

Deborah A. Moses is a Financial Strategist for McKinley Carter serving the investment needs of the firm’s private wealth and nonprofit clients. Debbie also serves as the Chair of the Investment Communications Committee.

Debbie developed her investment expertise while serving as a portfolio manager in the private asset management groups at leading financial services institutions. She has over 20 years of experience serving the investment needs of individuals, families, small businesses, and trusts.

Debbie earned her B.A. in history from Penn State University and her M.S. in public policy analysis from Carnegie Mellon University. She is a Certified Senior Advisor (CSA) as well as the recipient of the CMU Alumni Service Award and the Federal SBA "Advocate for Women in Business" Award.

Debbie is an active member of the Pittsburgh community, serving as an advisor or board member for various nonprofit organizations, including CCFA of Western PA (Crohn’s and Colitis Foundation of America), The Pittsburgh Foundation Arts Scholarship Committee, PROGRESS (The Program for Research & Outreach for Gender Equity in Society at Carnegie Mellon University), and Senior Hearts Rescue & Renewal.

Posts by Deborah Moses

Deborah Moses
Deborah Moses

Beware: The rules for inheriting an IRA from a parent, grandparent, or friend are much more complex than those for a spouse. Learn about the costly pitfalls!

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After a relatively flat 2015, investors are experiencing a bumpy ride in 2016. In a persistently slow economy, investors are inclined to focus on negative news.

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Taking care of aging parents is an increasing reality for many baby boomers. We have entered, a perfect storm of increased longevity & rising healthcare costs.

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