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.

MCWS

Posts by MCWS

MCWS
MCWS

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.

Read More

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.

Read More

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.

Read More

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.

Read More

If offered an early retirement buyout by your employer, should you sign up or run away? At first glance, you might think the answer is pretty obvious; but each situation is different and, more often than not, early buyout options are complex and should be thoughtfully analyzed. Here are three crucial questions to ask yourself when considering a buyout option.

Read More

In mid-October 2018, the financial markets experienced significant volatility. We advised our clients to "stay the course" and put the numbers into historical perspective to calm any fears. Read more about our best thinking here.

Read More

If you're going through divorce, here's how to define yourself as a strong, independent single woman using a financial action plan of saving and budgeting.

Read More

Succession planning doesn’t have to be a nightmare for nonprofit board members. Here are a few proactive steps to help you prepare for leadership change.

Read More

Learn how Socially Responsible Investing (SRI) is impacting today's nonprofits and whether it compromises investment returns.

Read More

What are the two biggest challenges facing nonprofit executive directors today? Find out here...and learn what actions to consider to tackle those challenges.

Read More