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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.

MCWS

Posts by MCWS

MCWS
MCWS

Fear and greed are the two most damaging impulses for an investment strategy. 2019 is a good example of why you should always stick to your plan.

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Why You Shouldn't Fear a Recession

By MCWS • September 17, 2019

We keep hearing a recession may be nearing and that continues to spook many investors. But we say a recession is not something to fear, and here's why.

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Congress is acutely aware that Americans are unprepared for retirement. One solution: 'Setting Every Community Up for Retirement Enhancement Act of 2019'.

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Improve your financial well-being and live a comfortable retirement by leveraging your “Gap Years”. Here's how to take action today.

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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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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 I Were Your Financial Advisor...

By MCWS • February 1, 2019

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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