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.

After an historically calm 2017 where progressively better and better news on the economic front led to surging global stock markets, January 2018 witnessed a massive blow-off rally in stocks. However, February saw equity prices give back all of January’s gains. Read the market recap here.

Read More

McKinley Carter advisors pride themselves on a relationship-driven approach to their advisory work — one that engages the client as an active partner, and one where the advisor serves as a trusted fiduciary, confidante, and friend.

Read More

Retirement Planning should be a life-long mission. Here is some valuable retirement saving advice targeted to three audiences: (1) young people (in 20s and 30s) just starting their careers; (2) more mature, mid-career professionals; and (3) those closer to retirement (late 50s to early 70s).

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

Whether you are a sole proprietor or in business with partners, it’s critical to have a succession plan. Learn more about setting up a successful plan.

Read More

Working as trusted fiduciaries, we are just as invested in our clients’ dreams, fears, and challenges as they are. It’s our job to understand their situation and guide them through the retirement savings plan process...so we can give them the news they want to hear, 'Yes, you can retire!'

Read More

It's often difficult to think about. But here's how pre-planning for an aging parent's care will help you avoid much emotional, physical, and financial stress.

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

While very few of us can give at the levels of Melinda Gates or Oprah Winfrey, women still have more financial resources to make a difference in their communities than they may realize. Here are some important factors to consider to leave a lasting legacy.

Read More

No matter where you are in your wealth management journey, Risk Management is a foundational piece that should be addressed in any well-crafted financial plan.

Read More