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.

What agencies or entities should you alert when you've changed your name due to marriage, divorce, or adoption? Check out this comprehensive list!

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A well-thought-out Request for Proposal process helps nonprofits find a financial advisor who is committed to their mission, all with less stress involved.

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Following "Robert’s Rules" is essential for nonprofit board meetings. Learn how they make a difference in decision-making and productivity for the board.

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Do you have the necessary tools to successfully “free solo” your financial plan? Find out how you may be better served working with a professional advisor.

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What are the self-imposed roadblocks that prevent you from volunteering? Learn how to overcome them so you can make a real difference in your community.

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2Q2019 Market Update: Equities have experienced robust growth and have recently achieved new all-time highs. Learn more about what is driving our economy.

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The journey toward earning the Certified Financial Planner® certification is not an easy one. Here's the personal story of one MCWS advisory team members.

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Can real estate play a part in your personal financial plan? Yes it can! Here are three great ways to get involved in the real estate game.

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It's never too early to start preparing for your 2019 taxes. Here are 3 timely tax-saving strategies you can employ now to lower your tax bill next year.

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We are thankful for the strong start to the year, but also mindful that now is not a time to become complacent -- risks to investors' portfolios remain.

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