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.

McKinley Carter offers guidance on something so very important, but so often overlooked by physicians—creation of a Succession Plan for their medical practice.

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#1 indicator of investment performance is investor behavior. Work with a trusted financial advisor to navigate the forces that impact total financial picture.

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People have asked me in recent weeks whether they should make changes to investment portfolios as a result of recent developments in the presidential election.

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Markets, over the long-term, are mostly moved by fundamentals, economic outlook, and, for the time being, central bank policies.

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Most every family has a fault-line; important to keep in mind when having conversations about money and assets, and ultimately the distribution of those assets.

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Serving financial planning clients is a far more comprehensive endeavor than simply provoking clients to think and take action concerning retirement.

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For many millennials, retirement is the destination, but in reality, retirement is just another step along the journey.

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Do you remember that class that changed your personal finance behaviors for the better? If not, you’re not alone. No such class existed at my school either.

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Time well-spent is considered an investment of time, so isn’t money well-spent considered an investment too?

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Helping people avoid mistakes is one of the most reliable ways for the financial services industry to create meaningful value for clients.

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