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.

It's the longest economic expansion in history, but the media warns a recession is imminent. We say don't let the news headlines play with your emotions. 

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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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Is it ever TOO early to start saving for one’s retirement? The answer to that retirement planning question is a resounding “NO” and here's why.

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To build a truly durable financial life, we must think beyond the common risks and design a plan to handle a broader range of potential issues. Learn more

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At MCWS, we proudly invest in providing a workplace where employees WANT to be. Learn more about how we turn that passion into excellence in client care.

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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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Married couples should consider a “team approach” to their financial life together — one with a strong game plan and goals. Learn about the 5 must-have ingredients for making the most of a Marriage’s Financial Game Plan.

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For decades wealthy and mass affluent families have worked with major bank and brokerage institutions. With changes in the financial industry, such families may be better served exploring a superior relationship model. Learn more about our fiduciary service model for clients.

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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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