RX for Succession of your Practice

March 04, 2017 · Kathy White

In honor of National Doctors’ Day on March 30, when we celebrate the contribution of physicians who serve our great nation by caring for its citizens, we offer our guidance on something that is so very... Read More →

What a Former Executive Can Teach Us About Investor Behavior: Parallels in Patience

January 26, 2017 · Jay Williams

“Trust the process.” Those were the words uttered by newly minted Philadelphia 76ers General Manager Sam Hinkie, a career statistics analyst, in May 2013. The fledgling NBA franchise had just... Read More →

Managing Election Day Anxieties about Your Investments

November 07, 2016 · Will W. Carter

Many people have asked me in recent weeks whether they should be making changes to their investment portfolios as a result of recent developments in the presidential election. Read More →

2016 Presidential Election: Predicting Markets, Election Results

October 25, 2016 · Brian Lipton

Many clients are concerned about how the upcoming election results might impact their portfolios. Markets, over the long-term, are mostly moved by fundamentals, economic outlook, and, for the time being... Read More →

Sound Planning Strategies for Those Who Didn’t Grow Up as Part of The Brady Bunch

October 10, 2016 · Teresa Shawver

Most anyone with access to television during the last 47 years is likely familiar with The Brady Bunch - a blended family of what seemed to be some of the happiest darn people in the world who always worked... Read More →

My Fellow Millennials: Stop Saving for Retirement

July 12, 2016 · Chelsea LaRoche

Now that I have your attention, let me explain. As someone with fewer years in the workforce when compared to most of my colleagues, I am often reminded that retirement is many, many years away. The... Read More →

On the Road to Investing in a Good Life…

July 12, 2016 · William R. Shipley

On a recent weekend excursion to run some errands, one of which entailed sitting in the waiting room of the auto dealership waiting for my truck to be serviced, I heard a radio commercial whose focus seemed to... Read More →

Empower Your Child with Fundamental Saving and Spending Practices

July 12, 2016 · John T. Slicer

Take a moment to think back to that well-taught, highly practical personal finance class that you experienced in school. This was the class that taught us to maintain and balance a checking account. ... Read More →

Happy Money, Happy Legacy: Rethinking How You Invest Your Time and Your Money

March 01, 2016 · Rod Diaz

I had long held the idea that there were only three things one could do with money: spend it; save it; or gift it (i.e. give it away). And, as a Financial Advisor, I had lumped investing into the &ldquo... Read More →

To Nudge or Not to Nudge – What to Ask of Your Financial Advisor

January 19, 2016 · Will W. Carter

A lot has been written over the past decade about the tendency of otherwise smart and accomplished people to make what appear to be dumb decisions with their finances and other life choices. See, for... Read More →

Why You Might Want to Pay Attention to the Recent Stock Market ‘Correction’

August 25, 2015 · Will W. Carter

As you have likely heard, the Dow Jones Industrial Average has declined 10% from its peak several months ago. The media calls this a “correction.”Read More →

Why Smart People Make Bad Financial Decisions

June 15, 2015 · Will W. Carter

The most consistent way that McKinley Carter helps its clients is simply by helping them avoid making mistakes with their money. Some mistakes are caused by ignorance. Others by predictable, but... Read More →

Toward What Ultimate Purpose Should Your Financial Goals Aim?

May 19, 2015 · Will W. Carter

At McKinley Carter, we accept as “true” the notion that, without help from other people, we suffer and ultimately die – and that the most reliable way to secure help from others is to help... Read More →

Be Greedy When Others are Fearful

August 05, 2011 · MCWS

In the book, “The Real Warren Buffett,” Mr. Buffett is quoted as saying, you “should try to be fearful when others are greedy, and greedy when others are fearful.” In reality, that can... Read More →

Investors Overreact to the Federal Reserve's Statement

August 11, 2010 · MCWS

Stocks are dropping, with every major stock index in the US down over 2 percent today. The drop also moves stocks into negative territory for the year. Investors have become worried about the recovery... Read More →

How to Lose Money When Stocks Drop

March 11, 2008 · Will W. Carter

Many individual investors will lose money because of the stock market’s decline in recent months — but not because of the economic reasons (e.g., recession, subprime loans) commonly reported. ... Read More →

What Kind of Financial Services Customer are You?

September 18, 2006 · Will W. Carter

A recent edition of the State Journal has even more advertisements from financial services providers than usual, thanks to its special section on “Investing in Your Financial Future”. Before... Read More →

Search for Winning Stocks May Cause Investors to Lose the Game

June 10, 2005 · Will W. Carter

For much of the 20th century, most individual stock market investors believed that successful investing depends on buying stock in great companies. Read More →

Don't Run to the Sidelines When the Market Falls

June 01, 2002 · Will W. Carter

Sometimes, you have to forget some things in order to learn others. Read More →