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 →

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 →

Downward Mobility - Why So Many Kids from Wealthy Families Earn Less Than Their Parents

August 07, 2015 · Will W. Carter

One of the highest priorities for many of my clients is helping their children move into financially secure careers.Read More →

Why You Might Want To Give Up Trying To Balance Work and Life...

June 23, 2015 · Will W. Carter

One of the concerns clients often raise with McKinley Carter advisors is how to achieve a healthy balance between activities that are associated with improving their financial situation (e.g., education, job... Read More →

Small Business Job Creation: Craft Beer, Bookstores, and McKinley Carter

May 18, 2015 · Will W. Carter

In the 20th century, the ultimate job for many American was working in a large organization, where earnings were presumed to rise with age, and retirement and health benefits were taken care of. Putting aside... Read More →

Teach Your Children Well – The Benefits of Having a Working Mom

May 16, 2015 · Will W. Carter

Having helped hundreds of people manage their financial situation, I have observed that most people’s financial practices (career, spending, saving, investments, estate planning, etc.) are hugely shaped... Read More →

What Type of Spouses are Predictive of Career Success?

May 16, 2015 · Will W. Carter

There’s been a lot written about how people's careers affect their personal lives at home, but less about the huge impact that home life has on performance at the office. It seems obvious... Read More →

Committed to Career Success? Assess, Commit, and Act to Improve Your Emotional Intelligence

February 27, 2015 · Will W. Carter

There’s a lot of content online to help people understand how to improve their career prospects – the challenge is to turn familiarity and understanding of the concept of emotional intelligence into... Read More →

The More Financially Secure You Are, The Less Time You Have...

February 01, 2015 · Will W. Carter

One of the most important concerns of our wealth management clients involves a resource even more finite than their money – their time. A century ago, the rich were known as the leisure class... Read More →

Investing in a College Degree

September 01, 2009 · David H. McKinley

Remember the popular childhood board game, LIFE®? Within the first ten squares of moving your miniature car you must decide whether or not you will attend college, take a loan for $120,000, and... Read More →