Retirement 101: How Do You Know If You're on Track? January 26, 2017 · Dave Walker Save early and save often! Everyone has heard this mantra when it comes to saving for retirement. The more you save; the better off you will be when you retire.Read More →
Check Out your New Portal: The Real-time Gateway to Monitoring your Portfolio January 26, 2017 · Brian Lipton So what's the first thing that comes to mind, when you hear the word "portal?" Is it a 1960s Star Trek episode? Is it a sci-fi TV movie about time travel? At McKinley Carter, we equate "... Read More →
Trump, Year-end Planning, and Married Status: It’s Complicated December 27, 2016 · Brian Lipton During these final days of 2016, we hope you are enjoying holiday gatherings with family and friends. In addition to holiday cheer, winter vacations, and travel, another year end tradition turns our... 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 →
Investing in a Strong Team Means Unrivaled Client Service October 25, 2016 · David H. McKinley Like many of my colleagues at McKinley Carter Wealth Services (MCWS), I have worked for decades in the investment industry and have assembled a team of similarly experienced professionals that enables us to do... Read More →
Do You Know Where Your Assets Are? October 25, 2016 · Nicole Gabriel When new clients establish a relationship with McKinley Carter Wealth Services (MCWS), especially those transferring their accounts from a brokerage firm, they sometimes express curiosity at our new account... Read More →