We design and implement comprehensive wealth management strategies tailored to the specific situation of the client.
We provide a more comprehensive and compassionate way to help our clients manage their financial situation.
We respond to the changing needs of our clients and grow our business to meet those needs.
We serve our clients as their trusted advocate, always placing our client's interest first and offering unbiased financial advice.

McKinley Carter Blog

By: Kathleen A. McDermott
May 07, 2015
So you’re managing a nonprofit and overseeing the day-to-day operations. You have an active board of trustees that meets quarterly to ensure things are running smoothly. The question is: Could your Board be doing more to ensure the success and longevity of your organization? And often, the answer is YES.

By: Jay Williams
April 10, 2015
Ok, so I know the title is harsh. I'm a millennial too, and I get just as annoyed by Baby Boomers harping on us, our work ethic, our style and our music (I don't like Pitbull either, Dad.) But if there is one thing our generation most certainly lacks in comparison to our parents, it’s financial literacy.

By: Kara L. Rogers
March 25, 2015
On Friday, March 11, 2011 an 8.9-magnitude earthquake struck Japan.  A New York Times account stated skyscrapers shook, furniture toppled, and highways buckled.  Thirty-foot waves rushed onto shore, whisking away cars and carrying blazing buildings toward factories, fields and highways.  Thousands of homes were destroyed, roads became impassable, mass transit halted, and power and cell phones were downed.

By: Deborah A. Moses
March 16, 2015
We are all familiar with the many techniques for restoring balance in our lives for better health and performance.  Interestingly, our investment portfolios are also at risk for becoming imbalanced and can be restored through a discipline called rebalancing.

By: MCWS - Investment Council
January 26, 2015
One of the most popular American comedies in recent years involves three friends who wake up from a bachelor party in Las Vegas with a tiger in their room, their bachelor missing and no memory of the previous night. It is not until the credits roll that viewers are witness to an array of selfie-like snapshots that reveal what actually happened during the course of the movie.

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