Carnegie Investment Counsel Blog

Federal Solar Tax Credit for Savvy Investors: Save With the Sun

Successful Financial Planning During Divorce: Building a Secure Future

Are You Raising Financially Responsible Children? 6 Tips to Empower the Next Generation

Early Retirement: Strategies and Factors to Consider

Which Retirement Savings Account Is Right for You? Optimizing Retirement Savings

When to Claim Social Security: Factors to Consider When Deciding on Benefits

Portfolio Risk Management: Navigating a Volatile Market with Effective Strategies

Preserving Your Wealth for Generations to Come: How to Build a Legacy of Financial Stability

Safeguarding Your Assets: The Role of Third-Party Custodians

Silicon Valley and Its Near-Term Implications

Seniors: Should You Add a Trusted Contact?

How to Store Important Documents: At Home and Online

Is Venmo a No-Go? Are Payment Apps Safe?

Is Cash King? Liquid Assets and Financial Planning

What Is the Role of a Trustee?

The Federal Reserve: Message Discipline or Impending Policy Error?

Financial Planning for Women: 3 Pitfalls to Avoid

What Is Proxy Voting? And What About Corporate Class Action Lawsuits?

Understanding Interest Rates: Advantages and Disadvantages of High Interest Rates

Beneficiary Designations: Who Will Get Your Money?

Day in the Life Doug Warzinski CFP®, CIMA®, Senior Retirement Plan Services Advisor

Survey Says...What's Your Take on Financial Wellness Programs?

Creating Your Roadmap: What Is the Importance of a Financial Plan?

Millennials: Start Saving Now!

When Should I Meet With a Financial Advisor and How Do I Set That Up?

Free Financial Planning Tools: 10 No-Cost Resources for You

5 Megatrends that May (or May Not) Impact Your Investments in 2022

A Day in the Life of Bill Anderson

The Big Picture: Top Elements of a Financial Plan

Who Are Wealth Managers and How to Choose the Right One for You

What Does a Wealth Manager Do?

When Is the Right Time to Hire a Wealth Manager?

Federal Employee Retirement Basics

My Child Got a Viral Video Paycheck: What Now?

The Current Market Environment

Financial Internet Safety for Teens (and Everyone)

Getting a Grip on Income Taxes in Retirement

A Day in the Life of a Wealth Manager: Meet Hank Spain

New in ’22 – How the RMD Landscape has Changed

5 Ways to Build Wealth at Any Age or Stage

Selling Your Business: Investing to Make Your Payout Last a Lifetime

Top Things to Know About Retirement Planning, Even If You’re Not Financially Savvy

2022 Wealth and Taxes Webinar: Tips to Help Maximize Your Bottom Line

Key Elements of an Estate Plan

Resolve to Prepare: Retirement Planning Conversation Checklist

Can a Focused Fed Still Be a Friendly Fed? Investors Want to Know.

Life Events: Reasons to Change Your Will

You Can’t Take It With You Part 3: Living Well With Wealth

Kids and Money: How to Teach Money Habits and Investing Concepts

Financial Planning for People With Disabilities: Understanding ABLE Accounts

A Day in the Life of a Retirement Services Principal: Meet Kim Gannis and Learn Just How Personalized Corporate Retirement Plans Can Be

529 Savings Plans: Can They Be a Wealth Transfer Tool?

Need A Special Holiday Gift This Year, “Clark?” How About A Government-Backed Bond Yielding 7.12%?

SPACs vs. IPOs: What You Need to Know

5 Steps to Make the Greatest Impact as a Donor on Giving Tuesday

The Question Isn’t “Will You Act as a Fiduciary?” It’s “Will You Act as a Fiduciary, 100% of the Time?”

Timeless Investment Tips to Help Prepare for Good Times or Pandemics

Practical Options for Sources of Retirement Income

COVID and Healthcare: Lasting Implications from a Financial Advisor’s Perspective

You Can’t Take It with You Part 2: Philanthropy

The Four Missions: How Financial Advisors for Nonprofits Can Help

Video: Behind the Numbers, Demystifying Noise in the Market Place

Five Reasons to Find a New Financial Advisor

The 3 Financial Phases of Life: Tips to Help You Prepare

You Can’t Take It With You: When and How to Help the Next Generations Financially

Gray Divorce Trends 2021: How Will Late-in-Life Divorce Impact Your Finances and Retirement?

How to Improve Your Nonprofits’ Spending Policy Statement

The Paris Climate Accord – A Friend to American Business?

A Day in the Life of a Portfolio Advisor: Meet Chad Warmbein and Learn How He Juggles It All

Let’s Talk Inflation: Transitory or the Great Inflation 2.0?

Risk of Avoiding Financial Risk

How Hiring a Financial Advisor for Your Nonprofit Can Help You Make a Greater Impact

Top Myths About Financial Planning

Day in the Life of Linda Fousek, Chartered Financial Analyst® and Portfolio Manager

What to Do in Times of Looming Inflation (Or Perceived Looming Inflation)

Carnegie Adds EV Charging Station at Headquarters

Update on Tax Season for 2021

Tax Reference Guide and the Latest Tax Deadlines

Managing Health Care Insurance for Early Retirees

How to Craft an Investment Policy Statement for Your Nonprofit, Corporation or Yourself

A Day in the Life: Meet Brittany Blazey and Learn How Relationship Managers Simplify Life for Clients at Carnegie Investment Counsel

Top 5 Financial Factors to Consider Before Remarrying

A Day in the Life of a Wealth Advisor: Meet Ian Matheson

How Our ‘Counsel’ and Team Approach Helps Us Make Investment Decisions

Managing Sudden Wealth: 12 Tips to Help You Survive and Thrive

A Do and Don’t List for Investing in 2021

How to Maintain Your Long-Term Financial Goals Despite the Pandemic

7 Things to Consider When Deciding to Move in Retirement

Four Ways to Build Wealth When Interest Rates Are Low (Like Right Now)

A Day in the Life of a Portfolio Manager: Meet Chris Carey (Carnegie’s Newest Portfolio Manager)

Beyond the Millionaire Next Door: Our Team Shares Great Gift Book Ideas About Money, Finance and Even Sales

Is This the Right Time to Convert to a Roth IRA? Why It Might Make Sense Today

Holiday Picks from Our Advisors: What Games Helped You Learn Money Management?

What’s on Your Bucket List and How Do You Achieve Those Dreams Financially?

Are You Reevaluating Your 401(k) Funds?

What Should I Do with My Portfolio in My 20s, 30s and Beyond?

What Is the Windfall Elimination Provision and How Does it Impact Me?

Buyer Beware: A Review of Annuities and Why You May Want to Avoid Them

When Is it Time to Hire a Financial Advisor? How Do Their Fees Work?

A Day in the Life of a Financial Planner: An Interview with Heidi Rose, CFP®

Will You Outlive Your Retirement Funds? Plan for Success Now

Understanding Net Unrealized Appreciation (NUA) for Tax Planning

Survivor Benefits: Navigating Social Security for Widows, Widowers, Surviving Children and Parents

What is a Custodial IRA? A Financial Advisor Shares Insights for Teens and Summer Job Savings Accounts

6 Retirement Mistakes Even Smart People Make And How to Avoid Them

CARES Act Summary - Updated for June 23, 2020

New Required Minimum Distribution Rules: Should You Waive or Should You Go?

Optimizing the Timing of Your Retirement for Social Security Benefits

Paying for College: Your Financial Planning Questions Answered by a Recent New Father

How the CARES Act May Impact Your Family Finances and Tax Planning Right Now

Retirement Readiness: Do You Have These 20 Key Components of a Strong Financial Plan?

How Do Wealth Management Firms Work?

Understanding IRAs to Maximize Your Options in Retirement

Our Carnegie Cares Challenge

What Happens Next?

Financial Planning for Families Living with Parkinson's

7 Ways to Simplify Finances Before Retirement

Tax Season Senior Scams Alert - 8 New (and Age-Old) Financial Scams to Watch For

5 Savvy Moves During a Bear Market

Personal + Finance: 6 Big Life Events When You Should Call Your Financial Advisor

A Few Things That May Impact Your Wealth

New FICO Credit Scoring and How It May Impact You

How Much Should I Have Saved for My Retirement at Age 30, 40 and beyond?

Considering a Female Financial Advisor? Here Are 3 Ways to Find the Perfect Fit for You

The Signal

What Is the SECURE ACT? Top 4 Ways It May Impact Your Retirement Planning, plus 2 Pitfalls to Avoid

6 Sandwich Generation Financial Planning Tips

Market Insights: Understanding The Big S-Curve

Financial Literacy Tips for Young Adults: How to Prepare the Next Generation for Financial Wellness

Watch the Video: 7 Landmark Birthdays to Help You Map Your Retirement Plans

Has Something Changed? Understanding Market Trends at the End of 2019

Special Needs Financial Planning in Eight Simple Steps: A Guide for Parents

Financial Advisor Meeting Checklist: 15 Documents to Bring to Your Meeting

Retirement Planning Tips: 6 Things to Consider Before You Retire

Women and Finance: Three Female Financial Advisors Share Financial Tips for Women (and Men)

What Elder Financial Exploitation Looks Like: 5 Signs to Keep in Mind

Financially Stressed Employees? Here’s How an Employer’s Financial Wellness Program Can Help

Understanding Trusts: Is Trust Planning Right for You?

Financial Considerations Around the Decision to Unretire

Retirement Planning Guide for Couples: How to Have a Productive (and Enjoyable) Conversation About Retirement and Finances

8 Financial Advisors Share the Best Financial Advice They Ever Received

Understanding Best Interest Rule: A Wolf in Sheep's Clothing?

10 Alarming Facts that Prove Financial Stress is Soaring: And 3 Ways to Fight Back Today

The Real Cost of Being Your Own Financial Advisor (It May Be Higher Than You Realize)

6 Mistakes to Avoid in Your Investment Portfolio (Including One that Almost Everyone Makes)

Investment Risk and How We Perceive It

10 Reasons Why the Uber IPO is a Sucker's Bet

Optimism, Cell Phones and College Basketball

Breaking Buybacks

Fixed Income: “Chutes & Ladders” Environment

The Life Changing Magic of Tidying Up (4 Ways to Apply to Your Finances)

What Do We Do in a Bear Market?

Interesting Observations

Trust the Process: Volatility is Normal

Scar Tissue

Mistakes Were Made

More Than Just Another Crowd

Investing for All Seasons

We’ve All Been "Misbehaving"

Investing in Women

What is Risk?

Not Another 2018 Market Forecast

All I Know Is That I Don’t Know

Behavioral Economics: Thinking about the way we think

Sector Performance, Smartphones & March Madness

An Easy Way to Give Back

How To Give Your Income Tax To Charity From an IRA

President Trump…Surprise? Not necessarily. 6 Things to Consider Now...

A Rainbow's End for the "King"

Brady's Leap and Your Financial Plan

The Importance of Being Communicative

Who is Driving Your Retirement Plan?

The DOL’s Incredible Shrinking Fiduciary Rule

Fiduciary Rules? Or April Fools…

Be Prepared: 5 Key Components to a Strong Financial Plan

The Key to Your Resolution Success

(PATH) Act of 2015 Makes Many Tax Extenders Permanent

6 Tips to Avoid Awkward Financial Discussions with Your Adult Kids

Third Quarter Commentary 2015

Stock Picking? Open Your Cupboard.

Death & Your Digital Estate

Market Comments from Carnegie

Greece is the Word

“Mind The Gap” and Avoid Costly Estate Surprises!

Spin-offs: Is the whole better than the sum of the parts?

Bond Geek Alert: A Case for Individual Bonds

Money You Never Knew You Had

The Nose Knows Great CEOs

Bondmageddon: A Few Players Dominate Bond Mutual Funds

Financial Planning Advice: Your 2014 IRA Contribution

What Are the Pros and Cons of Low Interest Rates?

Equity Investment in 2014: Everything Is Awesome!

Financial Planning - Is It Just a Buzzword?

Senate Allots 2 Weeks for 2014 IRA Charitable Transfers

I’ve Invested My Money, Now What Do I Do?

TINA’s Favorite Four-Letter Word: CASH

Is a 529 Plan Right for My Family?

Need Cash? Use Caution Before Dipping Into Retirement

Robo Advisors? Bring it on!

Charitable Donations: How To Pay It Forward

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