Carnegie Investment Counsel Blog

Fixed Income and Your Portfolio

Monthly Market Commentary: February 2026

How Market History Can Help Frame Your Expectations for 2026

Documents and Information Your Family Should Have If Something Happens to You 

When Money Changes Overnight: Preserving and Growing Newfound Wealth

Charitable Giving Tax Changes Coming in 2026: What You Should Know

Monthly Market Commentary: January 2026

Why Cash Is Not a Long-Term Investment Strategy

Planning Ahead: Important Tax Updates for 2026

Monthly Market Commentary: December 2025

The Risks Facing OpenAI and its $1.4T in Spending Commitments

Adding a Trusted Contact to Help Protect Your Wealth

Data Centers Are Driving Up Utility Bills, but Is That Fair?

Monthly Market Commentary: November 2025

Managing Concentrated Holdings: Is it Time to Tame the Beast?

4th Quarter Tax Reminders

Warren Buffett and the Evolution of Berkshire Hathaway’s Apple Investment

Don’t Fumble at the One-Yard Line: You built a life. Now protect the handoff with the wealth transfer talk.

The U.S. Government's Growing Role in the Private Sector

Monthly Market Commentary: September 2025

Deduction Stacking: A Smarter Way to Maximize Charitable Giving

Smart Ways to Pay for College: Funding Options Every Family Should Know About

Stablecoin: What It Is, Why It Matters, and Where It's Headed

Monthly Market Commentary: August 2025

Investing in America’s Future: What Today’s Manufacturing Boom and AI Race Mean for Investors

Planning for Large Personal Expenses

Monthly Market Commentary: July 2025

Stock Fundamentals: Return on Invested Capital

Supporting the Next Generation: Grandparent Funded 529 Plans

Reading the Tea Leaves: How Do We Understand Consumer Confidence?

Monthly Market Commentary: June 2025

Economic Tailwinds from AI’s CapEx

Remember to Review Investment Elections in Your Retirement Plans

Uncertainty Drives an Irrelevant Quarter

Monthly Market Commentary: May 2025

Volatility vs Long-Term Trends

Managing Risks for Retirement Spending

Monthly Market Commentary: April 2025

A Brief History of Tariffs in the US

Tax Season Prep: Planning Before the Deadline

Monthly Market Commentary: March 2025

2025 Heckerling Insights

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: Why Independent Custodians Still Matter in 2026

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?

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

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

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?

Financial Internet Safety for Teens (and Everyone)

Getting a Grip on Income Taxes in Retirement

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

Key Elements of an Estate Plan

Resolve to Prepare: Retirement Planning Conversation Checklist

Life Events: Reasons to Change Your Will

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?

SPACs vs. IPOs: What You Need to Know

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

Practical Options for Sources of Retirement Income

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

How to Improve Your Nonprofit's Spending Policy Statement

The Paris Climate Accord – A Friend to American Business?

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

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

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

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

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

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?

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

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

Optimizing the Timing of Your Retirement for Social Security Benefits

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

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

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

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

A Few Factors That May Impact Your Wealth

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

6 Sandwich Generation Financial Planning Tips

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

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

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

Understanding Trusts: Is Trust Planning Right for You?

Financial Considerations Around the Decision to Unretire

8 Financial Advisors Share the Best Financial Advice They Ever Received

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)

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

Behavioral Economics: Thinking about the way we think

An Easy Way to Give Back

Be Prepared: 5 Key Components to a Strong Financial Plan

6 Tips to Avoid Awkward Financial Discussions with Your Adult Kids

Death & Your Digital Estate

Money You Never Knew You Had

What Are the Pros and Cons of Low Interest Rates?

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

Is a 529 Plan Right for My Family?

A Quarter of Your Net Worth Is Hidden In Plain Sight

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