Carnegie Investment Counsel Blog

Artificial Intelligence and Job Destruction

Monthly Market Commentary: March 2026

Digital Assets and Estate Planning: What Families Need to Know

Understanding Your Cash Flow: The First Step to Financial Success

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

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

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 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

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

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

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

What Are the Pros and Cons of Low Interest Rates?

I’ve Invested My Money, Now What?

Is a 529 Plan Right for My Family?

A Quarter of Your Net Worth Is Hidden In Plain Sight

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