Carnegie Private Wealth

10/16/2026

Much of the work behind a portfolio happens where clients may never see it.

It happens in the weekly reviews, the longer monthly discussions, the questions asked when data changes, and the quarterly evaluation of whether each holding continues to meet the standards of the process.

At Carnegie Private Wealth, meticulous attention to detail is not simply a value on paper. It is part of the work our team commits to throughout the year.

A disciplined process is built through consistent effort, thoughtful questions, and accountability to the people the portfolio is meant to serve.

10/14/2026

10/13/2026

The S&P 500 index rose 1.2% last week as the consumer staples and utilities sectors led a broad climb ahead of the start of Q3 earnings season.

The S&P 500 ended Friday's session at 7,811.54. The index is up 2.1% for the month and up 14% for the year.

Read more from Joe Pay in this week's : https://www.carnegiepw.com/blog/market-minute-week-of-october-12th

10/12/2026

Saving is important. Knowing what you are saving for gives it direction.

A future retirement. A child’s education. A family experience. Greater flexibility. A legacy for the people and causes you care about.

At Carnegie Private Wealth, we believe each account should have a purpose within the broader financial plan. When goals are clear, saving and investing become part of a larger story.

What is one goal your savings are helping you pursue?

10/08/2026

A financial plan cannot remove every uncertainty. It can make the road ahead feel more understandable.

At Carnegie Private Wealth, we believe thoughtful planning should help clients see how their investments, retirement, taxes, estate considerations, family priorities, and future goals fit together.

The purpose is not to create more paperwork or complexity. It is to help people make informed decisions with more clarity, less stress, and greater confidence.

That is what Financial Planning Month means to us.

10/07/2026

When a parent's driving becomes a concern, many families start by taking away the keys. Jennifer Szakaly of Caregiving Corner recommends a different first step.

Figure out how that parent will get to the grocery store and their appointments before the conversation happens.

Dr. Bob Brownlee of Tryon Medical Partners, connects driving to purpose. Many of the activities that keep people engaged, like a weekly golf game or a volunteer shift, depend on being able to get around town. The right alternative also depends on where someone lives.

Public transit may work in parts of Charlotte, while a family in the suburbs may need a different plan.

Read more from the panel on our blog:
https://www.carnegiepw.com/blog/aging-well-starts-with-a-question

10/06/2026

The S&P 500 index slipped 0.3% last week amid a broad decline led by the health care and financial sectors. The index ended the week at 7,722.72. The market benchmark ended September on Wednesday with a 0.5% monthly decline. It was still up 2% in the third quarter and is almost 13% this year.

Employers added just 29,000 jobs in September, down from 133,000 in August, while unemployment edged up to 4.2%. July and August payrolls were revised down by a combined 60,000, and annual wage growth slowed to 3.0%. The weaker labor picture pulled Treasury yields lower and may reduce pressure on the Federal Reserve to raise rates again soon.

To read more about this week's Market Minute from Joe Pay: https://www.carnegiepw.com/blog/market-minute-week-of-october-6th

10/06/2026

Picking an investment may be interesting, but building a process around it is where the deeper work begins.

In our latest article, we explain the three levels of risk management that guide the investment process at Carnegie Private Wealth.

Read “Picking Investments Is the Easy Part” to see what happens after an investment makes the list.
https://www.carnegiepw.com/blog/picking-investments-is-the-easy-part

10/02/2026

Talking about aging with a parent or spouse can feel awkward, and plenty of families put it off. At our recent panel, Jennifer Szakaly of Caregiving Corner, shared the question her team uses to get the conversation started:

"What does aging well look like to you?"

We ask clients a similar question in our own work. Before we discuss portfolios or projections, we want to understand the life someone hopes to live, because the plan should follow the answer. Jennifer noted that her question works well between spouses, too, and not only between adult children and their parents.

Read more from the panel on our blog: https://www.carnegiepw.com/blog/aging-well-starts-with-a-question