Carnegie Investment Counsel

06/05/2026

Today is NEPA Gives Day, and there's still time to make an impact!

Carnegie Investment Council is proud to support the Schuylkill Area Community Foundation and the broader NEPA Gives movement, connecting donors with nonprofits across 13 counties in Northeastern Pennsylvania.

6 years of impact, over 8,000 participating donors, 257 participating nonprofits, over $5,600,000 raised. And this year we're pushing it further!

From now until 7:00 p.m. tonight, every dollar you give is stretched further with bonus funds from sponsors, meaning your generosity goes even farther in the communities many call home.

Donate now by visiting https://www.nepagives.org/

Don't wait, the giving window closes at 7 p.m. tonight!

06/04/2026

We're excited to be a sponsor of Art by the Falls in Chagrin Falls, Ohio this weekend! 🎨

This two-day festival brings together 170+ juried artists and 25,000 attendees for an incredible celebration of fine art, contemporary craft, live music and food in the heart of the Chagrin Valley.

If you're in the Northeast Ohio area we would love to see you there! Saturday June 6th 10am to 7pm and Sunday June 7th 10am to 4pm.

Not local to Ohio? We'd love to know if there's an art festival or community arts event near you this summer. Tag it below and let's celebrate the arts together!

2 Days. 160+ Artists. Unlimited Possibilities. Volunteers, Sign Up Here! Art by the Falls  Art by the Falls is a juried fine art and contemporary craft festival that draws 170+ artists and 25,000 attendees from across the country for a two-day event in Chagrin Falls, Ohio.Saturday, June 6th @ 10am-...

06/04/2026

The next wave of mega IPOs could be among the largest in history.

SpaceX, OpenAI, and Anthropic are all expected to make their public market debuts, bringing enormous valuations, ambitious growth stories, and plenty of investor excitement along with them.

But history reminds us that not every highly anticipated IPO becomes a successful long-term investment.

In our latest blog, we explore what investors should consider when evaluating newly public companies and why size, popularity, and headlines don't always translate to lasting value.

Read more:

As SpaceX, OpenAI, and Anthropic prepare to go public, investors face both extraordinary opportunities and significant risks. Learn what to consider before investing in the next generation of mega IPOs.

06/02/2026

Every animal deserves a second chance, and we're proud to support the people who make those second chances possible.

On June 5, Carnegie Investment Counsel will join Rescue Village for Tails at Twilight, an evening dedicated to helping animals find safety, care, and loving homes.

From rescue and rehabilitation to advocacy and education, Rescue Village has been making a difference in the lives of animals and the people who love them for generations. We're honored to support their mission and the important work they do throughout our community.

Best of luck to everyone involved in creating what promises to be a memorable evening. We are grateful to be part of it!

Experience a memorable night at the gala benefiting Rescue Village, where animal lovers unite for a noble cause.

06/01/2026

Monthly Market Commentary: June 2026 - The latest market trends, AI investment dynamics, interest rates, and consumer pressures as we navigate the second half of 2026. Stay informed.

The latest market trends, AI investment dynamics, interest rates, and consumer pressures as we navigate the second half of 2026. Stay informed.

05/28/2026

An old 401(k) can quietly become one of the most overlooked pieces of a retirement plan.

The account is still there. The money is still invested. But over time, it can become disconnected from the rest of the strategy, sitting with a former employer under old plan rules and investment menus.

So how do you know whether it still belongs there?

This blog breaks down the real-world pros and cons of rolling an old 401(k) into an IRA, including fees, flexibility, withdrawal rules, creditor protection, and the difference between a rollover and a Roth conversion.

Weight the benefits of converting an old 401(k) to an IRA, including control, flexibility, and simplified retirement planning. Learn more about your options.

05/21/2026

For many retirees, downsizing used to feel like a straightforward financial decision.

Today, it’s often much more complicated.

Higher home prices, elevated mortgage rates, taxes, insurance costs, Medicare considerations, and even state-specific retirement rules can all affect whether moving actually improves your financial picture.

At the same time, downsizing is not always about saving money. For many people, it’s about simplifying life, reducing maintenance responsibilities, and creating more flexibility for the years ahead.

In this month’s Financial Planning Perspective, we explores the financial and personal factors retirees should consider before deciding whether to stay put or make a move.

Explore the financial and lifestyle factors retirees should consider before downsizing, including taxes, housing costs, healthcare, and long-term planning.

05/07/2026

Recent data on ChatGPT growth fell short of expectations, and markets adjusted quickly. A reminder that AI optimism is already reflected in many valuations.

The long-term opportunity remains intact, but the path forward will likely be uneven.

For investors, that reinforces the importance of focusing on fundamentals.

Explore the complexities of AI growth and investment strategies as industry expectations shift, emphasizing the importance of fundamentals for long-term success.

05/01/2026

"I have a will. I have beneficiaries named. I have signed important-looking documents in important-looking offices. I was not worried."

Sound familiar?

Our Marketing Coordinator Jessie thought she had it handled. Then she sat in on a recent estate planning workshop and walked out texting her husband in all caps.

She wrote about the three things that finally got her to take action on building a better estate plan. From one regular person to another.

I thought my estate plan was fine. Turns out I was missing more than I realized. Here are three things every regular person needs to know about protecting their family's financial future.

05/01/2026

Monthly Market Commentary: May 2026 - May 2026 market commentary from Carnegie Investment Counsel, highlighting resilience amid geopolitical tensions and strong corporate earnings.

May 2026 market commentary from Carnegie Investment Counsel, highlighting resilience amid geopolitical tensions and strong corporate earnings.