Carnegie Investment Counsel

08/27/2026

Day one of volunteering with the Carnegie Investment Counsel team at Ronald McDonald House, and it was eye-opening.

Going in, we knew we'd be helping serve dinner. What we didn't realize is just how much this house does every single day: up to 53 rooms and families fed, breakfast and lunch snacks, dinner, plus grab-and-go options and treats, because when your family is going through something this hard, everyone deserves a treat too.

The kitchen was run beautifully by the chef, and it hit us how many generous people and sponsors make all of this possible behind the scenes.

We spent the afternoon chopping, sautéing, cooking, and marinating alongside each other, and we hope every family enjoyed their dinner.

We are always grateful for the chance to give back, and looking forward to more days like this!

08/25/2026

The bond market has been making headlines as long-term Treasury yields have risen to levels last experienced in 2007.

But stepping back from the headlines provides a more nuanced picture.

In our latest blog, we look at what’s driving today’s bond market, from inflation expectations and government borrowing to increased demand for capital, and what higher rates may mean for investors.

Today's bond market is making headlines. Here's what higher Treasury yields, inflation, government borrowing and rising rates could mean for investors.

08/23/2026

Ahead of Nvidia earnings and key economic market data dropping this week, our Director of Research Halter, CFA, will join News live tomorrow at 9:30 am ET to discuss what these major signals mean for investors.

Investors will be watching Nvidia for signs that the AI spending boom still has room to run. At the same time, the latest housing data will offer another read on consumer demand, affordability and the impact of elevated rates. Greg will break down what he’s watching across both and what the results could mean for the Fed, markets and the economy heading into the fall.

Tune in here:

Watch live breaking news from around the world 24 hours a day every day on the BBC News channel

08/20/2026

A Roth conversion can look simple on the surface: pay taxes now in exchange for tax-free qualified withdrawals later.

But the math can get complicated quickly.

A conversion can affect more than your tax bracket, including Social Security taxation, Medicare premiums, RMDs, capital gains and even your estate plan.

So how do you decide when a Roth conversion may make sense?

Our latest blog looks at the bigger picture and some of the factors worth considering.

Learn when a Roth conversion may make sense and how taxes, RMDs, Medicare premiums, retirement income and estate planning can affect your decision.

08/14/2026

Great client service takes a lot of behind-the-scenes work to make things happen.

This month, we’re shining the Employee Spotlight on Angela Albano, Senior Client Service Administrator in our Stamford office!

Angela works closely with our advisors to keep things moving for clients, whether she’s coordinating with custodians, processing paperwork or tracking down the details needed to get a request across the finish line.

Her coworkers describe her as organized, process-oriented and proactive, but what stands out most is how much she genuinely cares about providing a high level of service to both clients and colleagues.

Outside of work, Angela enjoys spending time with her dogs, Rex and Martini, catching up with family, working on puzzles, and soaking up some time at the beach. And when she’s lucky, she’s always happy to embrace the occasional surprise nap.

Thank you, Angela, for everything you do behind the scenes to keep things running smoothly. We’re grateful to have you on the Carnegie team!

08/13/2026

Nobody wants to think about their own funeral.

Fair. But somebody has to.

If you're single with no kids, that somebody is currently state law. Not you.

Our latest blog explains the two ways you can take that power back. Read more below:

Who handles funeral arrangements if you have no spouse or children? Learn your options for designating a representative or prepaying costs.

08/05/2026

Heading to the HR Star Conference in Cleveland this Thursday? Swing by the Carnegie table and say hi to Wendy Eldridge! She'll be there to answer questions, talk retirement plans, and connect with fellow HR professionals.

08/03/2026

August can be one of the more challenging months for investors. Lighter trading, shifting market leadership, earnings season, and Federal Reserve policy can all create short-term market swings.

In this month's Market Commentary, we discuss:
• Why market leadership may be broadening beyond AI
• What earnings season could reveal about future growth expectations
• Why free cash flow matters as companies continue investing in AI
• What to watch from the Federal Reserve and Jackson Hole
• How geopolitical developments could affect markets

While headlines and momentum may drive short-term moves, long-term investors are often better served by staying focused on business fundamentals, diversification, and disciplined decision-making.

Read the full August Market Commentary below.

Explore August's market dynamics, from AI investments to earnings expectations and geopolitical risks, guiding your long-term financial strategy.

07/29/2026

One of the biggest considerations when considering illiquid investments: When will you need your money?

Unlike publicly traded investments, many illiquid investments can't be sold whenever you choose.

Redemption periods, withdrawal restrictions, and limited liquidity can make accessing your capital take months or even years.

Before investing, it's important to ask:
• How much of my portfolio can realistically be tied up?
• What expenses or goals might require cash over the next 5–10 years?
• Will this investment provide any ongoing cash flow while my capital remains invested?

In this clip, Michael Curry, CFP®, explains why proper sizing and thoughtful planning matter just as much as the investment itself.

07/28/2026

One of the most common questions investors ask is why a company can report strong earnings and still see its stock price fall sharply.

The answer often comes down to one word: expectations.

In our latest article, we explore how changes in investor expectations can have an even greater short-term impact on stock prices than earnings growth alone, and why some of the market's fastest-growing companies can also be among its most volatile.

Learn why strong earnings don't always lead to higher stock prices. Discover how investor expectations influence valuations and drive stock price volatility.