A Family Business for the Business of Families
For 40 years, McRae has been helping families like yours invest and plan wisely.
Global Investments with a Personal Approach
It’s important to know your investment advisor. Our relationships are based on two fundamental precepts: consistent performance and personal trust.
We're in the Business of Making your Financial Life Better
We’ll help you plan wisely no matter what stage of life you’re in.
Life Stages
College Planning
Out of the house at last! College is so much fun...Student loan payments and credit card debt are tomorrow's problems. Right? With a little planning and some new habits, you can start now painlessly setting yourself up for a safer, happier, stress-free future.
Life Stages
First Job
How are you supposed to contribute to your 401-k when you're scrambling to make ends meet? Maybe after your next raise... There's a lot to learn when you're on your own: taxes, personal credit, insurance, paying bills. McRae can help you understand it all.
Life Stages
Marriage
House and car payments, utility bills, and all the other family costs make it hard to save and plan. There will be time for that later, right? We can help you handle the financial hits like a house and a wedding, and help set your new family up for long term success.
Life Stages
Having Children
Babies are a handful, and you know there's no money to set aside for college funds now-but you're worried about tomorrow coming up fast. Expanding insurance, saving for college, and controlling new expenses are a few of the critical details good planning can help you handle.
Life Stages
Retirement Planning
How do you know when it's the "right time" to retire? To take Social Security? Is what you've saved enough? What if the market crashes? Retirement is a complex and personal decision, but we can help you organize your investments for a lifetime of stability and security.
Life Stages
Estate Planning and Inheritance
You don't want your lifetime of hard work taxed and whittled away. How can you preserve family wealth for the next generation? McRae can bring decades of experience to bear when considering trusts, updating wills, avoiding unnecessary taxes, and much more.
Life Stages
End of Life Planning
How can I lessen the emotional and financial burden on my family in my final days? From selecting an assisted living facility to choosing a healthcare representative, we can help you make confident, dignified end of life decisions.
Commentary
Market wisdom and investment insights from the people behind McRae Capital Management