Call today:800.321.2322

Strategic direction for a strong portfolio is just a click or call away.


Giving Tuesday Advice: Give Your Income Taxes to Charity

Is it true?  Can I really?  There must be some catch?

These are some of the questions I received recently to my suggestion of giving taxes to charity.  My answer is a frank, ‘yes’. You ...

Author: Donald L Haisman, CFP®
Posted: November 29, 2016, 9:35 pm

President Trump…Surprise? Not necessarily. 6 Things to Consider Now...

There is no denying the worldwide wave of populism hit America last night.  The push-back from the common man against the establishment is real.  There is evident global frustration with...

Author: Carnegie Investment Counsel
Posted: November 9, 2016, 5:25 pm

A Rainbow's End for the "King"

The world lost a great man this week with the passing of Arnold Palmer...

We have several connections to the “King” in our firm, not the least of which is our very own Chad Warmbein who...

Posted: September 30, 2016, 4:07 pm

Your Estate Plan Is Out of Date

Free Online Tutorial: Learn the New Rules

Play Carnegie College Video
It’s time to reconsider your trusts and gift strategy, because what you knew about taxes and rules has changed. Watch this free, 60-minute session to identify weak points in your plan.

Take the Video Tutorial

Carnegie College

An educational series for Carnegie clients and friends

Carnegie Investment Counsel, Ribbon cutting, Pepper Pike, Ohio

We invite you to join us for this educational seminar series. These free events are not annuities or other sales presentations, but rather, an opportunity for Carnegie clients and their friends to learn practical tips about investing.
View Series Dates

Open House

An Event Held February 26, 2015

Carnegie Investment Counsel, Ribbon cutting, Pepper Pike, Ohio

Thank you to all our clients, colleagues, friends, and family for joining us at our Open House on February 26, 2015. It was a great opportunity to celebrate our new location and our cherished clients. If you missed the event, please stop by and visit.
View Gallery