Carnegie Investment Counsel

Custom Investment Mgmt. Registered Investment Adviser (RIA). Over $4.5 bln AUM. Fiduciary. Fee-only. Independent.

[Carnegie Investment Counsel @CarnegieInvest]

NEPA Gives Day runs until 7:00 PM tonight, and donations are boosted by bonus funds from sponsors.
We're proud to support the Schuylkill Area Community Foundation and @NEPAGives as they help nonprofits make an impact across Northeastern Pennsylvania.
https://t.co/8mTujuSKfk

[Carnegie Investment Counsel @CarnegieInvest]

We're thrilled to sponsor Art by the Falls in Chagrin Falls, OH this weekend! 🎨 170+ juried artists, live music, food and two days of incredible fine art. If you're nearby, come see us! Sat June 6 10am to 7pm and Sun June 7 10am to 4pm.
https://t.co/1xd7RD8J2Y

[Carnegie Investment Counsel @CarnegieInvest]

SpaceX, OpenAI, and Anthropic could soon become some of the largest public companies in the world. But does a massive valuation automatically make a great investment? Our latest blog explores the opportunities and risks behind today's biggest IPOs.
https://t.co/gSkZirtm98

[Carnegie Investment Counsel @CarnegieInvest]

On @BBCWorld, Dir. of Research Greg Halter discussed the AI-driven expansion beyond the Mag 7, opportunities in utilities and energy, and why persistent inflation may delay Fed rate cuts.

For more, watch the full interview segment via: https://t.co/keQQ4OlOOo

[Carnegie Investment Counsel @CarnegieInvest]

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.
https://t.co/VZCyNJ1ksW

[Carnegie Investment Counsel @CarnegieInvest]

Join our Dir. of Research Greg Halter live on @BBCWorld tomorrow to break down the latest market-driving headlines. He’ll share his outlook for the economy, as investors remain resilient amid ongoing geopolitical tensions.

Tune in at 9:30 am ET: https://t.co/6UavNH9bp4

[Carnegie Investment Counsel @CarnegieInvest]

Should You Convert an Old 401(k) to an IRA? - Weight the benefits including control, flexibility, and simplified retirement planning. Learn more about your options.
https://t.co/5fXpTm6Mzy

[Carnegie Investment Counsel @CarnegieInvest]

Catch our Dir. of Research Greg Halter live on @SchwabNetwork today at 11:30 am ET to discuss markets post-earnings season and where he’s seeing the greatest potential opportunities for investors.

[Carnegie Investment Counsel @CarnegieInvest]

Our Director of Research Greg Halter joined @CowGuyClose recently today to discuss the growing debate around AI’s impact on employment and the future workforce.

Watch the full segment: https://t.co/aiYFoKu759

[Carnegie Investment Counsel @CarnegieInvest]

Evaluating Housing Decisions in Retirement - Explore the financial and lifestyle factors retirees should consider before downsizing, including taxes, housing costs, healthcare, and long-term planning.
https://t.co/xUPxUAQQyI

[Carnegie Investment Counsel @CarnegieInvest]

Ben Connard's promotion to CIO was featured in @CrainsCleveland, highlighting continuity in the firm’s investment leadership and long-term strategy.

Read more here: https://t.co/VLzONcQ8iS

[Carnegie Investment Counsel @CarnegieInvest]

We’re honored to be recognized on @USATODAY’s 2026 Top Financial Advisor Firms list.

Thank you to our clients and team for your continued trust and partnership.

Full list here: https://t.co/qreFMWyRt0

[Carnegie Investment Counsel @CarnegieInvest]

Our Director of Research Greg Halter recently joined @CowGuyClose to discuss new federal efforts aimed at expanding retirement access for Americans without employer-sponsored plans.

Watch the full segment: https://t.co/QZa0wYyBZn

[Carnegie Investment Counsel @CarnegieInvest]

Congratulations to Ben Connard for being featured in @Citywire following his promotion to CIO, reinforcing continuity in our firm’s investment leadership and strategy.
Check out the full story: https://t.co/Jh5ywEFIWa

[Carnegie Investment Counsel @CarnegieInvest]

For more details, check out our full press release: https://t.co/55KPQk1zzD

[Carnegie Investment Counsel @CarnegieInvest]

We’re delighted to announce Ben Connard as Carnegie’s new CIO! 🎉

In this role, Ben will lead investment strategy and portfolio construction across the firm’s growing national platform, reinforcing our firm’s disciplined, long-term investment approach.

[Carnegie Investment Counsel @CarnegieInvest]

As oral GLP-1 weight-loss treatments gain interest, Managing Director Shams Afzal shared with @Reuters why these drugs could expand the market beyond injectables, noting that oral options may offer an easier route to treatment.

For more, full article via: https://t.co/P66JJOwLaE

[Carnegie Investment Counsel @CarnegieInvest]

Recent data on ChatGPT fell short of expectations and markets adjusted quickly. A reminder that optimism is already priced in.

Why discipline still matters for investors:
https://t.co/QflrRofIMm

[Carnegie Investment Counsel @CarnegieInvest]

Eli Lilly’s Q1 earnings show demand for GLP-1 drugs is still going strong. What happens as supply catches up?

Managing Director Shams Afzal shares why pricing will be key to watch as the market normalizes via @TheDailyUpside.

Read here: https://t.co/rbYt46yLDA

[Carnegie Investment Counsel @CarnegieInvest]

Estate Planning Wake-Up Call: A Reality Check From a Regular Person - 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...
https://t.co/azxuuVPObc