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McRae Capital Management, Inc.

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United States
Morristown, NJ
McRae Capital Management, Inc.

McRae Capital Management is an independent investment counseling firm. We manage the assets of both

09/26/2024

Getting married? Time for some important, unromantic financial conversations. When two people join their lives together, they need to bring their financial lives together as well. How to Manage Your Finances as a New Couple.

Download a sharable PDF of this commentary How To Manage Your Finances As A New Couple It’s thrilling to find the person you want to share the rest of your life with. But as you contemplate your new life together, you will likely encounter some of the most challenging conversations you’ve ever h...

03/21/2023

In the previous installation of our two-part series on bonds, we discussed how bonds are different from stocks: With stocks, you’re an owner of the company, with an equity stake. But with bonds, you become a banker, lending your money to a government or corporation. Used correctly, bonds can play a significant role in reducing the risk of an equity-dominant portfolio. In Part 2 of this series, let’s examine this balancing act, and how we at McRae Capital Management can help you deploy fixed-income investments to achieve an optimal risk-adjusted portfolio return. Here are a few of the questions we commonly hear about putting bonds to work.

Part Two of a two-part series. To read Part One, click here. Or to download a sharable PDF of this commentary, click here. In the previous installation of our two-part series on bonds, we discussed how bonds are different from stocks: With stocks, you’re an owner of the company, with an equity sta...

03/09/2023

With inflation’s recent acceleration, expectations are growing in the financial markets—and in everyday life—that interest rates may continue to rise, and could stay high for quite some time. The increased focus on interest rates, in turn, means bonds will become more top-of-mind. In this first installment of a two-part series on bonds, here’s what you need to know about what bonds are and how bond math works.

Part One of a two-part series. To read Part Two, click here. Or to download a sharable PDF of this commentary, click here. With inflation's recent acceleration, expectations are growing in the financial markets—and in everyday life—that interest rates may continue to rise, and could stay high fo...

02/13/2023

Join us to hear from Peter McRae, CFP® and Roddy McRae, CFA, CFP®, Managing Partners at McRae Capital Management, and Dennis Ladd, Charitable Planning Consultant at Fidelity Charitable®, to learn tips for smarter charitable giving in 2023. We will explore strategies that can maximize your charitable dollars while potentially minimizing your tax exposure. Now that's smart!

On January 18, 2023, McRae Capital Management joined Fidelity Investments for a webinar entitled “Smarter Charitable Giving in 2023.” To watch the full webinar, just click the play button above. To learn more about Fidelity Investments, please visit their website at www.fidelity.com. Reprinted w...

05/27/2021

We're proud to announce the 40th Anniversary of McRae Capital Management. From humble beginnings in Rod Senior's original two-room office back in 1981, McRae Capital Management now serves over 200 clients with assets approaching $600 million. For more on how McRae has stayed true to our investment philosophy and our unwavering commitment to our clients (and to see a video of McRae's history), check out the link below. And to all our clients, employees, partners and friends, a sincere thank you. Here's to the next 40!

It is with an immense amount of pride that we write to you on the 40th Anniversary of McRae Capital Management. 1981 was a special year for McRae Capital Management. It was the year that Rod McRae founded the company. After building a successful partnership in New York City, Rod decided to start his...

04/27/2021

"Who is F**A and why are they taking all my money?" You graduated school, perfected your resume, aced the interview, and landed a good job with a decent salary. Now what? We've put together this video to help explain many of the important decisions you need to make to get you started on the right financial track.

Want to share this Commentary with a loved one? You can download a shareable PDF version right here. You graduated from school, perfected your resume, aced the interview, and landed a good job with a decent salary. Well done! It’s an exciting new journey, but you probably have a couple of question...

03/26/2021

McRae Capital Management is hiring!

Posted 4 days ago. For 40 years, McRae Capital Management has been committed to delivering a unique brand of…See this and similar jobs on LinkedIn.

03/09/2021

If someone left you an inheritance, they no doubt intended it to be a positive force for good in your life. At McRae, we've spent decades guiding clients through tricky life transitions like this, and we can help you understand your options and responsibilities.

Inheritance strategy can be hard to sort out while you're still grieving. But some financial and tax decisions need to be made now. McRae Capital can help.

03/02/2021

If you're as thoughtful at the approach of retirement as you've been along the way, it's time to make some decisions around exactly what you want to happen after you're gone. This is estate planning, and it is a whole new ballgame.

Estate planning is how you apply smart financial strategy to make sure your loved ones benefit from your lifetime of hard work. McRae Capital can help.

02/23/2021

Starting a family is a wonderful time of life. Whether you and your partner are just starting to think about it, or whether your first little one is already on the way, this life stage brings a host of new responsibilities and a number of important new financial decisions.

Starting a family is a wonderful time of life, bringing new responsibilities and a number of important new financial decisions. McRae Capital is here to help.

02/16/2021

Our clients often find that their life paths, while specific to them, share some common stepping stones. Events like marriage, and having children, and sending those children to college. Incorporating prudent planning for these future events can help you achieve long term goals. Here's how.

Financial planning for families for future events is about more than maximizing short-term returns—it’s about helping achieve life goals at various stages.

Address

230 Madison Avenue
Morristown, NJ
07960

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.mcraecapital.com/

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