February 2021 | Chase Investments

5 Key Estate Planning Tips

by phaedra | Feb 8, 2021 | Insights

Have you ever thought about who you plan to leave money, assets, or other belongings to after you pass away? Who would you like to make financial or healthcare decisions on your behalf should you become seriously ill or incapacitated? Establishing an estate plan...

2021 Equity Market Focus: The January Short Squeeze and 2021 Market Outlook

by phaedra | Feb 5, 2021 | Market Commentary

JANUARY 2021 REVIEW & COMMENTARY PETER W. TUZ, CFA, CFP® PRESIDENT & PORTFOLIO MANAGER After starting strong and rising 2.5% in three weeks, the S&P 500® index ended January with a thud due to one of the most unusual events in modern equity market history...

5 Key Estate Planning Tips

2021 Equity Market Focus: The January Short Squeeze and 2021 Market Outlook

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