Although this might slow down soon, the stock market is still influenced by the Federal Reserve’s continuing zero interest rate policy while providing excess liquidity and making large monthly purchases of Treasury securities. Simultaneously, Congressional fiscal...
A wealth manager is usually characterized by their clientele – high net worth individuals. That characteristic of wealth managers (who they work with) has far-reaching ramifications. Because they usually work exclusively with high-net-worth individuals, wealth...
Peter W. Tuz, CFA, CFP®. President & Director, Portfolio Manager recently participated in an episode of Money Life with Chuck Jaffe. Listen in to the episode below. The S&P 500 is an unmanaged index which is widely regarded as the standard for measuring...
“Chase Investment Counsel is pleased to have its website recognized as the Best Investment website 2021 by the Web Marketing Association. The website was evaluated on its design, ease of use, copywriting, interactivity, use of technology, innovation, and...
As most of you know, in a video address on August 27th originally scheduled to be delivered in-person at a symposium in Wyoming, Jerome Powell clarified what many pondered – how to end the era of balance sheet expansion and ultra-low interest rates without unduly...
