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Achieving Continuity with a Financial Adviser

Achieving Continuity with a Financial Adviser

by JENNIFER L. KING, IACCP® | Oct 26, 2022 | Insights

Life is filled with unexpected twists and turns.  If there were no surprises, we could set one plan in place and there would never be any changes.  But changes occur without notice, and the question is then how we will respond to the unanticipated. We all make excuses...
Replay: Chase Investment Counsel 49th Annual Investor Conference

Replay: Chase Investment Counsel 49th Annual Investor Conference

by JENNIFER L. KING, IACCP® | Oct 19, 2022 | Market Commentary, Webinar

Chase Investment Counsel’s Annual Investor Conference is an opportunity to learn more about the stock market, economy, and the impact of both on an investment process which utilizes bottom up stock selection. This year’s hybrid event offered insights from Dr. Edwin T....
Third Quarter 2022 Review and Market Commentary: Cruel September

Third Quarter 2022 Review and Market Commentary: Cruel September

by PETER W. TUZ, CFA, CFP® | Oct 6, 2022 | Market Commentary

Forget April, September has again proved itself to be the cruelest month of the year for investors. In the one just ended; the S&P 500 Index (‘S&P 500’) fell 9.2%. Other major indices acted in like manner. The main culprits of the third quarter’s weakness...

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Chase Investment Counsel is a family and employee-owned wealth management firm offering personalized investment services throughout Virginia and neighboring states. The firm was founded by Derwood S. Chase, Jr. in 1957. During the past 60 years, our relationships have often broadened from parents to children and grandchildren. We take pride in the durability of those relationships and our ability to help maintain and grow wealth over many economic and market cycles.

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