by Michael Kuczkowski | Jul 14, 2026 | Insights
Women in Charlottesville, even affluent ones, face distinct, often underestimated financial challenges, primarily driven by longer life expectancies, late-in-life transitions, and care giving complications. Navigating widowhood, managing dynastic wealth, and avoiding...
by Michael Kuczkowski | Jul 9, 2026 | Market Commentary
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager Although the first few days of this month have been rough, historically July is in one way the best month of the year. There has not been a down S&P 500 Index (“S&P 500”) in July for 10 years. ...
by Michael Kuczkowski | Jul 1, 2026 | Insights
https://chaseinv.com/wp-content/uploads/2026/07/Chase-Investment-Counsel.mp4 Check out our latest video. Two friends from Charlottesville discuss the benefits of women better understanding their family finances and how to gain the knowledge to make smart...