by Michael Kuczkowski | Oct 7, 2025 | Market Commentary
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager Since it is abundantly clear that a large driver of the significant gains in U.S. equity markets has been the growth of all things A.I.-related (artificial intelligence) we thought it fitting to pose...
by Michael Kuczkowski | Sep 29, 2025 | Insights
Chase Investment Counsel’s Annual Investor Conference is an opportunity to learn more about the stock market and economy, and their impact on an investment process that utilizes bottom-up stock selection. This year’s hybrid event featured Nicholas P. Sargen, Ph.D....
by Michael Kuczkowski | Sep 23, 2025 | Insights
It’s sometimes referred to as the “Great Wealth Transfer.” As baby boomers turn 65, their attention turns more towards how to transfer their wealth rather than how to accumulate it. Seeking to transfer wealth as tax-efficiently as possible is not just a matter of...