July 2026 Review & Commentary: Is July the Best Month of the Year?
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. ...
How Women in Charlottesville Can Get the Financial Support They Need
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...
Chase Growth Fund Featured in MarketWatch Profile
The in-depth profile features co-managers of the Morningstar Five Star fund Robert Klintworth and Peter Tuz as they explain their approach to investing in the technology sector and how it can benefit investors. Simply sign up for a free preview to read the article and...