Buck Klintworth, senior vice president at Chase Investment Counsel, shares on Money Life with Chuck Jaffe his thoughts on the technicals behind today’s markets. Click below to listen to the full episode of Money Life with Chuck Jaffe. The Chase Growth...
For many people in Charlottesville, an estate plan can seem unnecessary, until you actually need one. Things may seem completely in control until something unexpected happens and you don’t have a documented plan to manage through it. Many people, including wealthy...
Money is challenging for even the most communicative couples to discuss. Conversations about family, goals, debts, savings, investments, protection, financial boundaries, and estate planning are not always easy or pleasant, but they are necessary. For couples in the...
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...
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. ...
