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...
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...
Many of you have heard the phrase “the great wealth transfer” and wondered what it meant. Many assume that it means that the wealth accumulated by “Baby Boomer’s” in their working years will be passed along to their children over the next decade or so. It does. But...
You may think you are doing your spouse a favor by exclusively handling your family’s finances and investments. However, you could be doing her a very significant disservice by not including her, even if she isn’t interested in savings, credit, insurance, and...
Many women in Charlottesville are perfectly content to leave investment management and family finances to their husbands. The issue: This can leave you extremely vulnerable if your husband becomes incapacitated or passes away. That’s why you may want to ask your...
