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by PETER W. TUZ, CFA, CFP® | Jul 25, 2022 | Insights
Most of us are familiar with tax preparation – the act of pulling together our annual income and expenses to complete our tax returns or pass the information on to our accountant or tax preparer to complete our returns. Tax preparation is typically focused on the...by JENNIFER L. KING, IACCP® | Jun 30, 2022 | Insights, Webinar
After a weak second quarter, what comes next? What’s driving your portfolio strategy right now? The team from Chase Investment Counsel held their second quarter 2022 webinar which included updates on the stock market, how that is driving portfolio strategies...by JENNIFER L. KING, IACCP® | Apr 20, 2022 | Insights
Are you seeking to transfer wealth as tax-efficiently as possible? Regardless of your life stage, there are several options to consider. Take the time to plan out your priorities, and once you’ve identified your goals, you can begin the steps to transfer your wealth...by JENNIFER L. KING, IACCP® | Apr 6, 2022 | Insights
It’s sometimes referred to as the “Great Wealth Transfer”. As baby boomers turn 65, their attention turns more towards wealth transfer rather than accumulation. And how much has the baby boom generation accumulated? Estimates vary from as low as $15 trillion to as...by JENNIFER L. KING, IACCP® | Mar 7, 2022 | Insights
Have you ever thought about how you can transfer wealth immediately, without facing any tax consequences? Perhaps the best-known way of transferring wealth tax-free is by giving money or assets to a qualified charitable organization. There’s no limit to the amount...by PETER W. TUZ, CFA, CFP® | Feb 16, 2022 | Insights
After two strong years in equity markets investors may well be echoing The Clash and asking themselves “Should I stay or should I go?” For most investors, the answer is a qualified “stay.” Over many years, equities are winners versus bonds, cash and inflation. U.S....