You are now leaving the Chase Investment Counsel website and entering the Chase Growth Fund website.
by PETER W. TUZ, CFA, CFP® | Jan 4, 2023 | Insights
The act of investing – putting aside money today and buying an asset like a house, or stock – generally has one main goal in mind – capital gains. Capital gains can apply to any type of asset: a home, a stock, a bond and even a collectible like a rare coin. When an...by JENNIFER L. KING, IACCP® | Nov 21, 2022 | Insights
If you’ve ever had a plumbing problem, you can always go online and try to figure out the solution yourself. But if you’ve ever done that, you sometimes find that, for anything other than the simplest of problems, you may be in over your head. When you have a...by JENNIFER L. KING, IACCP® | Nov 9, 2022 | Insights
What keeps you up at night? What do you find yourself spending more time doing than you wish you had to? If the answer to either of those questions is related to money, you’re not alone. A recent Mind Over Money survey by Capital One and The Decision Lab reveals...by JENNIFER L. KING, IACCP® | Oct 26, 2022 | Insights
Life is filled with unexpected twists and turns. If there were no surprises, we could set one plan in place and there would never be any changes. But changes occur without notice, and the question is then how we will respond to the unanticipated. We all make excuses...by PETER W. TUZ, CFA, CFP® | Aug 17, 2022 | Insights
Looking for ways to reduce your taxable income is important whether you are beginning your career or have been working for twenty years. Here are some options to consider as part an overall tax strategy. Remember, an overall tax strategy looks at the big picture of...