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June 2024 Market Commentary: Analysts Recognizing Increasing Signs of Weakness.

June 2024 Market Commentary: Analysts Recognizing Increasing Signs of Weakness.

by DERWOOD S. CHASE, JR. | Jun 21, 2024 | Market Commentary

Historically, the Dow Jones Industrial Average Index and S&P 500 Index (“S&P 500”) end their best six months at the end of April, the Nasdaq best eight months still run through June. Recently, many analysts recognize increasing signs of weakness. This year the...
April 2024 Market Commentary: What a Quarter it Was!

April 2024 Market Commentary: What a Quarter it Was!

by PETER W. TUZ, CFA, CFP® | Apr 3, 2024 | Market Commentary

Unless you’ve been living under a rock for the past three months, you probably are aware that U.S. equity markets were strong in 2024’s first quarter. The S&P 500 Index (“S&P 500”) rose 10.56% while the Dow Jones Industrials rose a more modest 6.14%. The first...
January 2024 Market Commentary: Is Change Afoot?

January 2024 Market Commentary: Is Change Afoot?

by PETER W. TUZ, CFA, CFP® | Jan 11, 2024 | Market Commentary

“I get paid to be suspicious when I don’t have anything to be suspicious about.” That, in a nutshell, is a decent definition of what a good money manager does for his clients – be suspicious about the current environment and wonder if change is afoot. As everybody...
November 2023 Market Commentary: A November to Remember

November 2023 Market Commentary: A November to Remember

by PETER W. TUZ, CFA, CFP® | Dec 11, 2023 | Market Commentary

To say markets sprang to life in November is an understatement. Basically many indicies had returns last month that would be decent in most full years. The strong markets in November were accompanied by impressive performance in most sectors making up the S&P 500....
Replay: Chase Investment Counsel 50th Annual Investor Conference

Replay: Chase Investment Counsel 50th Annual Investor Conference

by JENNIFER L. KING, IACCP® | Oct 19, 2023 | Market Commentary

Chase Investment Counsel’s Annual Investor Conference is an opportunity to learn more about the stock market, economy, and the impact of both on an investment process which utilizes bottom up stock selection. This year’s hybrid event featured Randy Watts, Senior...
August 2023 Market Commentary: Healthier Outlook but Seems Overbought Short Term

August 2023 Market Commentary: Healthier Outlook but Seems Overbought Short Term

by DERWOOD S. CHASE, JR. | Jul 28, 2023 | Market Commentary

The current market recovery was primarily limited to large cap tech stocks with 90% of the S&P 500 gain attributable to the “Magnificent Seven.” Finally, in the last six weeks mid and smaller cap stocks have also participated and last week the Dow Industrials and...
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Chase Investment Counsel is a family and employee-owned wealth management firm offering personalized investment services throughout Virginia and neighboring states. The firm was founded by Derwood S. Chase, Jr. in 1957. During the past 60 years, our relationships have often broadened from parents to children and grandchildren. We take pride in the durability of those relationships and our ability to help maintain and grow wealth over many economic and market cycles.

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