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Insights & News
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Estate Planning Primer
It is never too early to consider your estate planning needs.
By taking a few distinct steps, you and your family can be on your way to setting up an estate plan that makes sure that your wealth is distributed according to your wishes.
Insights
5 Steps for General Tax Planning
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...
Smart Investment Moves for Mid-Career Professionals
As you are getting established in your career, you may experience a mental tug-of-war between focusing on the present or the future. As you balance short-term and long-term goals there are specific actions you can take that can jumpstart...
Smart Strategies During Peak Earning Years
When you’re in the midst of your peak earning years, you face a number of decisions about how best to meet your financial obligations now while simultaneously planning for the future. You may find yourself caught in a mental tug-of-war...
News
Growth at a Reasonable Price Investing – Peter Tuz on Money Life with Chuck Jaffe
Peter Tuz, chief executive officer at Chase Investment Counsel, talks growth at a reasonable price investing on Money Life with Chuck Jaffe. Click below to listen to Peter Tuz on Money Life with Chuck Jaffe. The Chase Growth Fund is...
Wait and See or Push Ahead- Buck Klintworth On Money Life with Chuck Jaffee
Buck Klintworth of Chase Investment Counsel talks technical analysis and the interesting market the US is in right now. Click below to listen to Buck Klintworth, Senior Vice President and Portfolio Manager at Chase Investment Counsel, on...
Technical Analysis and the Nasdaq- Buck Klintworth on Money Life with Chuck Jaffe
Buck Klintworth of Chase Investment Counsel talks technical analysis and what it means that the Nasdaq technically moved into correction territory. Click below to listen to Buck Klintworth, Senior Vice President and Portfolio Manager at...
Market Commentary
March 2025 Market Commentary: Breaking Eggs
You cannot make an omelet without breaking eggs. If you can afford them, that is. The quote above Is attributed to Robert Louis Stevenson. The meaning is obvious: accomplishing something worthwhile often causes some pain elsewhere. In...
January 2025 Market Commentary: Will We See a Threepeat in 2025?
As the year ends, investors reflect on past performance and plan for the future. In 2024, the standout winners were the "Mag 7" stocks and AI-related companies. Non-tech sectors, however, struggled, with only four of the S&P 500’s 11...
Could the Bull Market Go Longer or End Next Week? – Buck Klintworth on Money Life with Chuck Jaffe
Buck Klintworth, senior vice president at Chase Investment Counsel, shares on Money Life with Chuck Jaffe his thoughts on the current bull market run, while sharing a bit of history for context. Click below to listen to the full episode...
