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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
Minimizing Medicare Premiums
As you approach retirement, you will no doubt find yourself navigating a very different world than you’re used to. After years of planning and building up your retirement accounts, you’ll begin to draw them down. Instead of relying on...
Replay: Chase Investment Counsel 52nd Investor Conference
Chase Investment Counsel’s Annual Investor Conference is an opportunity to learn more about the stock market and economy, and their impact on an investment process that utilizes bottom-up stock selection. This year’s hybrid event featured...
Gifting Strategy
It’s sometimes referred to as the “Great Wealth Transfer.” As baby boomers turn 65, their attention turns more towards how to transfer their wealth rather than how to accumulate it. Seeking to transfer wealth as tax-efficiently as...
News
Talking Technicals – 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 technicals behind today’s markets. Click below to listen to the full episode of Money Life with Chuck Jaffe....
Chase Investment Advisors Receives Recognition from Newsweek
The well-respected publication Newsweek and Plant-A Insights have named Chase Investment Counsel one of America’s Top Financial Advisory Firms of 2026. We are proud to be recognized for this honor and their respect for our unique approach...
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...
Market Commentary
Mid-East Wars – Historical Outcomes
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager Although our main concern is and should always be the human toll of all conflicts, our day job requires us to think about the effect of conflicts and our clients’ portfolios. The...
January 2026 Review & Commentary: Will we see a fourpeat in 2026?
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager Although starting 2026 with broad-based strength (at least by January 5), U.S. equity markets ended 2025 with a whimper, but once again fared extremely well over the course...
October 2025 Review and Commentary: Artificial Intelligence! Risk On! Lower Rates!
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager Since it is abundantly clear that a large driver of the significant gains in U.S. equity markets has been the growth of all things A.I.-related (artificial intelligence) we...