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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
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...
Retirement Primer
As you approach retirement, the financial landscape can grow increasingly complex. Our Retirement Primer is designed to offer clear, concise explanations of key concepts and terminology that are critical to informed decision-making in the...
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
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...
July 2025 Market Commentary: A Tale of Two Quarters
The first half of 2025 delivered two dramatically different quarters in the equity markets. A sharp downturn early in the year gave way to a powerful rebound, particularly among the “Magnificent 7” tech stocks. While headline indices...
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...
