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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
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...
Preserving Capital in Retirement
The transition from working to retirement can be a difficult one for individuals to navigate. After having spent so much of your life working, moving to a mindset of retirement can create a whirlwind of emotions. In the midst of dealing...
Tax Strategies for Career Professionals and Pre-Retirees
Looking for ways to reduce your taxable income is important whether you are beginning your career or have been working for twenty years or more. Here are some options to consider as part an overall tax strategy. Remember, an overall tax...
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
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...
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...
