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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
Webinar Replay: Primer on Alternative Investments: Potential Risks, Potential Rewards, and Considerations for Your Overall Investment Portfolio
Watch the replay of our Primer on Alternative Investments webinar. Our special guests covered cryptocurrency, precious metals, and real estate. They also answered questions from attendees live. If you have ever considered alternative invest...
Reducing Your Taxable Estate
You have worked hard to build your estate, don't let estate taxes take a bite out of your heirs inheritance. There are steps you can take to potentially reduce your estate taxes, here are several to consider....
Estate Planning: How to Avoid Probate
Whenever possible, you want to avoid the probate court process. In addition to being costly and complex, probate creates delays in transferring assets to heirs. In addition, the probate process is open to public scrutiny, which is something...
News
Peter Tuz of Chase Investment Counsel talks stocks on Money Life with Chuck Jaffe
Kicking off 2021 with Peter Tuz of Chase Investment Counsel talking stocks on Money Life with Chuck Jaffe. ...
Money Life with Chuck Jaffe – October 2020
Buck Klintworth, Portfolio Manager with Chase Investment Counsel, talks about technical analysis and discusses current and future market conditions. Is this the new normal, and looking beyond the headlines....
S&P 500 Closes Slightly Higher as Stimulus Hopes Lift Cyclical Stocks
The S&P 500 edged higher on Tuesday, as investors rotated into economically sensitive cyclical stocks, optimistic that Washington will deliver a new round of stimulus to sustain the U.S. economic recovery from a pandemic-induced recessi...
Market Commentary
April 2021 Market Commentary: What a Difference a Year Makes
At the end of first quarter 2020, we were in the beginning stages of an economic shutdown causing unemployment to skyrocket and markets to dip. Fast forward to the end of quarter one 2021 with the economy reopening and unemployment declinin...
February 2021 Market Commentary: Lower Covid Numbers and Pent Up Consumer Demand
Derwood S. Chase Jr, Founder & Chairman Emeritus of Chase Investment Counsel provides insights into the potentially lessening impact of Covid-19, as well as potential market strengths and weakness in this February 2020 market commentary....
2021 Equity Market Focus: The January Short Squeeze and 2021 Market Outlook
After starting strong and rising 2.5% in three weeks, the S&P 500® index ended January with a thud due to one of the most unusual events in modern equity market history and ended the month down. The unusual event, of course, was the war be...