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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
Understanding Risk and Basic Investment Concepts
When you’re a young adult (age 22-30) just starting your career, you’re facing a number of decisions for perhaps the first time in your life—where to live, whether to rent or buy a house, finding a job that suits your skills, how to get...
Investment Strategies for Young Adults: The Importance of Investing Early
When you’re a young adult (age 22-30) just starting your career, you’re facing a number of decisions for perhaps the first time in your life—where to live, whether to rent or buy a house, finding a job that suits your skills, how to get...
Recognizing and Avoiding Scams
Scammers use the internet or telephone to trick millions of people every year into sending money or giving out personal information. In this short video, we talk about how to recognize the basic signs of a scam, as well as diving deeper...
News
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...
A Market of Conflicting Signals – Buck Klintworth on Money Life with Chuck Jaffe
There are a lot of countervailing forces right now both in the economy and the market and of course we can look at events like rate hikes, things along those lines and they eventually show up in the technicals, but the bigger question...
Market Commentary
July 2024 Market Commentary: US Markets Continue Upward Trend
Major U.S. equity markets continued their upward path in Q2 24, and the early part of Q3 as well. However, various other markets differed greatly in performance in the period, primarily due to size (small versus large), style (value...
June 2024 Market Commentary: Analysts Recognizing Increasing Signs of Weakness.
Historically, the Dow Jones Industrial Average Index and S&P 500 Index (“S&P 500”) end their best six months at the end of April, the Nasdaq best eight months still run through June. Recently, many analysts recognize increasing...
April 2024 Market Commentary: What a Quarter it Was!
Unless you’ve been living under a rock for the past three months, you probably are aware that U.S. equity markets were strong in 2024’s first quarter. The S&P 500 Index (“S&P 500”) rose 10.56% while the Dow Jones Industrials rose...