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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
Wealth Transfer Checklist
Are you seeking to transfer wealth as tax-efficiently as possible? Regardless of your life stage, there are several options to consider. Take the time to plan out your priorities, and once you’ve identified your goals, you can begin the...
Planning for Tax-Efficient Wealth Transfer
It’s sometimes referred to as the “Great Wealth Transfer”. As baby boomers turn 65, their attention turns more towards wealth transfer rather than accumulation. And how much has the baby boom generation accumulated? Estimates vary from as...
Five Easy Generational Wealth Transfer Tips
Have you ever thought about how you can transfer wealth immediately, without facing any tax consequences? Perhaps the best-known way of transferring wealth tax-free is by giving money or assets to a qualified charitable organization....
News
The Big Interview with Buck Klintworth on Money Life with Chuck Jaffe
Buck Klintworth, Senior Vice President and Portfolio Manager at Chase Investment Counsel was recently interviewed on Money Life with Chuck Jaffe. Buck discussed both fundamentals and technicals of the market. Are the fundamentals putting...
Technical Difficulties with Buck Klintworth on Money Life with Chuck Jaffe- Technical Outlook
Robert (BUCK) C. Klintworth, CMT, Senior Vice President and Portfolio Manager of Chase Investment Counsel recently participated in an episode of Money Life with Chuck Jaffe. Buck gives his technical outlook, which he overlays on the...
Money Life with Chuck Jaffe Market Call with Peter W. Tuz of Chase Investment Counsel
Peter W. Tuz, CFA, CFP®. President & Director, Portfolio Manager recently participated in an episode of Money Life with Chuck Jaffe. Listen in to the episode below. The S&P 500 is an unmanaged index which is widely regarded...
Market Commentary
April 2022 Market Commentary: Negative, Positive, and Technical Factors
Most investors seem aware of the numerous negative factors: restrictive monetary policy with several 0.50% interest rate increases by the Federal Reserve Board (FRB) starting next month, mortgage rates now up to 5.25% reducing the...
The Big Interview with Buck Klintworth on Money Life with Chuck Jaffe
Buck Klintworth, Senior Vice President and Portfolio Manager at Chase Investment Counsel was recently interviewed on Money Life with Chuck Jaffe. Buck discussed both fundamentals and technicals of the market. Are the fundamentals putting...
March 2022 Market Commentary: It Could Have Been Worse
Five words probably best sum up equity market results in the United States at least in Q1 22: “It could have been worse!” After a strong 2021, markets fell sharply in January and February, but recovered strongly in March. The recovery was...