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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
Checklist: Key Financial Documents Women Need to Know About
If your husband handles your family’s finances, an unexpected illness, injury, or death could leave you and the people who depend on you vulnerable and at a loss as to what to do next. An important element to reducing this vulnerability...
How Women Can Avoid Common Risks to Their Financial Security
Women who don’t take an interest in how their investments are managed and how their household bills are paid face greater risks to their long-term security, personal autonomy, and legal preparedness than those who do. Why? Women typically...
Why Women Need a Finacial Advocate
Check out our latest video. A recent widow explains why she should have convinced her husband to seek financial planning support a long time ago. It is a real tale of why women shouldn’t allow husbands to go it alone....
News
Talking Technicals – Buck Klintworth on Money Life with Chuck Jaffe
Buck Klintworth, senior vice president at Chase Investment Counsel, shares on Money Life with Chuck Jaffe his thoughts on the technicals behind today’s markets. Click below to listen to the full episode of Money Life with Chuck Jaffe....
Chase Investment Advisors Receives Recognition from Newsweek
The well-respected publication Newsweek and Plant-A Insights have named Chase Investment Counsel one of America’s Top Financial Advisory Firms of 2026. We are proud to be recognized for this honor and their respect for our unique approach...
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...
Market Commentary
April 2026 Review & Commentary
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager College basketball fans will probably take a long time to forget Braylon Mullins’ three-pointer in the final second of the game to give UConn a victory over Duke and a trip...
Mid-East Wars – Historical Outcomes
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager Although our main concern is and should always be the human toll of all conflicts, our day job requires us to think about the effect of conflicts and our clients’ portfolios. The...
January 2026 Review & Commentary: Will we see a fourpeat in 2026?
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager Although starting 2026 with broad-based strength (at least by January 5), U.S. equity markets ended 2025 with a whimper, but once again fared extremely well over the course...