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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 Manager vs. Financial Advisor: What’s the Difference?
If you crack open a thesaurus (or more likely, go online) and look up synonyms for the word “finances” you’ll find words like “money”, “investments”, and “accounts” – all words that sound like the word “wealth”. Similarly, when you look...
Wealth Management Tips
Every person faces unique situations when it comes to money, and high net worth individuals are no different. In fact, the more wealth you have, the more complex questions you may have. Whether you hire a wealth manager or decide to do it...
Healthcare in Retirement
There is probably no subject more important – and more complicated – to successful retirement planning than the issue of health care costs in retirement. There is nothing further from the truth in that thought that once we turn 65...
News
Chase Investment Counsel Wins Web Marketing Association “Best Investment Website” Award for 2021
"Chase Investment Counsel is pleased to have its website recognized as the Best Investment website 2021 by the Web Marketing Association. The website was evaluated on its design, ease of use, copywriting, interactivity, use of...
Investor Reaction to Big Tech Earnings
Peter W. Tuz, CFA, CFP®, President and Director, Portfolio Manager, was recently featured on TD Ameritrade discussing the market's direction and investor reactions to recent events. Is there some over confidence in the market with recent...
Technical Difficulties with Buck Klintworth on Money Life with Chuck Jaffe
The market is at almost record highs, is it time to hedge your bets? It may be much more complicated than that. Look beneath the surface to determine strength. Listen in to Buck's technical analysis of the current market. ...
Market Commentary
August 2021 Market Commentary: Markets Continued the Upward Trend
As most of you know, in a video address on August 27th originally scheduled to be delivered in-person at a symposium in Wyoming, Jerome Powell clarified what many pondered – how to end the era of balance sheet expansion and ultra-low...
Webinar Replay: Chase Investment Counsel Summer 2021 Market and Strategy Update
The team at Chase Investment Counsel provided a year-to-date 2021 market and strategy update. Many great questions were asked and answered. Watch the replay below....
July 2021 Market Commentary: The Battle Between Market Bulls and Bears
The 2021 battle between the bull and bear markets continues with the bulls having built a substantial lead so far. As of June 30th, the S&P 500® Index (“S&P 500”) was up 15.3% on a total return basis while other well-known indices...