Insights & News
Download Your Copy Now
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
How Women Can Get the Financial Support They Need
Check out our latest video. Two friends discuss the benefits of women better understanding their family...
Planning for Widowhood
Many of you have heard the phrase “the great wealth transfer” and wondered what it meant. Many assume that it means that the wealth accumulated by “Baby Boomer’s” in their working years will be passed along to their children over the next...
Handling Your Family Finances Solo Could Leave Your Wife Vulnerable
You may think you are doing your spouse a favor by exclusively handling your family’s finances and investments. However, you could be doing her a very significant disservice by not including her, even if she isn’t interested in savings,...
News
Chase Growth Fund Featured in MarketWatch Profile
The in-depth profile features co-managers of the Morningstar Five Star fund Robert Klintworth and Peter Tuz as they explain their approach to investing in the technology sector and how it can benefit investors. Simply sign up for a free...
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...
Market Commentary
July 2026 Review & Commentary: Is July the Best Month of the Year?
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager Although the first few days of this month have been rough, historically July is in one way the best month of the year. There has not been a down S&P 500 Index (“S&P...
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...