Insights & News
Webinar
Market Outlook
October 6th, 2020
Where may the market go from here? Chase Investment Counsel’s senior executive team discussed our market outlook during the pandemic in this webinar.
Insights
5 Key Estate Planning Tips
When considering the transfer of assets upon death, it is imperative to plan ahead. These 5 Key Tips to Estate Planning are the basis for sound estate planning and will assist in avoiding probate....
Webinar Replay: Fourth Quarter 2020 Update and Demystifying Trusts and Estate Planning
Webinar Replay: The team from Chase Investment Counsel provided a fourth quarter 2020 market and strategy update and a brief look ahead to 2021. We also welcomed Paula Newcomb and Phil Garland from Expedition Trust Company to provide some t...
The Myths and Realities of Financial Crises
Dr. Robert Bruner, professor at the University of Virginia’s Darden School of Business, addressed the myths and realities of Financial Crises. We have seen many financial crises, said Dr. Bruner, yet they keep occurring and puzzle layme...
News
Peter Tuz of Chase Investment Counsel talks stocks on Money Life with Chuck Jaffe
Kicking off 2021 with Peter Tuz of Chase Investment Counsel talking stocks on Money Life with Chuck Jaffe. ...
Money Life with Chuck Jaffe – October 2020
Buck Klintworth, Portfolio Manager with Chase Investment Counsel, talks about technical analysis and discusses current and future market conditions. Is this the new normal, and looking beyond the headlines....
S&P 500 Closes Slightly Higher as Stimulus Hopes Lift Cyclical Stocks
The S&P 500 edged higher on Tuesday, as investors rotated into economically sensitive cyclical stocks, optimistic that Washington will deliver a new round of stimulus to sustain the U.S. economic recovery from a pandemic-induced recessi...
Market Commentary
2021 Equity Market Focus: The January Short Squeeze and 2021 Market Outlook
After starting strong and rising 2.5% in three weeks, the S&P 500® index ended January with a thud due to one of the most unusual events in modern equity market history and ended the month down. The unusual event, of course, was the war be...
2021 Equity Market Focus: Q&A with Peter Tuz, President and Portfolio Manager Chase Investment Counsel
President and Portfolio Manager, Peter Tuz provides a Q & A Market Commentary: 2021 Equity Market Focus: Economic Recovery and Outlook. Peter covers the 2021 Equity market focus, the impact of low interest rates, and a potential investment...
Combining Fundamental Analysis with Technical Factors to Determine Timing in Purchasing and Sales of Stocks
Clay Sefter explains the firm’s investment philosophy and stock selection process. Chase has always been a “bottom up” stock manager and lets its screening process determine the stocks to buy and sectors to overweight or underweight. ...