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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
Minimizing Capital Gains
Minimizing Capital Gains The act of investing – putting aside money today and buying an asset like a house, or stock – generally has one main goal in mind – capital gains. Capital gains can apply to any type of asset: a home, a stock, a...
Understanding Capital Gains
The act of investing – putting aside money today and buying an asset like a house, or stock – generally has one main goal in mind – capital gains. Capital gains can apply to any type of asset: a home, a stock, a bond and even a...
Making the Most of a Financial Adviser’s Knowledge
If you’ve ever had a plumbing problem, you can always go online and try to figure out the solution yourself. But if you’ve ever done that, you sometimes find that, for anything other than the simplest of problems, you may be in over your...
News
This Rally is Not the Start of a Bull Market – Buck Klintworth on Money Life with Chuck Jaffe
Buck Klintworth, senior vice president at Chase Investment Counsel, shares on Money Life with Chuck Jaffe that he thinks that the overwhelming evidence in the market is that this week's rally is not the start of a new bull market, but...
Peter Tuz of Chase Investment Counsel Talks Growth Investing on the Market Call: Money Life with Chuck Jaffe
Peter Tuz of Chase Investment Counsel talks growth investing in today's no-growth environment as a guest in the market call on Money Life with Chuck Jaffe. The Chase Growth Fund’s investment objectives, risks, charges and expenses...
Peter W Tuz of Chase Investment Counsel: 5 Things To Look For When Hiring a Financial Planner or Financial Adviser
Peter W Tuz, CFA, CFP®, President & Director, Portfolio Manager of Chase Investment Counsel was recently interviewed by Tyler Gallagher of Authority Magazine on what to look for when hiring a financial planner or financial advisor....
Market Commentary
February Market Commentary and Review: Risk On!
I can’t think of any two words that better describe equity markets in the U.S. so far this year. After big losses in both stocks and bonds last year, optimists hoped we would soon see markets recover as both inflation and interest rate...
December 2022 Market Commentary- Are We Set Up for a Mild Recession?
January is the #1 S&P 500 Index and Nasdaq best performing month in pre-election years. We are mindful that all Pre-Election years since 1949 have an average gain of 16.8%, the ones after a mid-term bear market like 2022 average...
Fourth Quarter Market Commentary and 2022 Wrap Up
Unless things change in the next few hours, 2022 will be one of the worst equity markets in recent history. As of December 27, the S&P 500 index (“S&P 500”) had fallen 18.02%. The last drop of this magnitude was in 2008. The...