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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
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...
Gaining Peace of Mind with a Financial Adviser
What keeps you up at night? What do you find yourself spending more time doing than you wish you had to? If the answer to either of those questions is related to money, you’re not alone. A recent Mind Over Money survey by Capital One...
Achieving Continuity with a Financial Adviser
Life is filled with unexpected twists and turns. If there were no surprises, we could set one plan in place and there would never be any changes. But changes occur without notice, and the question is then how we will respond to the...
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
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...
Replay: Chase Investment Counsel 49th Annual Investor Conference
Chase Investment Counsel’s Annual Investor Conference is an opportunity to learn more about the stock market, economy, and the impact of both on an investment process which utilizes bottom up stock selection. This year’s hybrid event...
Third Quarter 2022 Review and Market Commentary: Cruel September
Forget April, September has again proved itself to be the cruelest month of the year for investors. In the one just ended; the S&P 500 Index (‘S&P 500’) fell 9.2%. Other major indices acted in like manner. The main culprits of the...