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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
Preparing for Retirement: Housing
As we are nearing retirement, one of our biggest assets may be our home and there are many questions that arise beginning with: Should you stay or should you move? Although it seems a simple decision, there are many complexities that may ar...
Preparing for Retirement: 5 Things to Consider
Retirement can now take up 20%-25% of a person’s lifespan. To have a successful one takes thought and work that should begin well before it occurs. The list of things to contemplate in the years before retirement is long. We are addressin...
Webinar Replay: Primer on Alternative Investments: Potential Risks, Potential Rewards, and Considerations for Your Overall Investment Portfolio
Watch the replay of our Primer on Alternative Investments webinar. Our special guests covered cryptocurrency, precious metals, and real estate. They also answered questions from attendees live. If you have ever considered alternative invest...
News
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....
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....
Market Commentary
June 2021 Market Commentary: Inflation, Corrections and Consumer Confidence
The overall market has been consolidating with only the Nasdaq having even a 10% correction. Consumer confidence is down and inflation is actually higher than the government's core numbers. Yet the stock market is still responding to the Fe...
May 2021 Market Commentary: Strong Recoveries from the Covid-19 Recession
As we enter the "Sell in May and go away" part of the year, we look back on April as a decent month for U.S. equities markets with most indices up and some up substantially as the recovery from the Covid-19 pandemic continues. Three factors...
April 2021 Market Commentary: What a Difference a Year Makes
At the end of first quarter 2020, we were in the beginning stages of an economic shutdown causing unemployment to skyrocket and markets to dip. Fast forward to the end of quarter one 2021 with the economy reopening and unemployment declinin...