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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
Tax Strategies for Career Professionals and Pre-Retirees
Looking for ways to reduce your taxable income is important whether you are beginning your career or have been working for twenty years. Here are some options to consider as part an overall tax strategy. Remember, an overall tax strategy...
5 Steps for General Tax Planning
Most of us are familiar with tax preparation – the act of pulling together our annual income and expenses to complete our tax returns or pass the information on to our accountant or tax preparer to complete our returns. Tax preparation...
Webinar Replay: Second Quarter 2022 After a Weak Second Quarter, What Comes Next?
After a weak second quarter, what comes next? What's driving your portfolio strategy right now? The team from Chase Investment Counsel held their second quarter 2022 webinar which included updates on the stock market, how that is driving...
News
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....
The Big Interview with Buck Klintworth on Money Life with Chuck Jaffe
Buck Klintworth, Senior Vice President and Portfolio Manager at Chase Investment Counsel was recently interviewed on Money Life with Chuck Jaffe. Buck discussed both fundamentals and technicals of the market. Are the fundamentals putting...
Market Commentary
Mid-Year Review and Market Commentary July 2022
Forgive us our dentist friends but sometimes “bear” stock markets remind me of trips to the dentist. They are necessary, they are sometimes painful, and one is generally glad when they are over. Unlike dentist visits, bear markets...
June 2022 Market Commentary: It Could Have Been Worse
Contemplating the positives and negatives of the U.S. economy brings up the famous Dickens’ opening line: It was the best of times; it was the worst of times. We are now approaching the mid-point of what is proving to be a challenging...
April 2022 Market Commentary: Negative, Positive, and Technical Factors
Most investors seem aware of the numerous negative factors: restrictive monetary policy with several 0.50% interest rate increases by the Federal Reserve Board (FRB) starting next month, mortgage rates now up to 5.25% reducing the...