Insights & News
Download Your Copy Now
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
Financial Planning in the Early Stages of a Woman’s Life
Financial planning is about more than just investing, but the same skills that make women better investors can also serve them well when it comes to financial planning. Because women face different challenges at various stages in life,...
Why Women are Better Investors
In a survey conducted by Fidelity, fewer than 9% of respondents said that they thought that women were better investors than men. If that’s the predominant view, it’s not surprising that women are underrepresented in the financial...
What Do Financial Wealth Managers Do?
A wealth manager is usually characterized by their clientele – high net worth individuals. That characteristic of wealth managers (who they work with) has far-reaching ramifications. Because they usually work exclusively with...
News
Technical Difficulties with Buck Klintworth on Money Life with Chuck Jaffe- Technical Outlook
Robert (BUCK) C. Klintworth, CMT, Senior Vice President and Portfolio Manager of Chase Investment Counsel recently participated in an episode of Money Life with Chuck Jaffe. Buck gives his technical outlook, which he overlays on the...
Money Life with Chuck Jaffe Market Call with Peter W. Tuz of Chase Investment Counsel
Peter W. Tuz, CFA, CFP®. President & Director, Portfolio Manager recently participated in an episode of Money Life with Chuck Jaffe. Listen in to the episode below. The S&P 500 is an unmanaged index which is widely regarded...
Chase Investment Counsel Wins Web Marketing Association “Best Investment Website” Award for 2021
"Chase Investment Counsel is pleased to have its website recognized as the Best Investment website 2021 by the Web Marketing Association. The website was evaluated on its design, ease of use, copywriting, interactivity, use of...
Market Commentary
Replay: Chase Investment Counsel 48th 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...
September 2021 Market Commentary: 18 Months of Bull Market
Although this might slow down soon, the stock market is still influenced by the Federal Reserve’s continuing zero interest rate policy while providing excess liquidity and making large monthly purchases of Treasury securities....
August 2021 Market Commentary: Markets Continued the Upward Trend
As most of you know, in a video address on August 27th originally scheduled to be delivered in-person at a symposium in Wyoming, Jerome Powell clarified what many pondered – how to end the era of balance sheet expansion and ultra-low...
