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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
Recognizing and Avoiding Scams
Scammers use the internet or telephone to trick millions of people every year into sending money or giving out personal information. In this short video, we talk about how to recognize the basic signs of a scam, as well as diving deeper...
Quiz: Retirees: Are You Making These Six Mistakes?
Retirement. It’s something that some people look forward to with anticipation, as they foresee days filled with relaxation, or travel, or spending more time with family. It’s also something that some people look forward to with a sense of...
Preparedness Mistakes by Retirees
Even if you’re set financially, if you’ve ever had that feeling like you’re forgetting something, you’re not alone. Being prepared is more than just the dollars and cents that make up your financial picture. There are other things you...
News
A Market of Conflicting Signals – Buck Klintworth on Money Life with Chuck Jaffe
There are a lot of countervailing forces right now both in the economy and the market and of course we can look at events like rate hikes, things along those lines and they eventually show up in the technicals, but the bigger question...
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...
Market Commentary
August 2023 Market Commentary: Healthier Outlook but Seems Overbought Short Term
The current market recovery was primarily limited to large cap tech stocks with 90% of the S&P 500 gain attributable to the “Magnificent Seven.” Finally, in the last six weeks mid and smaller cap stocks have also participated and last...
July 2023 Market Commentary: The Magnificent Seven
Almost every bull market has a phrase attached to it calling out the stocks that are leading that market. In the 1970s it was the “nifty-fifty,” in the late 1990s it was the “dot.com era.” This year we have what many have called the...
May 2023 Market Commentary: Earnings Season Always Bring Surprises
Most academics and market professionals would agree stock markets are “efficient.” In easy-to-understand terms, most companies, especially bigger ones, are so well-followed by analysts that virtually everything worth knowing about them is...