Insights
5 Key Estate Planning Tips
When considering the transfer of assets upon death, it is imperative to plan ahead. These 5 Key Tips to Estate Planning are the basis for sound estate planning and will assist in avoiding probate....
Webinar Replay: Fourth Quarter 2020 Update and Demystifying Trusts and Estate Planning
Webinar Replay: The team from Chase Investment Counsel provided a fourth quarter 2020 market and strategy update and a brief look ahead to 2021. We also welcomed Paula Newcomb and Phil Garland from Expedition Trust Company to provide some t...
The Myths and Realities of Financial Crises
Dr. Robert Bruner, professor at the University of Virginia’s Darden School of Business, addressed the myths and realities of Financial Crises. We have seen many financial crises, said Dr. Bruner, yet they keep occurring and puzzle layme...
Guest Speaker Stephen Moore Doesn’t Hold Back Discussing His Views on the State of Economy Now and What’s to Come
Economist Stephen Moore discuss his views on the state of economy now and what may come with a new president in office. Moore held nothing back in sharing his views of the potential impacts under a 'blue' presidency to come....
Chase Investment Counsel investment Strategies: From Large Cap, to Balanced, to Mid-Cap and All-Cap
Buck Klintworth and Peter Tuz discuss the many investment strategies employed by Chase Investment Counsel and how they line up with individual risk tolerances. Listen in to this section replay from the Chase Investment Counsel's 47th Annual...
Combining Fundamental Analysis with Technical Factors to Determine Timing in Purchasing and Sales of Stocks
Clay Sefter explains the firm’s investment philosophy and stock selection process. Chase has always been a “bottom up” stock manager and lets its screening process determine the stocks to buy and sectors to overweight or underweight. ...
Investing Now for Next Year’s Potential
The big conundrum is how do you invest now knowing that things might be bleak over the next few months because of Covid, but will be much better later next year?
There are some positives and negatives to think about....
Chase Investment Counsel 47th Annual Investor Conference: Crisis or Recovery – What does 2021 hold for us?
Join us on November 18th for the 47th Annual Chase Investment Counsel Investor Conference– What does 2021 hold for us? This years conference will be a virtual, online event....
How to Choose a Wealth Manager in Charlottesville, Virginia
Looking to hire a wealth manager? Review these seven steps....