Insights
5 Key Estate Planning Tips
Have you ever thought about who you plan to leave money, assets, or other belongings to after you pass away? Who would you like to make financial or healthcare decisions on your behalf should you become seriously ill or incapacitated?...
Webinar Replay: Fourth Quarter 2020 Update and Demystifying Trusts and Estate Planning
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 thoughts about...
The Myths and Realities of Financial Crises
Pulling together this conference for clients, shareholders, and friends is something we look forward to every year. In addition to the opportunity to share our story, it is a chance to present information related to the economy and the...
Guest Speaker Stephen Moore Doesn’t Hold Back Discussing His Views on the State of Economy Now and What’s to Come
Pulling together this conference for clients, shareholders, and friends is something we look forward to every year. In addition to the opportunity to share our story, it is a chance to present information related to the economy and the...
Chase Investment Counsel investment Strategies: From Large Cap, to Balanced, to Mid-Cap and All-Cap
Buck Klintworth and Peter Tuz discussed the main investment strategies used by Chase Investment Counsel at its 47th annual client conference held via Zoom on Nov. 18, 2020. Buck Klintworth: Our large cap strategy is our flagship product. ...
Combining Fundamental Analysis with Technical Factors to Determine Timing in Purchasing and Sales of Stocks
Clay Sefter began CICC’s 47th annual client conference by explaining 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...
Investing Now for Next Year’s Potential
“Crisis or Recovery” was the subject of Chase Investment Counsel’s 47th investment conference, held via Zoom on November 18th, 2020. Presenters included Chase Investment Counsel portfolio managers Peter W. Tuz, Buck Klintworth, and Clay...
Chase Investment Counsel 47th Annual Investor Conference: Crisis or Recovery – What does 2021 hold for us?
CHASE INVESTMENT COUNSEL 47TH ANNUAL INVESTOR CONFERENCE Crisis or Recovery – What does 2021 hold for us? When: Wednesday, November 18, 2020 Where: Virtual Conference via Zoom Times: Please see times for each event below Guest speaker...
How to Choose a Wealth Manager in Charlottesville, Virginia
By Jennifer L. King Chief Executive Officer, Corporate Secretary & Director, and Chief Compliance Officer Choosing a wealth manager is a complicated process and selecting one firm from the thousands of boutique and national firms may...
