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Insights
Preparing for Retirement: Housing
One of the biggest assets most of us will end up with as we near retirement will probably be our home. What you decide to do with it as you retire is probably one of the more important decisions you will make. Chances are reasonably high...
Preparing for Retirement: 5 Things to Consider
The name Ida Mae Fuller is not one often found in the history books. But if there is a history of retirement programs ever written, it should be. Ms. Fuller was the first recipient of Social Security, the retirement program set up by the...
Webinar Replay: Primer on Alternative Investments: Potential Risks, Potential Rewards, and Considerations for Your Overall Investment Portfolio
In our last webinar, Primer on Alternative Investments, our special guests covered the potential rewards, risks, and considerations for an overall investment portfolio when investing in precious metals, venture capital, real estate, and...
Reducing Your Taxable Estate
While most families currently don’t have to worry about facing estate taxes upon death, those who were subject to the tax in 2020 paid an estimated $16 billion in estate taxes. If you’re fortunate enough to have an estate that might be...
Estate Planning: How to Avoid Probate
What is Probate? Probate is the court-supervised process of authenticating a last will and testament. It includes locating and determining the value of the person’s assets, paying their final bills and taxes, and distributing the...
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...