Insights
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...
The 7 Biggest Mistakes to Avoid When Working with Your Wealth Manager
By Jennifer L. King Chief Executive Officer, Corporate Secretary & Director, and Chief Compliance Officer You’ve taken the plunge—you’ve decided to hire a wealth manager to help you preserve and grow your assets. As you search for the...
How to Set Up an Estate Plan for Family and Loved Ones
By Robert (Buck) C. Klintworth, CMT Senior Vice President Many successful first-generation investors in and around Charlottesville, Virginia don’t know how to transfer wealth to their children, or even how to talk about it. In a busy...
Wealth Management Advice for the Second Generation
By Robert (Buck) C. Klintworth, CMT Senior Vice President There’s a saying among wealth managers in Charlottesville, Virginia and elsewhere: the first generation makes it, the second generation spends it, and the third generation blows...
