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Webinar Replay: Fourth Quarter 2020 Update and Demystifying Trusts and Estate Planning

Webinar Replay: Fourth Quarter 2020 Update and Demystifying Trusts and Estate Planning

by JENNIFER L. KING, IACCP® | Jan 8, 2021 | Insights, Webinar

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 demystifying trusts and estate...

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Chase Investment Counsel is a family and employee-owned wealth management firm offering personalized investment services throughout Virginia and neighboring states. The firm was founded by Derwood S. Chase, Jr. in 1957. During the past 60 years, our relationships have often broadened from parents to children and grandchildren. We take pride in the durability of those relationships and our ability to help maintain and grow wealth over many economic and market cycles.

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