Wealth Management Advice for the Second Generation

Wealth Management Advice for the Second Generation

by | Jun 20, 2020 | Insights

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 it. No generation sets out to...
Likelihood of a Further Market Rise?

Likelihood of a Further Market Rise?

by | Jun 1, 2020 | Market Commentary

Derwood S. Chase, Jr., Founder & Chairman Emeritus, Chase Investment Counsel, Market Commentary Chase Investment Counsel Corporation uses a “bottom up” investment process combining fundamental analysis (the what) and technical indicators (the when) in making...