by phaedra | Aug 3, 2020 | Insights
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 seem overwhelming. One of the...
by phaedra | Aug 3, 2020 | Insights
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 best fit, it’s important to...
by phaedra | Aug 1, 2020 | Insights
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 world, it’s easy to put off estate...
by phaedra | Jul 20, 2020 | News
The S&P 500 edged higher on Tuesday, as investors rotated into economically sensitive cyclical stocks, optimistic that Washington will deliver a new round of stimulus to sustain the U.S. economic recovery from a pandemic-induced recession. Read...
by phaedra | Jul 8, 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...