For audiences ranging from our clients, to the wider community, to the broader wealth management profession, Chatham regularly shares resources, opportunities, and insights to provide fresh perspectives and advice.
Chatham Resource Library
Is the 4% Withdraw Rule Still Relevant?
This “4% rule” is a guideline developed in the mid-1990s on how much a retiree can withdraw from their accounts without running out of money.
Welcome 2025 — A Market Review and Look Ahead
2024 was another wonderful year for the stock market. In fact, the last two years were the best two consecutive years in a quarter century. An economy fueled by record corporate earnings, strong job creation and robust consumer spending led to better-than-expected returns for stocks once again.
Lui’s Lowdown on the Stock Market: Bad Breadth and Selfies
The S&P 500 has a case of bad breadth as a few mega cap stocks dominated versus the average stock…
5 Questions For You To Consider NOW + Market Insights
Wow, where has the year gone? We are 30 days away from the election and going through our year end checklists.
Nobody goes there anymore. It’s too crowded.
In my last strategy piece, I warned people about the extreme momentum in Super Micro Computer Inc. (SMCI). People buying in March 2024 due to “fear of missing out” (FOMO) have a low probability of having a successful investment.