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
Lui’s Lowdown on the Stock Market: The bond market vigilantes and Bessent are a great combination…
Chief Strategist at Chatham Wealth, John Lui, offers his commentary on the bond market and tariffs..
Insurance Need Assessment: Married with Children
A growing family, by definition, means growing financial obligations.
Insurance Need Assessment: When You’re Young and Single
New stage of life.. new financial risks to consider.
Insurance Need Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Understanding Qualified Charitable Distributions (QCDs): A Smart Way to Give Back While Reducing Your Taxes
Over 70 ½ yrs and interested in reducing your income tax burden? Consider a QCD.
Important Birthdays Over 50
A look at birthdays OVER 50 that have implications regarding your retirement income.
Cyber Security & Common Financial Scams
Brian McGeogh, CFP® and Tucker Sandercock present a webinar on cyber security & common financial scams.
What Happened?
Dan Moskowitz, CFP® President and Chief Investment Officer offers his commentary on the March market.
Benefits of Writing a Legacy Love Letter to Heirs
Crafting a letter to your loved ones that contains your estate-planning information, plus additional rationale for your choices, can help ease their burden when you pass.
Revocable Living Trust vs. Will
Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.
New Retirement Contribution Limits for 2025
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year.
Filing Final Tax Returns for the Deceased
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.
Lui’s Lowdown on the Stock Market: Bird in hand has been better than two in the bush…
It is a market of stocks and not a stock market…
Does Your Child Need to File an Income Tax Return?
As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn?
Do You Know Your IRA Contribution Deadlines?
You have until April 15, 2025 to make a 2024 IRA contribution.
10 Tips for Keeping Your Accounts Secure
How to stay ahead of the cybersecurity curve and combat increasingly sophisticated attacks.
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.
Cybersecurity Tips for Travelers
Devices can help keep you connected while traveling, but they're also susceptible to unique risks. Here's how to boost your cybersecurity when you're away from home.
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.