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.

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Christy Hartigan 9/16/25 Christy Hartigan 9/16/25

Changing Jobs: Should You Roll Over Your 401(k)?

Consider these five options for handling an old 401(k).

Christy Hartigan 9/9/25 Christy Hartigan 9/9/25

Lui’s Lowdown on the Stock Market: A bird in hand is now worth more than two in the bush…

The stock markets rapid moves from Overbought to Extreme Oversold to Overbought indicate investors are emotionally stressed as they switch between Fear and Greed…

Christy Hartigan 9/2/25 Christy Hartigan 9/2/25

Making Sense of HSAs and FSAs

HSAs and FSAs are special accounts designed to help manage medical expenses. Here’s what to know!

Christy Hartigan 8/26/25 Christy Hartigan 8/26/25

Thinking About Downsizing Your Home?

Moving to a smaller house can have many financial advantages. Here's what you should consider from a tax perspective.

Christy Hartigan 8/19/25 Christy Hartigan 8/19/25

This Cool Investing Feature Is the Key to Reaching Your Goals

When you’re young, it can feel like there’s a whole list of things you can’t do yet. But did you know that right now - is actually the best time to start saving for your financial future?

Christy Hartigan 8/12/25 Christy Hartigan 8/12/25

How to Invest Like a Boss—As a Teen

While saving is the foundation of financial stability, investing is what can help your money grow significantly over time. But how, exactly, do you go about investing your savings—especially if you’re under 18?

Christy Hartigan 8/7/25 Christy Hartigan 8/7/25

“The secret of getting ahead is getting started”. Mark Twain

Getting started on financial planning can be a daunting task. Let us help you get started today!

Christy Hartigan 7/1/25 Christy Hartigan 7/1/25

Retiree Health Care Coverage Overseas

Hoping to travel soon? Do you know if your health insurance covers you when traveling abroad? It’s important to know and here’s why.

Christy Hartigan 6/24/25 Christy Hartigan 6/24/25

Is It Smarter to Rent or Buy a Second Home?

Many of our clients have come to us over the years with the same question—should I buy a vacation home or just continue to rent?

Christy Hartigan 6/17/25 Christy Hartigan 6/17/25

Kick Start Your Child’s Financial Journey with a Roth IRA

While earning a paycheck is exciting, it can also be an excellent time to consider opening a Roth IRA and contributing a portion of their summer earnings.