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
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.
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?
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.
Married or soon to be? Time to talk about finances.
Newly Married or Soon to Be? Finances should be part of your planning.
Wedding Season is Here!
Life’s big moments present an opportunity to talk through their impact on your life, weddings are one of those moments!
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?