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: Speculative momentum assets getting crushed…dividend stocks holding steady
When overcrowded price momentum assets collapse, fear replaces fear of missing out (FOMO).
8 TAX CHANGES AVAILABLE FOR TAX YEAR 2025
Brian McGeough offers his first commentary of 2026!
Year-End Market Commentary
Dan Moskowitz, CFP® President and Chief Investment Officer offers his Year-End Commentary
Lui’s Lowdown on the Stock Market: Lessons from Warren Buffet’s 1999 comments...
“The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage…
Investment Commentary October 2025
Dan Moskowitz, CFP® President and Chief Investment Officer offers his commentary on the October market.
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…
“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!
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..
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.
What Happened?
Dan Moskowitz, CFP® President and Chief Investment Officer offers his commentary on the March market.
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…
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.
Diversification and Constructing Portfolios
As we navigate through volatile markets and evolving economic conditions as well as geopolitical events, understanding the benefits of portfolio diversification can make a significant difference in achieving your financial goals.
Where Are Interest Rates Headed?
Cash has had a great run, but the juicy yields we’ve gotten used to on everything from CDs to money market funds won’t stick around much longer. Whether they cut rates in September or early next year we believe cuts are coming relatively soon.
Groundhog Day
Last October, investors were selling at the lows and piling into US Treasury bills. While they were earning 5% safely on their money, the stock market quietly surprised everyone by rising more than +25% over that same period.