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
Market Update & Jeopardy Quiz
Wow, What a flurry of activity! Daily volatility in the markets has increased substantially in the first part of 2023. A regional banking crisis, changing inflation projections, and geopolitical stress has led to the largest daily…
Bull and Bear Markets – Some Perspective. Recency Bias is Real!
Recency bias is a cognitive error identified in behavioral economics whereby people incorrectly believe that recent events will occur again soon. This bias may…
Financial Planning and Longevity
My great Aunt June recently passed away at 102 years of age. She was an incredible person and lived life to the fullest. June was born in New York City, graduated from University of North Carolina (80 Years ago) and was a very well…
THE MARKETS ARE NOT FIGHTING THE FED, BUT LEADING IT…
The above chart of the Federal Funds Rate shows that by December 2025, the market (blue line) and the Federal Reserve (white line) both agree that the Federal Funds Rate will be around 3%. Both agree that interest rates have…
Confused about RMDs and Your Beneficiary IRA?
There’s good reason to have some questions, especially if you are a non-spouse beneficiary of an IRA account. In recent years, legislation has been enacted that introduced some significant changes to Beneficiary IRAs…
LET'S TAKE A LOOK AT THE DATA
From the economists at First Trust, one of our trusted partners, below is their brief commentary and most importantly the data that drives their commentary.
A MARKET REVIEW OF 2022 AND THOUGHTS FOR 2023
2023 will mark the 50th anniversary of John Raab starting his own investment advisory business. Many of our current clients started with him shortly thereafter and are still with us today - Thank You! Here's what to consider in 2023!