https://www.chathamwealth.com/blog daily 0.75 2026-03-10 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/db9a717e-4454-4f44-92fc-93d41bc78967/Bitmap.png https://www.chathamwealth.com/blog/mvtjmswh88gidg1lyenmi4c0m76ma2-8trrd-438ag-fmjhn-9nxfr-prexd monthly 0.5 2026-03-10 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/97d078ce-23b8-4f85-9d2a-2f3bbd7934b2/1.title_whennumberslie.png BLOG - WHEN NUMBERS LIE - Phantom Statistical Anomalies And Their Real Impact on Investing https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/b066e624-c0d8-4848-8ed1-8073cfe1515f/2+simp_paradox.png BLOG - WHEN NUMBERS LIE - Phantom Statistical Anomalies And Their Real Impact on Investing - Actually, it turns out Jeter was the better hitter over that span and it’s not even close. He hit a combined .310 while Justice hit .270. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/3dab504b-05ba-473c-bcc1-c30d784f0318/3+sample_investment.png BLOG - WHEN NUMBERS LIE - Phantom Statistical Anomalies And Their Real Impact on Investing - For example, the chart on the left shows hypothetical annual returns for two investment strategies- one that uses just long positions and one that only sells short. Compounding annually, the longs totaled a solid 386% and the shorts lost around -7%. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/58393f15-ad2f-4e40-804e-bb285d0e3f98/4+coin_flip.png BLOG - WHEN NUMBERS LIE - Phantom Statistical Anomalies And Their Real Impact on Investing https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/1941f88e-78b3-46b6-8ead-d9e4fa43a0d1/5+lieschart.png BLOG - WHEN NUMBERS LIE - Phantom Statistical Anomalies And Their Real Impact on Investing - Below is a list of other interesting mathematical anomalies. While some have more tenuous relationships with investing, they all support the idea that statistical conclusions shouldn’t go unquestioned. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/daa2ec49-c769-463f-b9a7-4a4203ede8e0/6+questionmark.png BLOG - WHEN NUMBERS LIE - Phantom Statistical Anomalies And Their Real Impact on Investing - The best recommendation is seek out a professional who is already mindful of these concepts. But on your own, to improve upon your investment decision acumen, you can: https://www.chathamwealth.com/blog/mvtjmswh88gidg1lyenmi4c0m76ma2-8trrd-438ag-fmjhn-9nxfr monthly 0.5 2026-03-09 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/f301b7c7-bb0b-49a9-8bab-7302ba35cbb2/shutterstock_1374032498.jpg BLOG - Lui’s Lowdown on the Stock Market: Speculative momentum assets getting crushed…dividend stocks holding steady - Make it stand out CWM stock https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/428c6a93-ee45-42e5-b451-ae3d43c5b069/March+26+pic+1.png BLOG - Lui’s Lowdown on the Stock Market: Speculative momentum assets getting crushed…dividend stocks holding steady - Make it stand out Source: LSEG via markets.ft.com https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/7c3b39f7-bc3e-4ed2-841f-b56cbbf853cd/March+26+pic+2.png BLOG - Lui’s Lowdown on the Stock Market: Speculative momentum assets getting crushed…dividend stocks holding steady - Make it stand out Source: Google https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/b48e3417-2d52-4991-abc5-a7a78b509278/March+26+pic+3.png BLOG - Lui’s Lowdown on the Stock Market: Speculative momentum assets getting crushed…dividend stocks holding steady - Make it stand out Source: Refinitiv https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/ae585a99-272c-4dbb-b567-961d6424eeb7/March+26+pic+4.png BLOG - Lui’s Lowdown on the Stock Market: Speculative momentum assets getting crushed…dividend stocks holding steady - Make it stand out Source: Google https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/52b170b7-f330-4c2c-921e-e3a8972047d6/March+25+pic+5.png BLOG - Lui’s Lowdown on the Stock Market: Speculative momentum assets getting crushed…dividend stocks holding steady - Make it stand out Source: Financial Times https://www.chathamwealth.com/blog/mvtjmswh88gidg1lyenmi4c0m76ma2-8trrd-n3jpa-97e8t-w7yn7-mz6st monthly 0.5 2026-02-09 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/2e7c9312-1093-4da1-a245-d80d74493ef3/operations+associate+hiring+%286%29.png BLOG - 8 TAX CHANGES AVAILABLE FOR TAX YEAR 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.chathamwealth.com/blog/mvtjmswh88gidg1lyenmi4c0m76ma2-8trrd-n3jpa-g3ja8-hfrrd-928pe monthly 0.5 2026-01-13 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/e1149c4a-7424-4c49-b700-2d589249d376/IMG_7680+cropped.jpg BLOG - Year-End Market Commentary - Make it stand out Dan Moskowitz at his office in Chatham NJ https://www.chathamwealth.com/blog/mvtjmswh88gidg1lyenmi4c0m76ma2-8trrd-438ag-fmjhn monthly 0.5 2026-03-03 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/2065fd31-bdb1-437f-bb77-027839756f3d/shutterstock_2656070457.jpg BLOG - Lui’s Lowdown on the Stock Market: Lessons from Warren Buffet’s 1999 comments... - Make it stand out CWM Shutterstock https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/0f1d1ad6-aba0-4bfc-be1a-c87f0702e6cb/Dec+25+pic+1.png BLOG - Lui’s Lowdown on the Stock Market: Lessons from Warren Buffet’s 1999 comments... - Make it stand out Source: CNBC https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/770c6c55-248f-4a2d-b7fc-823a0db5280a/Dec+25+pic+2.png BLOG - Lui’s Lowdown on the Stock Market: Lessons from Warren Buffet’s 1999 comments... - Time Warner CEO (left) “celebrating” his merger with AOL CEO (right)… Source: Chris Hondros/Newsmakers https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/b39f368e-ed44-4a1a-86fb-22f10bd797df/Dec+25+pic+3.png BLOG - Lui’s Lowdown on the Stock Market: Lessons from Warren Buffet’s 1999 comments... - Make it stand out Source: CNBC https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/7c3d7549-6c44-4340-9a77-2b7893032afb/Dec+25+pic+4.png BLOG - Lui’s Lowdown on the Stock Market: Lessons from Warren Buffet’s 1999 comments... - Make it stand out Source: CNBC https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/49fa085d-b7af-443c-ac72-f78a6107f976/Dec+25+pic+5.png BLOG - Lui’s Lowdown on the Stock Market: Lessons from Warren Buffet’s 1999 comments... - Make it stand out Source: CNBC https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/e6d4e92d-d234-4458-bcea-0b6b4da6e803/Dec+25+pic+6.png BLOG - Lui’s Lowdown on the Stock Market: Lessons from Warren Buffet’s 1999 comments... - Until my next quarterly commentary.. Happy Holidays! John Lui https://www.chathamwealth.com/blog/has-your-retirement-plan-been-stress-tested-nbpfj monthly 0.5 2025-11-07 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/cd434db6-21ca-44d2-bfa1-ff40639c3852/shutterstock_2348520793.jpg BLOG - 2025 Year End Financial Planning Checklist - Make it stand out CWM Shutterstock https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/af481053-0770-473b-8fa1-390707f00507/PICTURE+1.jpg BLOG - 2025 Year End Financial Planning Checklist - Make it stand out Source: Fidelity https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/bc0fc551-152f-4e5c-9ec7-1224acb9a687/PICTURE+2.jpg BLOG - 2025 Year End Financial Planning Checklist - Make it stand out Fidelity https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/13e40079-e001-4264-81a3-dd9ea018dd27/shutterstock_609805790+%281%29.jpg BLOG - 2025 Year End Financial Planning Checklist - Make it stand out CWM Shutterstock https://www.chathamwealth.com/blog/chatham-wealth-management-is-hiring-7hwnr monthly 0.5 2025-11-03 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/75fcf473-e26a-4b79-8c0f-7dacbd3b653e/operations+associate+hiring+%282%29.png BLOG - Chatham Wealth Management Is Hiring! - Make it stand out CWM https://www.chathamwealth.com/blog/mvtjmswh88gidg1lyenmi4c0m76ma2-8trrd-n3jpa-g3ja8-hfrrd monthly 0.5 2025-12-29 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/1a5b561b-f409-48d4-8cae-54c0846559b6/Dan+Facing+Front.jpg BLOG - Investment Commentary October 2025 - Make it stand out CWM Stock https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/eba542f2-a2af-470d-85c1-34afb88f29d5/Homer1.jpg BLOG - Investment Commentary October 2025 - Say the line Bart This Homer Simpson cartoon does a pretty good job of capturing the euphoria around AI. It almost seems like companies are trying to mention AI as many times as possible during conference calls as they know the trading algorithms are looking for just that. CWM’s Chief Market Strategist, John Lui has written about this numerous times over the prior twelve months. His September 9, 2025 blog speaks to the relative value of dividend paying stocks, “A total return approach (dividends and price appreciation) is the better risk/reward way to invest this late into the crowded price momentum trade.” Here is the link to John’s September 9th blog: https://www.chathamwealth.com/blog/mvtjmswh88gidg1lyenmi4c0m76ma2-8trrd-438ag https://www.chathamwealth.com/blog/pv7rkf1p9vsgg0n7qzhjti7emu26ol-w4629-f34f4-slkja-bk2fm-drw9k-ysyen-ryxee-wdrxd-r2dsp-m9kfd-9jzyz-23ldl-j7jpy-swf27-tarwe-a7cjm-s32gr-yk2px monthly 0.5 2025-09-30 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/8699081d-9dc6-42eb-b7af-18b9f37ec93e/goals.jpg BLOG - How to Achieve Multiple Financial Goals - Make it stand out Schwab/Getty Image https://www.chathamwealth.com/blog/pv7rkf1p9vsgg0n7qzhjti7emu26ol-w4629-f34f4-slkja-bk2fm-drw9k-ysyen-ryxee-wdrxd-r2dsp-m9kfd-9jzyz-23ldl-j7jpy-swf27-tarwe-a7cjm-s32gr monthly 0.5 2025-09-29 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/b9f67b61-1ef3-4637-b4f9-3a08670e71a5/RMD+Pic.png BLOG - RMD Strategies to Help Ease Your Tax Burden - Make it stand out Source: Schwab/Getty https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/a55e075f-9727-48d2-a967-90686c006da9/RMD+pic2.jpg BLOG - RMD Strategies to Help Ease Your Tax Burden - Required minimum distributions (RMDs) from tax-deferred retirement accounts increase as you age. Many IRA custodians will notify account holders of their RMD amount each January, but you're ultimately responsible for ensuring the calculation is correct. Typically, you have until December 31 to take your full distribution—or if you're taking your first RMD, April 1 the following year. Source: Schwab Center for Financial Research and the IRS. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/b0856bd9-a559-4717-95cc-2c72e820953e/Partial+Taple.jpg BLOG - RMD Strategies to Help Ease Your Tax Burden - For example, let's say you're 85 and not married. You had a total of $2 million in your tax-deferred IRAs at year-end of last year. Your distribution period is 16.0, which means your RMD for this year will be $125,000 ($2,000,000 ÷ 16.0). If you miscalculate your RMD or fail to withdraw the full amount on time, you'll owe up to a 25% tax penalty on the amount not taken—10% if you withdraw the remaining RMD within two years.Make it stand out Source: IRS Publication 590-B. Note: The Uniform Lifetime Table displayed here does not include the distribution period for all ages. A separate table is used if the sole beneficiary is the account owner's spouse who is 10 or more years younger than the owner. For illustrative purposes only.Whatever it is, the way you tell your story online can make all the difference. https://www.chathamwealth.com/blog/pv7rkf1p9vsgg0n7qzhjti7emu26ol-w4629-f34f4-slkja-bk2fm-drw9k-ysyen-ryxee-wdrxd-r2dsp-m9kfd-9jzyz-23ldl-j7jpy-swf27-tarwe-a7cjm-pe42k-fctem-8y39a monthly 0.5 2025-09-16 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/6a8bb991-5ebe-4fb8-ad54-dd3a4f80704c/shutterstock_151920749.jpg BLOG - Changing Jobs: Should You Roll Over Your 401(k)? - Make it stand out CWM Shutterstock https://www.chathamwealth.com/blog/mvtjmswh88gidg1lyenmi4c0m76ma2-8trrd-438ag monthly 0.5 2025-12-09 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/74f0086b-fb89-416d-be63-24a3ee4fc7df/shutterstock_2498353229.jpg BLOG - Lui’s Lowdown on the Stock Market: A bird in hand is now worth more than two in the bush… - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/edf1040d-3e29-4e18-8875-9e8d57882911/Picture11.png BLOG - Lui’s Lowdown on the Stock Market: A bird in hand is now worth more than two in the bush… - Make it stand out Charles Schwab https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/772c9fd4-3eb1-47a9-a516-b2297030f548/Sept+graph+2.png BLOG - Lui’s Lowdown on the Stock Market: A bird in hand is now worth more than two in the bush… - A total return approach (dividends and price appreciation) is the better risk/reward way to invest this late into the crowded price momentum trade. How late is it into the price momentum game? (see the Return of the SPAC King pictured). https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/06029bc3-8aa2-4bce-9aeb-78648720877a/September+Graph+3.png BLOG - Lui’s Lowdown on the Stock Market: A bird in hand is now worth more than two in the bush… - The S&P 500 is closer to a technology fund than a well diversified stock index as technology is 40% of the S&P 500. Look at how the S&P 500’s TOP 10 companies were much more diversified 30 years ago and dividends were also a greater portion of total return. Just look at how diverse the companies were back in 1995. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/4e0fe2d6-7bdc-4caf-aaea-72e0ff8b14ed/September+Graph+4.png BLOG - Lui’s Lowdown on the Stock Market: A bird in hand is now worth more than two in the bush… - I have seen too many Power Point presentations with bar charts that ascend neatly upward at 45 degree as they embed too much optimism. So it makes me wary and cautious when I see the Big Four Tech’s (Alphabet, Amazon, Microsoft and Meta) projections for capital expenditures driven by AI spending going up neatly at a 45 degree angle. These companies get goofy because they have the cash to burn and the growth narrative does wonders for their stock prices. Where are all the driverless cars and what has become of augmented reality? https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/9a8e42bb-546f-4269-a5dc-9258f039726f/Dec+24+-+6.png BLOG - Lui’s Lowdown on the Stock Market: A bird in hand is now worth more than two in the bush… - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/d4d2b3b5-2e5d-4140-a909-d72912147735/mag+since+dec+1+24.jpg BLOG - Lui’s Lowdown on the Stock Market: A bird in hand is now worth more than two in the bush… - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/336aad67-53b2-4c29-a4d7-be3bfeeb2703/mag+month.jpg BLOG - Lui’s Lowdown on the Stock Market: A bird in hand is now worth more than two in the bush… - Make it stand out Bloomberg https://www.chathamwealth.com/blog/pv7rkf1p9vsgg0n7qzhjti7emu26ol-w4629-f34f4-slkja-bk2fm-drw9k-ysyen-ryxee-wdrxd-r2dsp-m9kfd-9jzyz-23ldl-j7jpy-swf27-tarwe-a7cjm-pe42k-fctem-jpf34 monthly 0.5 2025-09-02 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/eb75a8aa-e05e-49c4-b662-f8b78fb1053a/1334-largethumb-a.jpg BLOG - Making Sense of HSAs and FSAs - Make it stand out FMG Stock https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/c071a16b-0ac7-4693-a7ba-f0cc83bffd53/Screenshot+2025-09-02+145743.jpg BLOG - Making Sense of HSAs and FSAs - Make it stand out FMG stock https://www.chathamwealth.com/blog/pv7rkf1p9vsgg0n7qzhjti7emu26ol-w4629-f34f4-slkja-bk2fm-drw9k-ysyen-ryxee-wdrxd-r2dsp-m9kfd-9jzyz-23ldl-j7jpy-swf27-tarwe-a7cjm-pe42k-fctem monthly 0.5 2025-09-02 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/26db306e-c710-4f1c-869e-f372d6eee93b/downsizing.jpg BLOG - Thinking About Downsizing Your Home? - Make it stand out Charles Schwab https://www.chathamwealth.com/blog/pv7rkf1p9vsgg0n7qzhjti7emu26ol-w4629-f34f4-slkja-bk2fm-drw9k-ysyen-ryxee-wdrxd-r2dsp-m9kfd-9jzyz-23ldl-j7jpy-swf27-tarwe-a7cjm-pe42k monthly 0.5 2025-08-26 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/355c238d-375e-41fb-ad0b-c169dc178b5e/shutterstock_1860471403+%281%29.jpg BLOG - This Cool Investing Feature Is the Key to Reaching Your Goals - Make it stand out CWM Shutterstock https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/51373fad-dd25-42fc-9eb6-3caa11542a4f/common+types+of+investments.png BLOG - This Cool Investing Feature Is the Key to Reaching Your Goals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/9bc2e2db-d3f1-40d0-a19d-9b3ad4f751ba/power+of+compounding.png BLOG - This Cool Investing Feature Is the Key to Reaching Your Goals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.chathamwealth.com/blog/pv7rkf1p9vsgg0n7qzhjti7emu26ol-w4629-f34f4-slkja-bk2fm-drw9k-ysyen-ryxee-wdrxd-r2dsp-m9kfd-9jzyz-23ldl-j7jpy-swf27-tarwe-a7cjm monthly 0.5 2025-08-12 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/798dfe32-55d7-4d45-95e7-cf7d8b4c1074/shutterstock_1363905872.jpg BLOG - How to Invest Like a Boss—As a Teen - Make it stand out CWM Shutterstock https://www.chathamwealth.com/blog/mvtjmswh88gidg1lyenmi4c0m76ma2-8trrd-n3jpa-97e8t-w7yn7-h4cak monthly 0.5 2025-08-07 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/155c6697-b874-4cae-940b-974931b533e0/shutterstock_2644412649.jpg BLOG - “The secret of getting ahead is getting started”. Mark Twain - Make it stand out CWM Shutterstock https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/b4a9538e-4b9b-41ef-97f5-f8af8b8688d3/revised_Screenshot+2025-08-05+110831.jpg BLOG - “The secret of getting ahead is getting started”. Mark Twain - Source: CWM Orion Planning/Sample CWM, Brian McGeough https://www.chathamwealth.com/blog/pv7rkf1p9vsgg0n7qzhjti7emu26ol-w4629-f34f4-slkja-bk2fm-drw9k-ysyen-ryxee-wdrxd-r2dsp-m9kfd-9jzyz-23ldl-j7jpy-swf27-tarwe monthly 0.5 2025-07-21 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/096aa743-ba67-41cd-929a-e342f3d06f92/shutterstock_2483644211.jpg BLOG - Retiree Health Care Coverage Overseas - Make it stand out CWM Shutterstock https://www.chathamwealth.com/blog/pv7rkf1p9vsgg0n7qzhjti7emu26ol-w4629-f34f4-slkja-bk2fm-drw9k-ysyen-ryxee-wdrxd-r2dsp-m9kfd-9jzyz-23ldl-j7jpy-swf27 monthly 0.5 2025-06-24 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/d0170d99-b420-4fa3-ad49-7b929ee8c1e0/shutterstock_2487730609.jpg BLOG - Is It Smarter to Rent or Buy a Second Home? - Make it stand out CWM Shutterstock https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/e722e2e6-61c7-4e26-8cc1-c1b794072c9f/Picture1.jpg BLOG - Is It Smarter to Rent or Buy a Second Home? - Make it stand out Source: CRE Daily, February 21, 2025 https://www.chathamwealth.com/blog/pv7rkf1p9vsgg0n7qzhjti7emu26ol-w4629-f34f4-slkja-bk2fm-drw9k-ysyen-ryxee-wdrxd-r2dsp-m9kfd-9jzyz-23ldl-j7jpy monthly 0.5 2025-06-17 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/65b3863b-8868-4999-9d1c-f6de6b2921c2/shutterstock_2511938333.jpg BLOG - Kick Start Your Child’s Financial Journey with a Roth IRA - Make it stand out CWM Shutterstock https://www.chathamwealth.com/blog/pv7rkf1p9vsgg0n7qzhjti7emu26ol-w4629-f34f4-slkja-bk2fm-drw9k-ysyen-ryxee-wdrxd-r2dsp-m9kfd-9jzyz-23ldl monthly 0.5 2025-06-10 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/f147b0e6-4fd2-4226-9efb-4cdda42fdb11/shutterstock_2188934463.jpg BLOG - Married or soon to be? 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the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/f6991c8c-75ef-4844-9ea3-87cdfe245abf/Untitled-7.png ABOUT - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/1723128873293-B32MAVN37G41HNMXYRN7/Chatham+YouTube+Thumbnails.png ABOUT - Every client is treated as a person, not a portfolio. Chatham Wealth Management is an intimate, boutique firm located in Chatham, New Jersey. At Chatham Wealth, each client is unique and every client is important. Our team works to ensure that every client feels like their prosperity is our priority. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/95e4d1d7-1d77-4f28-adb6-beaabe0e3a50/image+217.png ABOUT - Fully Customized Fiduciary Advice and Portfolio Management https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/32f0dac7-828d-450d-badd-8db271761c33/image+218.png ABOUT - Since 2000 Serving the Greater Chatham Area for 25 years https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/3a487059-4ec4-4ea7-91ba-4f82b2f35968/image+219.png ABOUT - Take Comfort In our Fee-Based Model, Avoiding Conflicts and Putting Clients 1st. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/b75b3e0d-8652-4811-82bb-4eb808951dad/Daniel.png ABOUT - Dan Moskowitz, CFP® President and Chief Investment Officer https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/252b42f3-61b4-4f91-867e-036860aaf28a/john.png ABOUT - John Lui Managing Director and Chief Investment Strategist https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/b2461d25-8eb2-401e-a081-3db0f1fcd974/Brian.png ABOUT - Brian McGeough, CFP® Senior Relationship Manager https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/f6d077e8-1014-46a0-aa6f-5fcf321ecc4e/IMG_3724.jpg ABOUT - John Hanna Director of Operations https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/27ffde19-920e-4bde-8098-c65e54131545/Kori.png ABOUT - Kori Willis Client Service Administrator https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/bec7127c-0f81-4c9c-8e4a-a4ef60847275/p2x.png ABOUT - Christy Hartigan Client Services Associate https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/d1389001-6f10-4832-b924-e67d62e0b595/purple-bg.png ABOUT Your Prosperity is Our Priority. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/1b7a0839-3785-4506-94ec-0013a73c10b4/Untitled-2.jpg ABOUT - Chief Morale Officer Client Services Team https://www.chathamwealth.com/our-process daily 0.75 2024-08-08 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/96cf761a-1ffd-498d-86d0-88a42ad5e8cf/what-we-do-text-removebg-preview.png OUR PROCESS - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/35ae6a27-d30d-4c12-91a3-869ddd73052c/Bitmap.png OUR PROCESS - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/55685827-4a59-421c-a0f3-fe49130a074b/Form-bg.png https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/493359c2-b5ca-4f7c-a6f9-742cfe88ca9c/Bitmap-purple.png OUR PROCESS - Staying well-informed is a full time job. Do you have that kind of time? https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/c3c1c4f8-f700-4f70-91f9-2cf97e4ef2ed/Financial+planning+icon.png OUR PROCESS - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/0495e114-ffae-4cb1-9bf9-22942783577e/Investment+icon.png OUR PROCESS - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/db9a717e-4454-4f44-92fc-93d41bc78967/Bitmap.png OUR PROCESS - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.chathamwealth.com/chathaminvestmentservices daily 0.75 2024-05-30 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/72855f04-eab4-43b7-a425-11038d0a2a58/Remove-bg.ai_1712296527984+%281%29.png INVESTMENT MANAGEMENT - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/35ae6a27-d30d-4c12-91a3-869ddd73052c/Bitmap.png INVESTMENT MANAGEMENT - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/bbdee79c-fa2e-4902-bfed-9c9eb7b27840/corporate-turstee-image.png INVESTMENT MANAGEMENT - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/db9a717e-4454-4f44-92fc-93d41bc78967/Bitmap.png INVESTMENT MANAGEMENT - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/3b667114-1c0a-4d39-b8b9-3e8a1384efaa/why-invest.png INVESTMENT MANAGEMENT - Why Invest with Chatham? We are a team of experienced investment portfolio management professionals with over 35 years of expertise in navigating institutional capital markets. Throughout bull and bear markets, we’ve guided clients with our customized strategy that removes emotional impulses, ensuring stability and planning for a comfortable future. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/4ea5bbd5-f1c4-4bb6-8cea-8d3c23adf9a1/image.png INVESTMENT MANAGEMENT - At the heart of every decision is YOU. Our investment management company combines our advisors’ years of experience, market research, and unparalleled client relationships to make investing in your future effortless. Optimal performance is more than just buying low and selling high. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/db9a717e-4454-4f44-92fc-93d41bc78967/Bitmap.png INVESTMENT MANAGEMENT - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.chathamwealth.com/financial-planning daily 0.75 2025-05-12 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/35ae6a27-d30d-4c12-91a3-869ddd73052c/Bitmap.png FINANCIAL PLANNING - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/c3c1c4f8-f700-4f70-91f9-2cf97e4ef2ed/Financial+planning+icon.png FINANCIAL PLANNING - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/3b667114-1c0a-4d39-b8b9-3e8a1384efaa/why-invest.png FINANCIAL PLANNING - Our Stress-Free Strategy All of our clients work directly with an assigned and dedicated relationship manager and financial planner to plan and coordinate their investments. With your permission, our financial advisors can also coordinate with your personal lawyers, accountants, insurance representatives, and other relevant parties to create a more comprehensive overview of your financial position. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/4ea5bbd5-f1c4-4bb6-8cea-8d3c23adf9a1/image.png FINANCIAL PLANNING - At the heart of every decision is YOU. Our New Jersey based financial planning services are delivered by Certified Financial Planners, Investment Managers, and Relationship Managers who work together seamlessly to serve you in attaining your financial aspirations. Through a fee-only fiduciary model registered with the SEC, we do not sell any insurance or annuities and make no commission. Our sole revenue comes from our planning fees and are in no way based on the assets under our management. Whether in person, on the phone, or over a video conference call, our entire team will be available to help you to meet today’s necessities while planning for your dreams. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/db9a717e-4454-4f44-92fc-93d41bc78967/Bitmap.png FINANCIAL PLANNING - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.chathamwealth.com/contact daily 0.75 2024-05-13 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/15c4282e-3f44-4262-b843-e7d22387aeaf/Website+Headers+Chatham.png https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/785ac61a-36e5-434c-9486-39c8a60eb54d/right-img.png https://www.chathamwealth.com/why-work-with-chatham daily 0.75 2025-05-12 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/35ae6a27-d30d-4c12-91a3-869ddd73052c/Bitmap.png Why work with Chatham? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/bbdee79c-fa2e-4902-bfed-9c9eb7b27840/corporate-turstee-image.png Why work with Chatham? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/bbdee79c-fa2e-4902-bfed-9c9eb7b27840/corporate-turstee-image.png Why work with Chatham? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/3b667114-1c0a-4d39-b8b9-3e8a1384efaa/why-invest.png Why work with Chatham? - Why Chatham? We are a team of experienced investment portfolio management professionals with over 35 years of expertise in navigating institutional capital markets. Throughout bull and bear markets, we’ve guided clients with our customized strategy that removes emotional impulses, ensuring stability and planning for a comfortable future. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/4ea5bbd5-f1c4-4bb6-8cea-8d3c23adf9a1/image.png Why work with Chatham? - At the heart of every decision is YOU. With large firms, it’s easy to feel anonymous in a sea of thousands of clients. CWM is an intimate, boutique firm where you are treated as a person, not a portfolio. We are high-touch fiduciaries with years of experience in fixed-income equities, securities, and investment services. We have seen it all in bull and bear markets and in the lives of our clients. As fee-only fiduciaries, we communicate with our clients directly and often, so that we can stay on the same page and prosper together. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/44ee071d-5695-47f1-99a8-8fe56688c491/Screen+Shot+2024-05-28+at+4.31.22+PM.png https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/db9a717e-4454-4f44-92fc-93d41bc78967/Bitmap.png Why work with Chatham? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.chathamwealth.com/dan-moskowitz daily 0.75 2024-05-10 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/d57349fc-cc05-44cb-953c-2ecd1e61a764/Daniel.png https://www.chathamwealth.com/john-lui daily 0.75 2024-05-10 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/cd8d9972-f42e-41cb-b296-4332acfebdfc/john.png https://www.chathamwealth.com/brian-mcgeough daily 0.75 2026-03-09 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/18ba6a74-85e4-4bcf-8e6d-5aef806527dc/Brian.png https://www.chathamwealth.com/kori-willis daily 0.75 2024-05-08 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/ab4f5982-2a02-49ac-94b6-99036b35bb1d/Kori.png https://www.chathamwealth.com/sharon-tether daily 0.75 2024-04-11 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/18fa2ae0-bfe0-48bd-8b3a-86f8064774eb/Sharon.png https://www.chathamwealth.com/john-hanna daily 0.75 2026-03-09 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/2a732abd-7d39-457f-9530-2d721d235dde/IMG_3724.jpg https://www.chathamwealth.com/christy-hartigan daily 0.75 2026-03-09 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/edfd872a-b7ca-45f3-ab06-d577c0f5bd2c/Chatham+Headshot+Edits.png https://www.chathamwealth.com/test daily 0.75 2024-04-19 https://www.chathamwealth.com/meet-the-teamold daily 0.75 2026-03-09 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/8f856f49-882a-40f5-a6ca-c54a4aec6e71/lion.png https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/705633e9-c630-4ce6-8dd1-3af7ef668a02/Daniel.png Meet the Team - Dan Moskowitz, CFP® President and Chief Investment Officer https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/81d495c4-5839-44e0-bb24-7e5f85c81979/john.png Meet the Team - John Lui Managing Director and Chief Investment Strategist https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/3c980be7-02ba-43cb-a467-96cbce41152d/Brian.png Meet the Team - Brian McGeough, CFP® Senior Relationship Manager https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/168537fe-9c1c-4ecb-b820-d9e036fcfb5e/IMG_3724.jpg Meet the Team - John Hanna Director of Operations https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/61ed8beb-b537-428c-b4c9-7f649fdbbd8e/Kori.png Meet the Team - Kori Willis Client Service Administrator https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/d1389001-6f10-4832-b924-e67d62e0b595/purple-bg.png Meet the Team Your Prosperity is Our Priority. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/6471eaac-c916-4ba1-a1ee-e3b57cd2073a/Untitled-2.jpg Meet the Team - Koda Chief Morale Officer https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/17bfeabd-82ef-4559-9e72-b5d7d071fa3d/p2x.png Meet the Team - Christy Hartigan Client Services Associate https://www.chathamwealth.com/client-login daily 0.75 2024-05-01 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/8f856f49-882a-40f5-a6ca-c54a4aec6e71/lion.png https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/0c8b8820-fae8-45df-9e48-340aa37be43e/Charles_Schwab_Corporation_logo.svg.png https://www.chathamwealth.com/koda daily 0.75 2024-05-08 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/dc98484e-60cf-44eb-aaad-30bd47ea0f2f/2.png https://www.chathamwealth.com/meet-the-team daily 0.75 2026-03-09 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/8f856f49-882a-40f5-a6ca-c54a4aec6e71/lion.png https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/822cd77d-2312-4f53-96b7-3e00ddf734a1/Daniel.png Meet the Team - Dan Moskowitz, CFP® President and Chief Investment Officer https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/bce636f6-a1af-4d88-8842-972f4e87bc0c/john.png Meet the Team - John Lui Managing Director and Chief Investment Strategist https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/0a3942bc-a4ca-4d5a-adbe-333c58cd66d2/Brian.png Meet the Team - Brian McGeough, CFP® Senior Relationship Manager https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/12a66869-781e-4f0d-8ced-0aea13ef03c2/IMG_3724.jpg Meet the Team - John Hanna Director of Operations https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/1d936f65-d90c-4697-930d-ac07a4bd14b9/Kori.png Meet the Team - Kori Willis Client Service Administrator https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/c60c3838-afd1-4de2-b323-f97a1747af3f/p2x.png Meet the Team - Christy Hartigan Client Services Associate https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/d1389001-6f10-4832-b924-e67d62e0b595/purple-bg.png Meet the Team Your Prosperity is Our Priority. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/6471eaac-c916-4ba1-a1ee-e3b57cd2073a/Untitled-2.jpg Meet the Team - Koda Chief Morale Officer https://www.chathamwealth.com/investment-management-good daily 0.75 2024-05-13 https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/35ae6a27-d30d-4c12-91a3-869ddd73052c/Bitmap.png Investment management good - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/c3c1c4f8-f700-4f70-91f9-2cf97e4ef2ed/Financial+planning+icon.png Investment management good - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/3b667114-1c0a-4d39-b8b9-3e8a1384efaa/why-invest.png Investment management good - Our Stress-Free Strategy All of our clients work directly with an assigned and dedicated relationship manager and financial planner to plan and coordinate their investments. With your permission, our financial advisors can also coordinate with your personal lawyers, accountants, insurance representatives, and other relevant parties to create a more comprehensive overview of your financial position. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/4ea5bbd5-f1c4-4bb6-8cea-8d3c23adf9a1/image.png Investment management good - At the heart of every decision is YOU. Our New Jersey based financial planning services are delivered by Certified Financial Planners, Investment Managers, and Relationship Managers who work together seamlessly to serve you in attaining your financial aspirations. Through a fee-only fiduciary model registered with the SEC, we do not sell any insurance or annuities and make no commission. Our sole revenue comes from our planning fees and are in no way based on the assets under our management. Whether in person, on the phone, or over a video conference call, our entire team will be available to help you to meet today’s necessities while planning for your dreams. https://images.squarespace-cdn.com/content/v1/65b97320c66d7f194abdc428/db9a717e-4454-4f44-92fc-93d41bc78967/Bitmap.png Investment management good - Make it stand out Whatever it is, the way you tell your story online can make all the difference.