News

The moment has arrived: you have officially retired. While this significant life change is often met with anticipation and enthusiasm, it can also bring a wide range of emotions. It is not uncommon for new retirees to initially feel excitement, followed by a sense of being on an extended vacation,…

With everything going on in the world and the markets, we should talk about our second favorite word in the English language—diversification. In 2025, investors who diversified their portfolios to include bonds and international stocks have reaped significant benefits compared to those solely invested in domestic equities. Chastain Wealth’s philosophy…

As investors, you hear a lot of “Noise” about the stock market and investing. Noise is anything that distracts an intelligent investor from a long-term focus on how to make money in the stock and bond markets. Though the noise is often irrelevant, it is extremely powerful because it can elicit…

For 2025, don’t forget to adjust your 401k/403b contribution limits. For those clients who are 60-63 and still working, there is good news for additional Catch-up Contributions you can make to Employer Retirement Plans (401k, 403b etc.) in 2025. 2025 401k contribution limits: Everyone (who has access to a 401k/403b) can…

You are probably hearing the news about the failure of Silicon Valley Bank & Signature Bank and wondering: “What does this mean for me and my money?” and “Should be concerned about deposits at my bank or my investments at Fidelity?” The short answer is no. We have no concerns…

Fall is here and most are busy with football, family, and fun. However, some of you may be having some anxiety about the turbulence in the markets. So it is a good time to remind you about why we invest in the markets. Real investing is about matching a problem with a solution.…

When people find out what we do for a living, we are often asked which stocks we like or what the market is going to do this year. Our answer is always that we don’t personally own any individual stocks, or pick them for our clients. And as to "what is…

This is a common, and completely understandable, sentiment I often hear from people who are nervous about investing in the stock market. Whether it’s a global pandemic, a war, a real estate collapse, a recession, or other unpleasant event, feelings of anxiety and fear can give anyone pause when it…

Geopolitical events are often frightening and, seen in the moment, can cause investors to make rash decisions in an effort to try and predict the future or avoid volatility. But history shows that markets are resilient and reward those who invest for the long term. In the past 50 years,…

What will you do if you or your child causes a car accident that results in significant injury or death of another? What if someone is seriously injured at your home and claims you were responsible?  What if your dog bites an intruder on your property and then the intruder…

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you to pass on your assets…

Extremely wealthy families tend to be actively involved in philanthropy. Here are some of the ways they go about giving to charities—and how you might incorporate some of their strategies in your life. Determine your motivations for wanting to give back,  and pursue strategies that align with those reasons. Take…

Chances are, you want top experts working on your behalf to help you address your financial challenges and capture financial opportunities that could potentially make you wealthier. That’s probably especially true when it comes to complex aspects of your financial life—such as asset protection planning and estate planning strategies. So…

Shrewd negotiation skills are often critical to achieving significant financial success. The ability to get what you want when there are disagreements among parties separates many self-made entrepreneurs, as well as most other highly successful people, from the rest of the pack that doesn’t achieve great results. We commonly see…

If you decide to sell your business, you’ll likely encounter two main types of buyers: financial and strategic. Each type has its own intentions for wanting to buy your business. When you understand what drives and motivates each type, you can potentially maximize your ability to get the best deal…