B. Chase Chandler

CFP®, CLU®, AAMS®
Retirement, Investing, Small Business
89%
Helpful
17
Answers
2
Articles
13
Followers
“Benjamin Chandler, Chief Investment Officer of Weise Capital & Risk Advisors, is committed to developing lasting relationships by helping clients create an economic foundation for success.”
Firm:

Weise Capital & Risk Advisors

Job Title:

Chief Investment Officer, Director

Biography:

As Chief Investment Officer and Director, Planning & Valuation, Chase oversees the investment and planning analysis processes. His team helps individuals and organizations execute effective financial, investment, risk management, and insurance strategies. Additionally, Mr. Chandler leads the valuation process for private clients and potential investments.

Chase has counseled leading professionals in the fields of health care, insurance, agriculture, oil and gas, asset management, and media. Clients include Fortune 500 C-level and director executives, medical and dental practices, pharmacy owners, professional investors, actuaries, and attorneys. Additionally, he regularly lectures on financial planning, risk management, and strategic investment planning. Chandler earned his bachelors in business administration from Harding University before attending Cornell University and The American College of Financial Services (for finance), then Pepperdine University and Lipscomb University (for business graduate school). Mr. Chandler holds the CFP® certification, the CLU® charter, the AAMS® designation, and is a 2017 Level II candidate in the CFA Program.

In 2012, Chandler released his first book, The Wealthy Physician, which immediately became an Amazon best-seller. In 2015, his second book, The Wealthy Family, was released. He has given talks around the country about investment, risk management, and financial planning topics (but has since slowed down to spend more time with his wife and kids, all of which are out of his league). He has spoken for LIMRA, Ohio National Financial Services, Northwestern Mutual, NAIFA, Harding University Pharmacy, and UAMS. Chase enjoys reading, writing, church activities, and, most of all, spending time with his wife (Beth) and two young children (Kate and Owen). He is an avid reader and recovering golfer.

Education:

BBA, Business Administration, Harding University
Pepperdine University

Assets Under Management:

$160 million

Fee Structure:

Asset-Based

CRD Number:

5527167

Disclaimer:

Weise Capital Advisors, LLC (WCA). A Division of Capital Markets IQ, LLC, a SEC registered investment advisor. No financial, legal, or tax decisions should be made without thorough consultation with properly credentialed and experienced advisors. Weise Capital Advisors, LLC does not give tax or legal advice. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

All Articles
Sort By:
Most Helpful
June 2017
    Financial Planning
May 2017
    Estate Planning, End of Life, Life Insurance

All Answers
Sort By:
Most Helpful
    Financial Planning, ETFs
Should I get back into the market by trading options?
75% of people found this answer helpful

Options are some of the least understood financial instruments. Many "gurus" encourage options trading and sell systems to help you make "big" returns. However, the risks are rarely fully understood. 

That said, the pros of selling calls and puts are the income that you get from the sale (i.e. someone else is paying you for the respective right to buy or sell at a given price). But the con can easily become exponentially greater than the benefit. It may not be a bad idea to test the waters and get a feel for it. But I wouldn't use more than you're willing to lose. Knowing when to buy and sell takes (1) significant knowledge in terms of how option pricing works and (2) a decent amount of experience and real-life tuition - i.e. losing your shirt a few times to learn what not to do. There are many money managers and some sophisticated individual investors who sell covered calls to generate income. 

If you have a large enough portfolio, you may be able to find a money manager to help you construct an income-generating portfolio with some option integration. But the ideal function for options and derivatives is (1) to help reduce risk in the overall portfolio, (2) to generate income through covered calls, and/or (3) to create synthetic long/short positions that may increase the efficiency of returns while minimizing downside risk. 

Just remember, if you're just trying it out - expect to not do very well for the first few years. There is no magic bullet here. Hope that helps! 

June 2017
    Investing, ETFs, Stocks
Do ETFs provide greater returns than stocks?
73% of people found this answer helpful
April 2017
    Financial Planning, Retirement Savings
What bucket of money do I tap into first when I retire?
67% of people found this answer helpful
April 2017
    Financial Planning, Estate Planning, Pensions
How should my mother plan to secure and maximize her inheritance of a significant pension?
67% of people found this answer helpful
May 2017
    Social Security, Peri-Retirement
Do your earnings at the point of retirement impact Social Security benefits?
67% of people found this answer helpful
April 2017