by PETER W. TUZ, CFA, CFP® | Apr 14, 2021 | Insights
The name Ida Mae Fuller is not one often found in the history books. But if there is a history of retirement programs ever written, it should be. Ms. Fuller was the first recipient of Social Security, the retirement program set up by the U.S. government under the...
by PETER W. TUZ, CFA, CFP® | Apr 1, 2021 | Market Commentary
April 2021 Market Commentary Peter W. Tuz, CFA, CFP® President & Portfolio Manager A year ago, the first quarter ended with the S&P 500 down 20%. We were just beginning a Covid-19 lockdown and economies around the world were in various stages of shut-down....