by PETER W. TUZ, CFA, CFP® | Jul 25, 2022 | Insights
Most of us are familiar with tax preparation – the act of pulling together our annual income and expenses to complete our tax returns or pass the information on to our accountant or tax preparer to complete our returns. Tax preparation is typically focused on the...
by PETER W. TUZ, CFA, CFP® | Jul 11, 2022 | Market Commentary
Forgive us our dentist friends but sometimes “bear” stock markets remind me of trips to the dentist. They are necessary, they are sometimes painful, and one is generally glad when they are over. Unlike dentist visits, bear markets fortunately don’t come every six...
by JENNIFER L. KING, IACCP® | Jul 5, 2022 | News
Peter Tuz of Chase Investment Counsel talks growth investing in today’s no-growth environment as a guest in the market call on Money Life with Chuck Jaffe. The Chase Growth Fund’s investment objectives, risks, charges and expenses must be considered...