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Investor Reaction to Big Tech Earnings

Investor Reaction to Big Tech Earnings

Peter W. Tuz, CFA, CFP®, President and Director, Portfolio Manager, was recently featured on TD Ameritrade discussing the market’s direction and investor reactions to recent events. Is there some over confidence in the market with recent highs? Watch the...
Reducing Your Taxable Estate

Reducing Your Taxable Estate

While most families currently don’t have to worry about facing estate taxes upon death, those who were subject to the tax in 2020 paid an estimated $16 billion in estate taxes. If you’re fortunate enough to have an estate that might be subject to the estate tax, there...