April 2026 Review & Commentary
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager College basketball fans will probably take a long time to forget Braylon Mullins’ three-pointer in the final second of the game to give UConn a victory over Duke and a trip to the final four. Investors...
Why Women Need a Finacial Advocate
Check out our latest video. A recent widow explains why she should have convinced her husband to seek financial planning support a long time ago. It is a real tale of why women shouldn’t allow husbands to go it alone. ...
How Women Can Gain Financial Literacy
Have you recently gained transparency into your family finances? Maybe you’ve convinced your husband to include you in financial planning after decades of allowing him to manage things himself. Having a complete picture of your bank and investment accounts, insurance...