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by PETER W. TUZ, CFA, CFP® | Jun 10, 2025 | 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® | Apr 6, 2025 | Uncategorized
Peter Tuz, chief executive officer at Chase Investment Counsel, talks growth stocks in the Market Call on Money Life with Chuck Jaffe. Click below to listen to Peter Tuz on Money Life with Chuck Jaffe. The Chase Growth Fund is distributed by Quasar Distributors, LLC....by PETER W. TUZ, CFA, CFP® | Mar 17, 2025 | Market Commentary
You cannot make an omelet without breaking eggs. If you can afford them, that is. The quote above Is attributed to Robert Louis Stevenson. The meaning is obvious: accomplishing something worthwhile often causes some pain elsewhere. In short, it is as good a metaphor...by PETER W. TUZ, CFA, CFP® | Jan 7, 2025 | Market Commentary
As the year ends, investors reflect on past performance and plan for the future. In 2024, the standout winners were the “Mag 7” stocks and AI-related companies. Non-tech sectors, however, struggled, with only four of the S&P 500’s 11 sectors...by PETER W. TUZ, CFA, CFP® | Dec 16, 2024 | Market Commentary
Buck Klintworth, senior vice president at Chase Investment Counsel, shares on Money Life with Chuck Jaffe his thoughts on the current bull market run, while sharing a bit of history for context. Click below to listen to the full episode of Money Life with Chuck Jaffe....