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by PETER W. TUZ, CFA, CFP® | Mar 1, 2023 | Market Commentary
I can’t think of any two words that better describe equity markets in the U.S. so far this year. After big losses in both stocks and bonds last year, optimists hoped we would soon see markets recover as both inflation and interest rate hikes were going to end....by PETER W. TUZ, CFA, CFP® | Feb 2, 2023 | Uncategorized
When discussing capital gains, there are a few key terms and phrases you should know in order to truly understand them. Below are eight key phrases usually used when discussing capital gains. □ Short-Term Capital Gain A gain on an asset that is owned by a...by PETER W. TUZ, CFA, CFP® | Jan 4, 2023 | Insights
The act of investing – putting aside money today and buying an asset like a house, or stock – generally has one main goal in mind – capital gains. Capital gains can apply to any type of asset: a home, a stock, a bond and even a collectible like a rare coin. When an...by PETER W. TUZ, CFA, CFP® | Oct 6, 2022 | Market Commentary
Forget April, September has again proved itself to be the cruelest month of the year for investors. In the one just ended; the S&P 500 Index (‘S&P 500’) fell 9.2%. Other major indices acted in like manner. The main culprits of the third quarter’s weakness...by PETER W. TUZ, CFA, CFP® | Aug 23, 2022 | Uncategorized
Many if not most retirees will likely need to access money from savings to supplement Social Security and other sources of income in retirement. Be sure to schedule time with your adviser, retirement specialist or tax professional to help you identify a tax-efficient...