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by PETER W. TUZ, CFA, CFP® | Jul 12, 2024 | Market Commentary
Major U.S. equity markets continued their upward path in Q2 24, and the early part of Q3 as well. However, various other markets differed greatly in performance in the period, primarily due to size (small versus large), style (value versus growth) or index composition...by PETER W. TUZ, CFA, CFP® | Jun 18, 2024 | Insights
When you’re a young adult (age 22-30) just starting your career, you’re facing a number of decisions for perhaps the first time in your life—where to live, whether to rent or buy a house, finding a job that suits your skills, how to get the grocery shopping done, and...by PETER W. TUZ, CFA, CFP® | May 30, 2024 | Insights
When you’re a young adult (age 22-30) just starting your career, you’re facing a number of decisions for perhaps the first time in your life—where to live, whether to rent or buy a house, finding a job that suits your skills, how to get the grocery shopping done, and...by PETER W. TUZ, CFA, CFP® | Apr 3, 2024 | Market Commentary
Unless you’ve been living under a rock for the past three months, you probably are aware that U.S. equity markets were strong in 2024’s first quarter. The S&P 500 Index (“S&P 500”) rose 10.56% while the Dow Jones Industrials rose a more modest 6.14%. The first...by PETER W. TUZ, CFA, CFP® | Jan 11, 2024 | Market Commentary
“I get paid to be suspicious when I don’t have anything to be suspicious about.” That, in a nutshell, is a decent definition of what a good money manager does for his clients – be suspicious about the current environment and wonder if change is afoot. As everybody...