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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...by PETER W. TUZ, CFA, CFP® | Dec 11, 2023 | Market Commentary
To say markets sprang to life in November is an understatement. Basically many indicies had returns last month that would be decent in most full years. The strong markets in November were accompanied by impressive performance in most sectors making up the S&P 500....by PETER W. TUZ, CFA, CFP® | Aug 10, 2023 | Insights
Scammers use the internet or telephone to trick millions of people every year into sending money or giving out personal information. In this short video, we talk about how to recognize the basic signs of a scam, as well as diving deeper into a few of the more common...