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by PETER W. TUZ, CFA, CFP® | Jul 25, 2022 | 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® | Jul 11, 2022 | Market Commentary
Forgive us our dentist friends but sometimes “bear” stock markets remind me of trips to the dentist. They are necessary, they are sometimes painful, and one is generally glad when they are over. Unlike dentist visits, bear markets fortunately don’t come every six...by PETER W. TUZ, CFA, CFP® | Jun 7, 2022 | Market Commentary
Contemplating the positives and negatives of the U.S. economy brings up the famous Dickens’ opening line: It was the best of times; it was the worst of times. We are now approaching the mid-point of what is proving to be a challenging year for most equity markets....by PETER W. TUZ, CFA, CFP® | May 19, 2022 | News
Peter W Tuz, CFA, CFP®, President & Director, Portfolio Manager of Chase Investment Counsel was recently interviewed by Tyler Gallagher of Authority Magazine on what to look for when hiring a financial planner or financial advisor. There are five key points to...by PETER W. TUZ, CFA, CFP® | Apr 7, 2022 | Market Commentary
Five words probably best sum up equity market results in the United States at least in Q1 22: “It could have been worse!” After a strong 2021, markets fell sharply in January and February, but recovered strongly in March. The recovery was not strong enough to offset...