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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...by PETER W. TUZ, CFA, CFP® | Feb 16, 2022 | Insights
After two strong years in equity markets investors may well be echoing The Clash and asking themselves “Should I stay or should I go?” For most investors, the answer is a qualified “stay.” Over many years, equities are winners versus bonds, cash and inflation. U.S....by PETER W. TUZ, CFA, CFP® | Feb 2, 2022 | Market Commentary
Equity markets, both in the United States and around the world, started 2022 with a thump. In the U.S., the S&P 500 Index fell 5.17%, the Dow Jones Industrial Average fell 3.24%, and S&P International 700 Index fell 3.58%. At its nadir on January 24th, the...by PETER W. TUZ, CFA, CFP® | Jan 3, 2022 | Market Commentary
Unless things change considerably this week, U.S. equity markets will once again have a strong year, with the S&P 500® Index (“S&P 500”) again at all-time highs on December 27. Other major indices are up strongly as well. The year seems to be ending much as...