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by PETER W. TUZ, CFA, CFP® | Sep 20, 2021 | Insights
A wealth manager is usually characterized by their clientele – high net worth individuals. That characteristic of wealth managers (who they work with) has far-reaching ramifications. Because they usually work exclusively with high-net-worth individuals, wealth...by PETER W. TUZ, CFA, CFP® | Sep 16, 2021 | News
Peter W. Tuz, CFA, CFP®. President & Director, Portfolio Manager recently participated in an episode of Money Life with Chuck Jaffe. Listen in to the episode below. The S&P 500 is an unmanaged index which is widely regarded as the standard for measuring...by PETER W. TUZ, CFA, CFP® | Sep 8, 2021 | Market Commentary
As most of you know, in a video address on August 27th originally scheduled to be delivered in-person at a symposium in Wyoming, Jerome Powell clarified what many pondered – how to end the era of balance sheet expansion and ultra-low interest rates without unduly...by PETER W. TUZ, CFA, CFP® | Aug 31, 2021 | Insights
If you crack open a thesaurus (or more likely, go online) and look up synonyms for the word “finances” you’ll find words like “money”, “investments”, and “accounts” – all words that sound like the word “wealth”. Similarly, when you look up “advisor”, there are words...by PETER W. TUZ, CFA, CFP® | Aug 9, 2021 | Insights
Every person faces unique situations when it comes to money, and high net worth individuals are no different. In fact, the more wealth you have, the more complex questions you may have. Whether you hire a wealth manager or decide to do it all on your own, there are a...