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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...by PETER W. TUZ, CFA, CFP® | Sep 27, 2021 | Market Commentary
Although this might slow down soon, the stock market is still influenced by the Federal Reserve’s continuing zero interest rate policy while providing excess liquidity and making large monthly purchases of Treasury securities. Simultaneously, Congressional fiscal...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...