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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...by PETER W. TUZ, CFA, CFP® | Jul 7, 2021 | Market Commentary
The 2021 battle between the bull and bear markets continues with the bulls having built a substantial lead so far. As of June 30th, the S&P 500® Index (“S&P 500”) was up 15.3% on a total return basis while other well-known indices also posted gains – ranging...by PETER W. TUZ, CFA, CFP® | Jun 30, 2021 | Insights
There is probably no subject more important – and more complicated – to successful retirement planning than the issue of health care costs in retirement. There is nothing further from the truth in that thought that once we turn 65 Medicare will take over our health...by PETER W. TUZ, CFA, CFP® | May 18, 2021 | Insights
One of the biggest assets most of us will end up with as we near retirement will probably be our home. What you decide to do with it as you retire is probably one of the more important decisions you will make. Chances are reasonably high that you have lived in this...by PETER W. TUZ, CFA, CFP® | May 7, 2021 | Market Commentary
April marked a decent month for U.S. equities markets with most indices up and some up substantially. Three factors most probably lend to these results: recovery from the Covid-19 pandemic, the tremendous amount of stimulus money in the economy, and strong earnings...