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May 2021 Market Commentary: Strong Recoveries from the Covid-19 Recession
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...
Preparing for Retirement: 5 Things to Consider
The name Ida Mae Fuller is not one often found in the history books. But if there is a history of retirement programs ever written, it should be. Ms. Fuller was the first recipient of Social Security, the retirement program set up by the U.S. government under the...
April 2021 Market Commentary: What a Difference a Year Makes
April 2021 Market Commentary Peter W. Tuz, CFA, CFP® President & Portfolio Manager A year ago, the first quarter ended with the S&P 500 down 20%. We were just beginning a Covid-19 lockdown and economies around the world were in various stages of shut-down....
