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by PETER W. TUZ, CFA, CFP® | Apr 14, 2021 | Insights
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...by PETER W. TUZ, CFA, CFP® | Apr 1, 2021 | Market Commentary
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....by PETER W. TUZ, CFA, CFP® | Feb 5, 2021 | Market Commentary
JANUARY 2021 REVIEW & COMMENTARY PETER W. TUZ, CFA, CFP® PRESIDENT & PORTFOLIO MANAGER After starting strong and rising 2.5% in three weeks, the S&P 500® index ended January with a thud due to one of the most unusual events in modern equity market history...by PETER W. TUZ, CFA, CFP® | Dec 4, 2020 | Insights, Market Commentary
“Crisis or Recovery” was the subject of Chase Investment Counsel’s 47th investment conference, held via Zoom on November 18th, 2020. Presenters included Chase Investment Counsel portfolio managers Peter W. Tuz, Buck Klintworth, and Clay Sefter as well as political...