Peter W. Tuz, CFA, CFP®, President & Portfolio Manager Although the first few days of this month have been rough, historically July is in one way the best month of the year. There has not been a down S&P 500 Index (“S&P 500”) in July for 10 years. ...
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager College basketball fans will probably take a long time to forget Braylon Mullins’ three-pointer in the final second of the game to give UConn a victory over Duke and a trip to the final four. Investors...
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager Although our main concern is and should always be the human toll of all conflicts, our day job requires us to think about the effect of conflicts and our clients’ portfolios. The key questions are: will the...
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager Although starting 2026 with broad-based strength (at least by January 5), U.S. equity markets ended 2025 with a whimper, but once again fared extremely well over the course of the year. The S&P 500...
Peter W. Tuz, CFA, CFP®, President & Portfolio Manager Since it is abundantly clear that a large driver of the significant gains in U.S. equity markets has been the growth of all things A.I.-related (artificial intelligence) we thought it fitting to pose...
The first half of 2025 delivered two dramatically different quarters in the equity markets. A sharp downturn early in the year gave way to a powerful rebound, particularly among the “Magnificent 7” tech stocks. While headline indices posted modest year-to-date gains,...
