Mid-East Wars – Historical Outcomes
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...
January 2026 Review & Commentary: Will we see a fourpeat in 2026?
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...
October 2025 Review and Commentary: Artificial Intelligence! Risk On! Lower Rates!
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...
July 2025 Market Commentary: A Tale of Two Quarters
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,...