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by PETER W. TUZ, CFA, CFP® | Sep 8, 2021 | Market Commentary
As most of you know, in a video address on August 27th originally scheduled to be delivered in-person at a symposium in Wyoming, Jerome Powell clarified what many pondered – how to end the era of balance sheet expansion and ultra-low interest rates without unduly...by JENNIFER L. KING, IACCP® | Jul 28, 2021 | Market Commentary, Webinar
The team at Chase Investment Counsel provided a year-to-date 2021 market and strategy update. Many great questions were asked and answered. Watch the replay...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 phaedra | Jun 7, 2021 | Market Commentary
In May, consumer confidence and consumer sentiment both declined mostly due to inflation fears. Inflation is much higher than the government core figures and many companies have announced price increases and cost pressure on profit margins. Yet the stock market is...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...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....