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by phaedra | Mar 23, 2023 | Uncategorized
Peter Tuz, President of Chase Investment Counsel, shares his view on finding growth in the current market conditions. Click below to listen to the full episode of Money Life with Chuck Jaffe. The Chase Growth Fund is distributed by Quasar Distributors, LLC. The...by PETER W. TUZ, CFA, CFP® | Feb 2, 2023 | Uncategorized
When discussing capital gains, there are a few key terms and phrases you should know in order to truly understand them. Below are eight key phrases usually used when discussing capital gains. □ Short-Term Capital Gain A gain on an asset that is owned by a...by PETER W. TUZ, CFA, CFP® | Aug 23, 2022 | Uncategorized
Many if not most retirees will likely need to access money from savings to supplement Social Security and other sources of income in retirement. Be sure to schedule time with your adviser, retirement specialist or tax professional to help you identify a tax-efficient...