May 2025 Client Update Meeting – Prescott
Date: Thursday, May 8th, @ 12:00 Noon, The Club at Prescott Lakes – RSVP from email invite.
May 2025 Client Update Meeting – Scottsdale
Date: Tuesday, May 13th @ 12:00 Noon, Grayhawk Country Club – Fairway House – RSVP from email invite.
Forbes Best-In-State Wealth Advisor List In Arizona for 2025 – Bruce Hosler
8th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2025 in Arizona. As the founder of Hosler Wealth Management and with over 28 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is
Forbes Best-In-State Wealth Management Teams List In Arizona for 2025
Hosler Wealth Management Awarded – 2025 Forbes’ Best-In-State Wealth Management Teams List in Arizona. “Being named to Forbes’ Best-In-State Wealth Management Teams is more than an award—it’s a meaningful affirmation of the way we work: together, in service of our clients, with a long-term commitment to their success and peace of mind.” – HWM Wealth Management Team Financial
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Financial Market Quarterly Commentary | March 2025
Market Update—Quarter Ending March 31, 2025 Presented by Bruce Hosler --- Quick Hits Challenging Start to the Year for Stocks A negative March for stocks capped off a weak first quarter. Solid Quarter for Bonds Falling interest rates supported bond prices. Economic Update First-quarter economic reports showed signs of solid growth. Market Risks Worth Monitoring Economic, domestic, and international risksRead more
Titling Your Assets Correctly – Estate & Legacy Planning, Part 3 of 6 | Ep #64
Show NotesGuest ProfileTranscriptView All EpisodesThe Importance of Proper Asset Titling in Estate Planning Why Asset Titling is a Crucial Part of Estate Planning Estate planning involves more than just creating a will or setting up a trust. One of the most overlooked but critical aspects of estate planning is proper asset titling. How you title your assets determines who inheritsRead more
Beneficiary Designations (cont.) – Estate & Legacy Planning, Part 2 of 6 | Ep #63
Show NotesGuest ProfileTranscriptView All EpisodesThe Crucial Role of Beneficiary Designations in Estate PlanningWhat You Need to Know About Beneficiary Designations Did you know that beneficiary forms override wills and trusts for many financial accounts? In this episode of Protecting and Preserving Wealth, we dive into why updating your beneficiary designations is essential for estate planning success. Key Takeaways from ThisRead more
Beneficiary Designations – Estate and Legacy Planning – Part 2 of 6 | Ep #62
Show NotesGuest ProfileTranscriptView All EpisodesBeneficiary Designations - Estate & Legacy Planning In the second installment of our estate and legacy planning series, we highlight the critical role of beneficiary designations in securing and managing wealth. Estate planning goes beyond wills and trusts; proper beneficiary designations on accounts like IRAs, 401(k)s, annuities, and life insurance determine where assets go upon death,Read more
Estate Planning Documents – Estate & Legacy Planning Part 1 of 6 | Ep #61
Show NotesGuest ProfileTranscriptView All EpisodesEstate Planning Documents - What You Need In this Protecting and Preserving Wealth episode, we’re kicking off our six-part series on estate and legacy planning. We dive into the critical steps of preparing for the Great Wealth Transfer—an estimated $84 trillion passing to the next generation by 2045. Of that, $72 trillion will go to heirs,Read more
#60 | Mitigating Taxes In a Concentrated Stock Position
Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, we dive into managing the challenges posed by concentrated stock positions. When individuals hold significant investments in a single stock, such as Apple, Nvidia, or Tesla, they may face considerable capital gains taxes and financial risk. To address these concerns, we explore a range of tax-efficient diversificationRead more
