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Bruce Hosler

17
Mar

What Does the Silicon Valley Bank Collapse Mean for Investors?

What Does the Silicon Valley Bank Collapse Mean for Investors? Presented by Bruce Hosler Americans have suddenly witnessed three very large bank failures in only a few days’ time. The first was the collapse last week of Silvergate, also known as “the Crypto bank.” Soon after, we read the news of both Silicon Valley Bank (SVB) and Signature Bank collapsing.

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12
Jan

Financial Market Quarterly Commentary | January 2023

Presented by Bruce Hosler Market Update for the Quarter Ending December 31, 2022 December Sell-Off Caps Turbulent Year Markets sold off in December, contributing to mixed results for the quarter and declines for 2022. The S&P 500 lost 5.76 percent during the month, gained 7.56 percent for the quarter, and lost 18.11 percent for the year. Dow Jones Industrial Average

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30
Sep

Financial Market Quarterly Commentary | September 2022

Presented by Bruce Hosler September Sell-off Caps Challenging Quarter Equity markets saw widespread declines in September, wiping out gains from earlier in the quarter and bringing the major indices to their lowest closing levels for the year. The S&P 500 fell 9.21 percent during the month, which caused the index to lose 4.88 percent during the quarter. The Dow Jones

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16
Aug

What US Navy Seals can teach us about uncertainty

What US Navy Seals can teach us about uncertainty? Bruce Hosler shares lessons learned from the Navy Seals on how to cope with stress and uncertainty and still accomplish your goals. Contact Us Video Transcript Hello, I'm Bruce Hosler wishing you success and confidence from knowing you have a plan to deal with all of life's ‘moments of truth. Read
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7
Jul

How to Protect Against Inflation

Bruce Hosler, Founder and Principal of Hosler Wealth Management speaks about the facts behind the headlines with the rise of inflation. When inflation is stable and predictable, it’s a sign of a basically healthy growing economy. But high inflation can quickly eat away at the purchasing power of your dollars, indicating that the economy might be overheated. So, what is
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30
Jun

Financial Market Quarterly Commentary | June 2021

Presented by Bruce Hosler Financial Market Quarterly Highlights,  Q2 2021 Positive June Caps Off Strong Quarter for Markets Equity markets rallied in June, which capped off a positive month and quarter for all three major U.S. indices. Both the S&P 500 and Nasdaq Composite hit record highs in June before pulling back slightly toward month-end. The S&P 500 gained 2.33

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3
May

Selling your home in 2022 could be a Great Tax Move!

Selling your home in 2022 could be a Great Tax Move! Housing prices are hitting all-time highs! It is a sellers’ market almost anywhere in the United States, and especially in Arizona. Many homeowners have seen the value of their primary residence double and even triple over the last decade, making them reconsider their estate planning. This maybe one of

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15
Apr

How to decide if a Roth IRA conversion is right for your tax strategy

401k vs Roth IRA, which is better? Knowing how to decide if a Roth IRA conversion is the right choice for you requires a deeper look into Roth vs traditional IRA. Bruce Hosler, a retirement planning professional in Prescott Arizona, explains how to utilize a market downturn or a volatile market to consider making a Roth IRA conversion. Contact Us
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31
Mar

Financial Market Quarterly Commentary | March 2021

Presented by Bruce Hosler Financial Market Quarterly Highlights, Q1 2021 Despite volatility, domestic and international equity markets finished the quarter with positive results. Rising interest rates, fueled by inflation and growth expectations, were a headwind for fixed income markets. The economic recovery continued, with strong jobs data and rising consumer confidence. Solid Month Caps Positive Quarter U.S. stock markets saw

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3
Mar

The American Jobs Plan and Proposed Tax Policy

The American Jobs Plan and Proposed Tax Policy On March 31, 2021, President Biden introduced the American Jobs Plan, a proposal designed to improve the country’s aging infrastructure. In total, the plan will invest more than $2 trillion over the next decade. The specific provisions of the proposal will likely change prior to making its way to Congress and will

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