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Bruce Hosler

30
Sep

Financial Market Quarterly Commentary | September 2022

  September Sell-off Caps Challenging Quarter Presented by Bruce Hosler 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

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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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15
Jan

3 Worst Investment Mistakes

Are you hard-wired with behavioral bias when investing? Bruce Hosler shares three of the worst behavioral mistakes investors make. Learn how mindset and emotional behavior have a massive impact on your financial outcome with these investing tips from our Arizona-based financial advisor. Video Transcript Hello, I'm Bruce Hosler with Hosler Wealth Management, and I'm going to teach you how to
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31
Dec

Financial Market Quarterly Commentary | December 2020

Presented by Bruce Hosler Financial Market Quarterly Highlights, Q4 2020 Domestic and international markets finished the month, quarter, and year with positive results. The start of the public vaccination process was a positive development for the coronavirus crisis. Economic data was mixed heading into year-end, but the stimulus bill and public health progress should help support growth moving forward. Strong

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