Leaving Your Assets Tax Advantaged and Tax Free: Estate & Legacy Planning, Part 4 of 6 | Ep #65
In the world of wealth management, estate planning is more than just dividing up assets — it’s about preserving your legacy and ensuring your beneficiaries receive the full benefit of what you’ve built.
August 2025 – HWM Client Virtual Financial Forum
Advisors field questions from clients about current economic events & topics of interest.
Forbes Best-In-State Wealth Advisor List In Arizona for 2025 – Bruce Hosler
“For over two decades, we’ve walked alongside our clients through every season of life. Being named a Forbes Best-In-State Wealth Advisor is a meaningful honor, but even more meaningful is the trust of the families we continue to serve—generation after generation.”
– Bruce Hosler
Forbes Best-In-State Wealth Management Teams List In Arizona for 2025
“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 Market Quarterly Commentary | March 2025
It was a rough March for stocks, capping off a weak quarter to start the year. The S&P 500 lost 5.63 percent in March and 4.27 percent in the first quarter.
Titling Your Assets Correctly – Estate & Legacy Planning, Part 3 of 6 | Ep #64
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.
Beneficiary Designations (cont.) – Estate & Legacy Planning, Part 2 of 6 | Ep #63
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.
Beneficiary Designations – Estate and Legacy Planning – Part 2 of 6 | Ep #62
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 Documents – Estate & Legacy Planning Part 1 of 6 | Ep #61
In this 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.
Mitigating Taxes In a Concentrated Stock Position | Ep #60
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.