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#41 | Retirement Questions When Selling Your Business

Show NotesGuest ProfileTranscriptView All Episodes Today we have a comprehensive discussion with Bruce Hosler and Alex Koury of Hosler Wealth Management about the market outlook for 2024. We're now into a Presidential election year, and Alex addresses the common concern about the impact of presidential elections on market performance. Historically, the market has averaged an 11.6% return during election years,
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#40 | Tax Questions When Exit Planning For Your Business

Show NotesGuest ProfileTranscriptView All Episodes Today, Bruce and Jason Hosler dive into the complexities of exit planning and tax issues related to selling a business. We kick off discussing the importance of understanding a business's structure when preparing for a sale. The structure, whether it's a sole proprietorship, partnership, LLC, S-corporation, or C-corporation, significantly impacts tax implications. We note that
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15
Feb

Important Considerations for Leaving Your Kids an Inheritance

Important Considerations for Leaving Your Kids an Inheritance Deciding what to leave to your children – and how to do it – is a challenging topic. But it’s crucially important to explore your options and determine a path that fits with your goals and legacy desires. Some parents pinch pennies for a lifetime in order to leave a large inheritance,

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13
Feb

Avoid Probate Problems: The ‘Pour-Over Will’ is No Substitute for Proper Estate Planning

Avoid Probate Problems: The ‘Pour-Over Will’ is No Substitute for Proper Estate Planning Upon your passing, your estate could end up in probate if you don’t plan properly. All of your affairs will become public record, paperwork can be delayed, and there will, of course, be attorneys’ fees. Probate is the legal process for verifying a Will, appointing the executor,

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#39 | 2024 Election Year Market Outlook

Show NotesGuest ProfileTranscriptView All Episodes Today we have a comprehensive discussion with Bruce Hosler and Alex Koury of Hosler Wealth Management about the market outlook for 2024. We're now into a Presidential election year, and Alex addresses the common concern about the impact of presidential elections on market performance. Historically, the market has averaged an 11.6% return during election years,
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HWM Client Virtual Financial Forum – March 2024

Date:  Tuesday, March 5th, 2023 @ 4:00 PM,  Monthly Zoom Call – RSVP from email invite. Presentation:  Advisors field questions from clients about current economic events & topics of interest.

April 2024 Client Update Meeting – Prescott

Date: Friday, April 12th, @ 12:00 Noon, The Club at Prescott Lakes – RSVP from email invite.

May 2024 Client Update Meeting – Scottsdale

Date: Thursday, May 2nd @ 12:00 Noon, Pinnacle Peak Country Club – RSVP from email invite.

#38 | 2024 Interest Rate Outlook

Show NotesGuest ProfileTranscriptView All Episodes Today, Bruce and Jason Hosler delve into the financial landscape of 2024, focusing on the pivotal role of interest rates, the ongoing impact of inflation, and the potential influence of the presidential election on the economy. The Federal Reserve had significant influence on the financial events of 2023, particularly through historic rate increases and a
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9
Jan

Financial Market Quarterly Commentary | December 2023

Market Update—Quarter Ending December 31, 2023 Presented by Bruce Hosler — Quick Hits 1. Solid December Caps Strong Year for Markets 2. Fixed Income Continues to Rally 3. Economic Updates Show Continued Growth 4. Focus on the Fed 5. Risks to Monitor 6. Positive Outlook for the New Year Solid December Caps Strong Year for Markets Markets continued to rally

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