Bruce Hosler
What US Navy Seals can teach us about uncertainty
Protecting Against Inflation
Market commentary, Q2 2021
Presented by Bruce Hosler 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 percent in June and 8.55 percent
Selling your home in 2021, could be a Great Tax Move!
Selling your home in 2021, could be a Great Tax Move! Housing prices are hitting all-time highs! It is a sellers’ market almost anywhere in the United States. With historically low interest rates the real estate market is hot as a firecracker. Many homeowners have seen the value of their primary residence double and even triple over the last decade.
How to decide if a Roth IRA conversion is right for you
Market commentary, Q1 2021
Presented by Bruce Hosler Market highlights 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 gains for the
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
What is financial behavioral bias?
Market commentary, Q4 2020
Presented by Bruce Hosler Market highlights 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 December Caps Off
Bruce Hosler’s interview about the “Secure Act” as seen on Sonoran Living ABC15.
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This communication strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, GA, ID, IL, ME, NM, NV, OH, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Tax preparation, tax planning and accounting services offered through Hosler Wealth Management are separate and unrelated to Commonwealth. Hosler Wealth Management does not provide legal advice. You should consult a legal professional regarding your individual situation.
*The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors(1) list was developed by SHOOK Research and is based on in-person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology(2) that Forbes developed in partnership with SHOOK Research is available at www.forbes.com. (1) This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. (2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
