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Bruce Hosler

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

Protecting 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. Learn the 3
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30
Jun

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

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3
May

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.

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15
Apr

How to decide if a Roth IRA conversion is right for you

Knowing how to decide if a Roth IRA conversion is the right choice for you requires a deeper look. Bruce Hosler covers utilizing a market downturn or a volatile market to consider making a Roth IRA conversion. Contact Us Video Transcript Hello, I'm Bruce Hosler with Hosler Wealth Management, and I'm going to show you how to decide if a
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31
Mar

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

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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

What is financial behavioral bias?

Are you hard-wired with behavioral bias? 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. Video Transcript Hello, I'm Bruce Hosler with Hosler Wealth Management, and I'm going to teach you how to avoid three of the worst behavioral mistakes investors make. Read More...
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31
Dec

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

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17
Nov

Bruce Hosler’s interview about the “Secure Act” as seen on Sonoran Living ABC15.

Bruce Hosler, Founder and Principal of Hosler Wealth Management LLC., shares with viewers how the "Secure Act" has done away with the "Stretch IRA." The "Secure Act" killed the ability of IRA beneficiaries to take required minimum distributions over their remaining life expectancy period. Bruce speaks to us regarding the five special exceptions to the new "10-year rule" of the
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