Financial Market Quarterly Commentary | September 2021
Markets pulled back sharply in September. The S&P 500 lost 4.65 percent for the month but gained 0.58 percent for the quarter. The Dow Jones Industrial Average fell 4.20 percent for the month and 1.46 percent for the quarter, and the Nasdaq Composite fell 5.27 percent for the month and 0.23 percent for the quarter.
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.
How to Protect Against 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.
Financial Market Quarterly Commentary | June 2021
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.
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.
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.
Forbes Best-In-State Wealth Advisor List In Arizona for 2021 – Bruce Hosler
4th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2021 in Arizona. As the founder of Hosler Wealth Management and with over 24 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of […]
Financial Market Quarterly Commentary | March 2021
U.S. stock markets saw gains for the month and quarter. The Nasdaq Composite gained 0.48 percent in March. The S&P 500 and Dow Jones Industrial Average (DJIA) saw stronger results, up by 4.38 percent and 6.78 percent, respectively.
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.
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.