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.
Financial Market Quarterly Commentary | December 2020
Markets continued to rally in December. The Nasdaq Composite led the way with a 5.71 percent gain for the month. The S&P 500 gained 3.84 percent, and the Dow Jones Industrial Average (DJIA) rose by 3.41 percent.
Sonoran Living ABC15 – Bruce Hosler’s interview about the “Secure Act”
The “Secure Act” killed the ability of IRA beneficiaries to take required minimum distributions over their remaining life expectancy period. In addition to our analysis of the most significant changes of the Secure Act, Bruce speaks to us regarding the five special exceptions to the new “10-year rule” of the “Secure Act” and the importance of strategic beneficiary planning.
The “Secure Act” demands new beneficiary planning for your IRA and Roth IRA!
The “Secure Act” killed the ability of IRA beneficiaries to take required minimum distributions over their remaining life expectancy period. The “Stretch IRA” allowed the beneficiary to only take a small RMD (Required Minimum Distribution) amount every year.
Elite Advisor Interview With Bruce Hosler
Robert Neiderman of Elite Advisor Program interviews Bruce Hosler about what made him want to become a wealth manager. Learn more about Bruce’s humble beginnings and what drives him to serve his current client’s best interest.