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.
Financial Market Quarterly Commentary | September 2020
Markets dropped early in September before partially recovering by month-end. The S&P 500 fell 3.80 percent, while the Dow Jones Industrial Average (DJIA) lost 2.18 percent and the Nasdaq Composite declined 5.10 percent.
Financial Market Quarterly Commentary | June 2020
June was a positive month for markets. The S&P 500 returned 1.99 percent, the Dow Jones Industrial Average (DJIA) gained 1.82 percent, and the Nasdaq Composite rose 6.07 percent.
Forbes Best-In-State Wealth Advisor List In Arizona for 2020 – Bruce Hosler
As the founder of Hosler Wealth Management and with over 23 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history.
Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know
On December 20, 2017, the U.S. House of Representatives and the U.S. Senate passed the Tax Cuts and Jobs Act of 2017 (the act or TCJA).
New Tax Laws for 2020 and 2019 SECURE Act
Everyone is paying attention to the changes in the SECURE Act and rightly so. Our founder and top Wealth Manager Bruce Hosler even talked about it in an interview for Sonoran Living, a local Arizona TV channel.
Forbes Best-In-State Wealth Advisor List In Arizona for 2019 – Bruce Hosler
“In order to provide you with the individualized care and attention you deserve, we have dedicated ourselves since 1997 to knowing as much as we can about our clients and their families. Helping our clients’ grown children and now their offspring has been a wonderful pleasure throughout the years.”
– Bruce Hosler