Bruce Hosler
Financial Market Quarterly Commentary | June 2021
Presented by Bruce Hosler Financial Market Quarterly Highlights, Q2 2021 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
Selling your home in 2022 could be a Great Tax Move!
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. Many homeowners have seen the value of their primary residence double and even triple over the last decade, making them reconsider their estate planning. This maybe one of
How to decide if a Roth IRA conversion is right for your tax strategy
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 providing exceptional client service is
Financial Market Quarterly Commentary | March 2021
Presented by Bruce Hosler Financial Market Quarterly Highlights, Q1 2021 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
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
3 Worst Investment Mistakes
Financial Market Quarterly Commentary | December 2020
Presented by Bruce Hosler Financial Market Quarterly Highlights, Q4 2020 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
Sonoran Living ABC15 – Bruce Hosler’s interview about the “Secure Act”
