Investment Themes in 2025 | Ep #70
As 2025 unfolds, investors face a market defined by rapid innovation, global competition, and shifting regulatory frameworks. From artificial intelligence (AI) to biotech breakthroughs, the financial landscape is full of opportunity—but also complexity. For high-net-worth individuals and families, understanding both the growth potential and tax implications of these themes is critical. This analysis explores 10 investment trends shaping 2025 and provides insights on how to integrate them into a disciplined, tax-efficient wealth strategy.
Considerations When Selling Real Estate – Selling A Second Home or Rental Property | Ep #69
Selling a second home or rental property might feel like cashing in on a good investment, but it’s also a significant financial event with serious tax implications. Whether it’s a cozy cabin in the mountains, a beachside rental, or an investment duplex, letting go of real estate can trigger capital gains, depreciation recapture, and potential state-level taxes.
Considerations When Selling Real Estate – Selling Your Primary Residence | Ep #68
When it comes time to sell your primary residence, it’s not just about setting the right price or finding a buyer. It’s about protecting your wealth, maximizing tax benefits, and ensuring your financial decisions are aligned with your long-term goals. In this episode of Protecting and Preserving Wealth, the Hosler Wealth Management team unpacks everything you need to know before putting your home on the market.
The Two Generation Tax-Free Legacy Plan™: Estate and Legacy Planning Series Part 6 of 6 | Ep #67
If you look ahead 10 years, do you believe tax rates in the United States will go down, stay the same, or go up?
It’s not a rhetorical question — it’s the foundation of smart legacy planning.
Financial Market Quarterly Commentary | June 2025
Markets wrapped up June on a strong note, extending the rally that began in late spring. Investor sentiment was buoyed by robust corporate earnings, easing trade tensions, and encouraging economic data. Despite lingering geopolitical risks, the overall tone remained optimistic as fundamentals continued to support market gains.
Leaving Your Assets Tax Advantaged and Tax Free: Estate and Legacy Planning Series Part 4 of 6 | Ep #65
In the world of wealth management, estate planning is more than just dividing up assets — it’s about preserving your legacy and ensuring your beneficiaries receive the full benefit of what you’ve built.
Forbes Best-In-State Wealth Management Teams List In Arizona for 2025
“Being named to Forbes’ Best-In-State Wealth Management Teams is more than an award—it’s a meaningful affirmation of the way we work: together, in service of our clients, with a long-term commitment to their success and peace of mind.”
– HWM Wealth Management Team
Financial Market Quarterly Commentary | March 2025
It was a rough March for stocks, capping off a weak quarter to start the year. The S&P 500 lost 5.63 percent in March and 4.27 percent in the first quarter.
Forbes Best-In-State Wealth Advisor List In Arizona for 2025 – Bruce Hosler
“For over two decades, we’ve walked alongside our clients through every season of life. Being named a Forbes Best-In-State Wealth Advisor is a meaningful honor, but even more meaningful is the trust of the families we continue to serve—generation after generation.”
– Bruce Hosler
Titling Your Assets Correctly: Estate & Legacy Planning Series Part 3 of 6 | Ep #64
Estate planning involves more than just creating a will or setting up a trust. One of the most overlooked but critical aspects of estate planning is proper asset titling.
Beneficiary Designations (cont.): Estate & Legacy Planning Series Part 2 of 6 | Ep #63
Did you know that beneficiary forms override wills and trusts for many financial accounts? In this episode of Protecting and Preserving Wealth, we dive into why updating your beneficiary designations is essential for estate planning success.
What Is a Tertiary Beneficiary? A Quick Guide
Learn what is a tertiary beneficiary and why adding one to your estate plan helps protect your legacy and ensures your assets are distributed as you intend.