Videos
What is financial behavioral bias?
What US Navy Seals can teach us about uncertainty
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. Contact Us
Protecting Against Inflation
Bruce Hosler, Founder and Principal of Hosler Wealth Management speaks about the facts behind the headlines with the rise of 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. Learn the 3
How to decide if a Roth IRA conversion is right for you
Knowing how to decide if a Roth IRA conversion is the right choice for you requires a deeper look. Bruce Hosler covers utilizing a market downturn or a volatile market to consider making a Roth IRA conversion. Contact Us
What is financial behavioral bias?
Are you hard-wired with behavioral bias? 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. Contact Us
Bruce Hosler’s interview about the “Secure Act” as seen on Sonoran Living ABC15.
Bruce Hosler, Founder and Principal of Hosler Wealth Management LLC., shares with viewers how the “Secure Act” has done away with the “Stretch IRA.” The “Secure Act” killed the ability of IRA beneficiaries to take required minimum distributions over their remaining life expectancy period. Bruce speaks to us regarding the five special exceptions to the new “10-year rule” of
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. Bruce speaks to what makes him and Hosler Wealth Management unique in their services and the types of clients they serve. You will learn
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This communication strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, GA, ID, IL, ME, NM, NV, OH, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Tax preparation, tax planning and accounting services offered through Hosler Wealth Management are separate and unrelated to Commonwealth. Hosler Wealth Management does not provide legal advice. You should consult a legal professional regarding your individual situation.
*The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors(1) list was developed by SHOOK Research and is based on in-person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology(2) that Forbes developed in partnership with SHOOK Research is available at www.forbes.com. (1) This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. (2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
