Resources

What US Navy Seals can teach us about uncertainty

How to Protect Against Inflation

How to decide if a Roth IRA conversion is right for your tax strategy

3 Worst Investment Mistakes

Sonoran Living ABC15 – Bruce Hosler’s interview about the “Secure Act”

Elite Advisor Interview With Bruce Hosler

Secure Act White Paper

The Secure Act demands new beneficiary planning for your IRA and Roth IRA!

Financial Market Quarterly Commentary | June 2022

Presented by Bruce Hosler ...

Financial Market Quarterly Commentary | March 2022

Presented by Bruce Hosler ...

Financial Market Quarterly Commentary | December 2021

Presented by Bruce Hosler ...

Financial Market Quarterly Commentary | September 2021

Presented by Bruce Hosler ...

Financial Market Quarterly Commentary | June 2021

Presented by Bruce Hosler ...

Financial Market Quarterly Commentary | March 2021

Presented by Bruce Hosler ...

Financial Market Quarterly Commentary | December 2020

Presented by Bruce Hosler ...

Financial Market Quarterly Commentary | September 2020

Presented by Bruce Hosler ...

Financial Market Quarterly Commentary | June 2020

Presented by Bruce Hosler ...

Virtual Financial Forum - Monthly Zoom call

October Virtual Financial Forum - Tuesday, October 18th, @ 4:00 pm.

Monthly Zoom call for clients hosted by Advisors to help answer their most pressing questions. RSVP from email invite.

Prescott November Client Update Meeting - Tuesday, November 15th, @ 12:00 Noon.

RSVP from email invite.

Scottsdale November Client Update Meeting - Thursday, November 17th, @ 12:00 Noon.

RSVP from email invite.

Forbes Best-In-State Wealth Advisor List In Arizona for 2022 – Bruce Hosler

5th Consecutive Year – ...

Protecting and preserving wealth with Bruce Hosler

Listen to Our Podcast!

In the Protecting & Preserving Wealth podcast, Bruce Hosler discusses and provides timely answers to important topics for our listeners:

Tax Reduction Strategies
Financial & Estate Planning
Investment Management
Retirement Planning
Insurance Strategies
Business Owner Exit-Planning Strategies
Current Events and their Market Effects

Listed below are the 3 most recent episodes.

For over 25 years, Hosler Wealth Management has been helping people to more effectively prepare for retirement. Our unique team of tax accountants, wealth managers and financial planners provide you with customized strategies to help create a more confident future.

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Prescott Office

928.778.7666

700 S. Montezuma St.,
Prescott, AZ 86303

Scottsdale Office

480.994.7342

7400 E. Pinnacle Peak Rd. Suite #100
Scottsdale, Arizona 85255

info@hoslerwm.com

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Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. This communication is strictly intended for individuals residing in AK, AZ, CA, CO, FL, GA, HI, ID, IL, MA, ME, NE, NJ, 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 requirements and registration requirements regarding products and services.