Tag: Financial News & Commentary

Show NotesGuest ProfileTranscriptView All Episodes Bruce Hosler welcomes a special guest for today's episode. We discuss the critical state of the U.S. national debt and its implications for future tax rates with David McKnight, author of "The Power of Zero." McKnight highlights the dramatic increase in national debt from $5 trillion in 1999 to an expected $54 trillion by 2033.Read more

Market Update—Quarter Ending March 31, 2024 Presented by Bruce Hosler — Quick Hits Strong Start to the Year for Stocks A positive March for stocks caps off a solid first quarter. Mixed Quarter for Bonds Bond returns were mixed due to rising rates in the quarter. Healthy Economic Growth First-quarter economic reports show signs of healthy growth. Inflation and the

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Show NotesGuest ProfileTranscriptView All Episodes In this episode of "Protecting and Preserving Wealth," we delve into the significance of moving financial assets to tax-free vehicles, a topic I have extensively explored in my new book, “MOVING TO TAX-FREE™.” Alongside Jason Hosler and host Jon Jag Gay, we discuss the critical nature of planning for a tax-free retirement, emphasizing the importanceRead more

Market Update—Quarter Ending December 31, 2023 Presented by Bruce Hosler — Quick Hits 1. Solid December Caps Strong Year for Markets 2. Fixed Income Continues to Rally 3. Economic Updates Show Continued Growth 4. Focus on the Fed 5. Risks to Monitor 6. Positive Outlook for the New Year Solid December Caps Strong Year for Markets Markets continued to rally

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Market Update— Quarter Ending September 30, 2023 Presented by Bruce Hosler — Market highlights Equity markets fell for the second consecutive month in September, causing all three major U.S. indices to end the month and quarter in the red. Rising rates and concerns of a potential month-end government shutdown weighed on equities. While consumer confidence fell in September, spending has

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Market Update— Quarter Ending June 30, 2023 Presented by Bruce Hosler — Quick Hits Equity Markets Surge in June Fixed Income Faces Challenges Economy Continues to Grow Debt Ceiling Concerns Fade Market Risks Are Shifting Positive Outlook for Second Half of the Year  Equity Markets Surge in June June was a strong month for equity markets as resolution of the

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Market Update— Quarter Ending March 31, 2023 Presented by Bruce Hosler — Quick Hits Markets Rebound in March Strong March for Fixed Income Bank Stress Worries Markets Economic Updates Are Positive Risks Are Worth Monitoring Outlook Is Still Promising Markets Rebound in March Markets had a solid March, as a month-end rally helped bring all three major U.S. indices into

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What Does the Silicon Valley Bank Collapse Mean for Investors? Presented by Bruce Hosler Americans have suddenly witnessed three very large bank failures in only a few days’ time. The first was the collapse last week of Silvergate, also known as “the Crypto bank.” Soon after, we read the news of both Silicon Valley Bank (SVB) and Signature Bank collapsing.

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Presented by Bruce Hosler Market Update for the Quarter Ending December 31, 2022 December Sell-Off Caps Turbulent Year Markets sold off in December, contributing to mixed results for the quarter and declines for 2022. The S&P 500 lost 5.76 percent during the month, gained 7.56 percent for the quarter, and lost 18.11 percent for the year. Dow Jones Industrial Average

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Presented by Bruce Hosler September Sell-off Caps Challenging Quarter Equity markets saw widespread declines in September, wiping out gains from earlier in the quarter and bringing the major indices to their lowest closing levels for the year. The S&P 500 fell 9.21 percent during the month, which caused the index to lose 4.88 percent during the quarter. The Dow Jones

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