Financial Market Quarterly Commentary | March 2021

Finance Market Newspaper

U.S. stock markets saw gains for the month and quarter. The Nasdaq Composite gained 0.48 percent in March. The S&P 500 and Dow Jones Industrial Average (DJIA) saw stronger results, up by 4.38 percent and 6.78 percent, respectively.

Financial Market Quarterly Commentary | December 2020

Financial Advisors Talking About Data

Markets continued to rally in December. The Nasdaq Composite led the way with a 5.71 percent gain for the month. The S&P 500 gained 3.84 percent, and the Dow Jones Industrial Average (DJIA) rose by 3.41 percent.

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

Sonoran Living Abc 15 Thumbnail

The “Secure Act” killed the ability of IRA beneficiaries to take required minimum distributions over their remaining life expectancy period. In addition to our analysis of the most significant changes of the Secure Act, Bruce speaks to us regarding the five special exceptions to the new “10-year rule” of the “Secure Act” and the importance of strategic beneficiary planning.

Financial Market Quarterly Commentary | September 2020

Financial Newspaper Review

Markets dropped early in September before partially recovering by month-end. The S&P 500 fell 3.80 percent, while the Dow Jones Industrial Average (DJIA) lost 2.18 percent and the Nasdaq Composite declined 5.10 percent.

New Tax Laws for 2020 and 2019 SECURE Act

Tax Calculations During Tax Season

Everyone is paying attention to the changes in the SECURE Act and rightly so. Our founder and top Wealth Manager Bruce Hosler even talked about it in an interview for Sonoran Living, a local Arizona TV channel.