Financial Market Quarterly Commentary | March 2021

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.
The American Jobs Plan and Proposed Tax Policy

On March 31, 2021, President Biden introduced the American Jobs Plan, a proposal designed to improve the country’s aging infrastructure.
Financial Market Quarterly Commentary | December 2020

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”

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

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.
Financial Market Quarterly Commentary | June 2020

June was a positive month for markets. The S&P 500 returned 1.99 percent, the Dow Jones Industrial Average (DJIA) gained 1.82 percent, and the Nasdaq Composite rose 6.07 percent.
New Tax Laws for 2020 and 2019 SECURE Act

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.