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Tag: Investment Management

#39 | 2024 Election Year Market Outlook

Show NotesGuest ProfileTranscriptView All Episodes Today we have a comprehensive discussion with Bruce Hosler and Alex Koury of Hosler Wealth Management about the market outlook for 2024. We're now into a Presidential election year, and Alex addresses the common concern about the impact of presidential elections on market performance. Historically, the market has averaged an 11.6% return during election years,
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#38 | 2024 Interest Rate Outlook

Show NotesGuest ProfileTranscriptView All Episodes Today, Bruce and Jason Hosler delve into the financial landscape of 2024, focusing on the pivotal role of interest rates, the ongoing impact of inflation, and the potential influence of the presidential election on the economy. The Federal Reserve had significant influence on the financial events of 2023, particularly through historic rate increases and a
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#36 | S&P in 2023 and the ‘Magnificent Seven’

Show NotesGuest ProfileTranscriptView All Episodes Today, Bruce and Alex Koury talk about the S&P 500's present situation and potential future growth, emphasizing the role that specific stocks and more general investment strategies play in these turbulent times. Alex begins by outlining the S&P 500's incredible 2023 performance, powered mainly by seven stocks—dubbed the 'Magnificent 7.'   These are IT behemoths like
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#34 | Use the Buckets of Money strategy for retirement income

Show NotesTranscriptView All Episodes In this episode of the "Protecting and Preserving Wealth" podcast, host Bruce Hosler and Jon Gay dive deep into the Buckets of Money strategy for retirement income. Amidst a backdrop of stock market volatility, geopolitical tensions, and inflation, Bruce presents the Buckets of Money strategy as a safeguard against Sequence of Return Risk—a serious risk retirees
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#29 | 529 Plan Update for 2023

Show NotesTranscriptView All Episodes In this episode of "Protecting and Preserving Wealth," Bruce and Jon dive into a comprehensive discussion about the intricacies and nuances of 529 plans. These plans, designed to aid in saving for educational expenses, offer a range of benefits that extend beyond traditional college savings. We highlight the potential tax advantages of 529 plans, one of
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#28 | Stop Contributing to IRAs and 401Ks

Show NotesTranscriptView All Episodes In this episode of "Protecting and Preserving Wealth," Bruce and Jon discuss a counterintuitive approach: discontinuing contributions to traditional IRAs and 401ks. Drawing insights from IRA distribution expert Ed Slott, I challenge established retirement planning conventions. Slott is a recognized authority in IRA planning, is a professional speaker, best-selling author, and well-regarded by The Wall Street
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#21 | The Roth 401(k)

Show NotesTranscriptView All Episodes You may be familiar with a traditional 401(k) retirement plan, but today Bruce Hosler of Hosler Wealth Management will explain how a Roth 401(k) works, how it's different, and the benefits associated with it. In a traditional 401(k), the contributed funds are tax-deferred. Participants don't pay taxes on the way in; that money doesn't count toward
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17
Mar

What Does the Silicon Valley Bank Collapse Mean?

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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#15 | Insanity is doing the same thing over & over, and expecting a different result

Show NotesTranscriptView All Episodes Einstein said, "The definition of Insanity is doing the same thing over & over and expecting a different result."   We've seen some historic shifts in the markets in 2022.  So why would you employ the same strategies you've been using for the past 40 or so years? We've seen drops in stock and bond markets,
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#14 | Controlling the Controllables

Show NotesTranscriptView All Episodes There are so many uncertainties in today's world - everything from war, to the remnants of a pandemic, to the political turmoil we currently see in our country.   And economically, we've seen supply chain and worker shortages, and a stock market that's been down anywhere from 16-22% in 2022. Often when circumstances are beyond our
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