Bruce Hosler
7
Mar
Have We Reached Peak Uncertainty?
Have We Reached Peak Uncertainty? Presented by Bruce Hosler --- Every year has its own set of risks, and 2025 is no exception. But before reacting to recent market turbulence, let’s take a step back to understand how we got here and what it means for your investments. Doom and Gloom Headlines Over the last 10 days, investors have facedRead more
Beneficiary Designations (cont.) – Estate & Legacy Planning, Part 2 of 6 | Ep #63
Show NotesGuest ProfileTranscriptView All EpisodesThe Crucial Role of Beneficiary Designations in Estate PlanningWhat You Need to Know About Beneficiary Designations Did you know that beneficiary forms override wills and trusts for many financial accounts? In this episode of Protecting and Preserving Wealth, we dive into why updating your beneficiary designations is essential for estate planning success. Key Takeaways from ThisRead more
Beneficiary Designations – Estate and Legacy Planning – Part 2 of 6 | Ep #62
Show NotesGuest ProfileTranscriptView All EpisodesBeneficiary Designations - Estate & Legacy Planning In the second installment of our estate and legacy planning series, we highlight the critical role of beneficiary designations in securing and managing wealth. Estate planning goes beyond wills and trusts; proper beneficiary designations on accounts like IRAs, 401(k)s, annuities, and life insurance determine where assets go upon death,Read more
Estate Planning Documents – Estate & Legacy Planning Part 1 of 6 | Ep #61
Show NotesGuest ProfileTranscriptView All EpisodesEstate Planning Documents - What You Need In this Protecting and Preserving Wealth episode, we’re kicking off our six-part series on estate and legacy planning. We dive into the critical steps of preparing for the Great Wealth Transfer—an estimated $84 trillion passing to the next generation by 2045. Of that, $72 trillion will go to heirs,Read more
March 2025 – HWM Client Virtual Financial Forum
Date: Tuesday, March 4th, 2025 @ 4:00 PM, Monthly Zoom Call – RSVP from email invite. Presentation: Advisors field questions from clients about current economic events & topics of interest.
May 2025 Client Update Meeting – Scottsdale
Date: Tuesday, May 13th @ 12:00 Noon, Pinnacle Peak Country Club – RSVP from email invite.
May 2025 Client Update Meeting – Prescott
Date: Thursday, May 8th, @ 12:00 Noon, The Club at Prescott Lakes – RSVP from email invite.
#60 | Mitigating Taxes In a Concentrated Stock Position
Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, we dive into managing the challenges posed by concentrated stock positions. When individuals hold significant investments in a single stock, such as Apple, Nvidia, or Tesla, they may face considerable capital gains taxes and financial risk. To address these concerns, we explore a range of tax-efficient diversificationRead more
6
Jan
Financial Market Quarterly Commentary | December 2024
Market Update—Quarter Ending December 31, 2024 Presented by Bruce Hosler — Quick Hits 1. Mixed Month for Markets December was a mixed month for equity markets. 2. Bonds Fall as Federal Reserve Updates Guidance Rising interest rates caused bond prices to fall at year-end. 3. Positive Economic Updates The economic updates released in December showed continued economic growth. 4. Risks
#59 | What To Expect From Trump’s Second Term – Part 2
Show NotesGuest ProfileTranscriptView All Episodes In Part 2, of What To Expect From Trump’s Second Term, we take an in-depth look at the potential economic consequences of a Trump administration, honing in on key areas such as interest rates, tax policy, government efficiency, and immigration. Our discussion, led by Alex, Jason, and me, delves into the Federal Reserve's interest rateRead more
