5th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2022 in Arizona. As the founder of Hosler Wealth Management and with over 25 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is
Presented by Bruce Hosler Financial Market Quarterly Highlights, Q1 2022 Despite mixed first -quarter results, markets partially bounced back in March. Medical risks related to Covid-19 fell substantially throughout the quarter. The Russian invasion of Ukraine and the Fed’s monetary tightening policies impacted markets. Positive March wraps shaky quarter Equity markets partially bounced back in March. The S&P 500, Dow
Presented by Bruce Hosler Financial Market Quarterly Highlights, Q4 2021 Solid December Caps Off a Strong Year for Markets Markets rallied to finish out 2021, with all three major U.S. indices notching gains for the month, quarter, and year. The S&P 500 gained 4.48 percent in December, 11.03 percent for the quarter, and 28.71 percent for the year. The Dow
Presented by Bruce Hosler Financial Market Quarterly Highlights, Q3 2021 Domestic and international markets fell sharply in September, which weighed on quarterly returns. The economic recovery appeared to slow due to continued medical concerns and falling consumer confidence. Political risks at home and abroad led to uncertainty as we start the fourth quarter. Rocky September Leads to Mixed Quarter Markets
Presented by Bruce Hosler Financial Market Quarterly Highlights, Q2 2021 Positive June Caps Off Strong Quarter for Markets Equity markets rallied in June, which capped off a positive month and quarter for all three major U.S. indices. Both the S&P 500 and Nasdaq Composite hit record highs in June before pulling back slightly toward month-end. The S&P 500 gained 2.33
Selling your home in 2022 could be a Great Tax Move! Housing prices are hitting all-time highs! It is a sellers’ market almost anywhere in the United States, and especially in Arizona. Many homeowners have seen the value of their primary residence double and even triple over the last decade, making them reconsider their estate planning. This maybe one of
4th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2021 in Arizona. As the founder of Hosler Wealth Management and with over 24 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is