Presented by Bruce Hosler Financial Market Quarterly Highlights, Q3 2020 Markets dropped in September, but they showed solid gains for the quarter. Coronavirus cases increased in September–a sign that risks may rise heading into the fall. Economic data released in September pointed to a slowdown, but continued moderate growth remains likely. Positive Quarter, Despite Rough September Markets dropped early in
Presented by Bruce Hosler Financial Market Quarterly Highlights, Q2 2020 June was a positive month for global equity markets, contributing to strong quarterly gains. The economy continued to reopen, with confidence figures and consumer spending rebounding strongly. Localized virus outbreaks mean the risks to the recovery and market rally are still out there. Positive June Caps Off Strong Quarter June
3rd Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2020 in Arizona. As the founder of Hosler Wealth Management and with over 23 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
Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know On December 20, 2017, the U.S. House of Representatives and the U.S. Senate passed the Tax Cuts and Jobs Act of 2017 (the act or TCJA). The legislation makes significant changes to the Internal Revenue Code (IRC), including individual, corporate, and gift and estate taxation. Contact Hosler Wealth
New Tax Laws for 2020 Including the SECURE Act of 2019 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. The spending bill itself also changed some tax rules. Contact Hosler Wealth
2nd Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2019 in Arizona. As the founder of Hosler Wealth Management and with over 22 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
Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2018 in Arizona. As the founder of Hosler Wealth Management and with over 21 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 deeply ingrained in the