Bruce Hosler
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
#58 | What To Expect From Trump’s Second Term – Part 1
Show NotesGuest ProfileTranscriptView All Episodes In the first part of our two-part series, we discuss the economic implications of Donald Trump's second presidential term, focusing on markets, regulation, energy, and inflation. With the election concluded, markets have responded positively to the reduced uncertainty, reflecting a renewed sense of clarity. We highlight how a Republican-controlled House and Senate could further enhanceRead more
#57 | IRA Changes with SECURE Act 2.0
Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, we dive into the changes introduced by the SECURE Act 2.0, which has made significant modifications to IRA and trust regulations. Bruce Hosler and Alex Koury from Hosler Wealth Management explain the complexities and implications of these new regulations. The conversation begins with Bruce explaining the updatedRead more
#56 | Donor-Advised Funds 2024
Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, Jason and I discuss donor-advised funds (DAFs). With the end of 2024 approaching, DAFs are a timely and powerful tool for the charitably inclined, particularly those looking to manage tax liabilities while contributing to causes they care about. I explain that a donor-advised fund allows individuals to donateRead more
#55 | 2025 Medicare Changes
Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, we dive into the upcoming changes to Medicare for 2025, focusing on critical issues that affect both current Medicare recipients and those who have yet to claim it. Bruce Hosler and Alex Koury from Hosler Wealth Management discuss Medicare enrollment, premium penalties, and significant updates in the nextRead more
#54 | Your Kids Can’t Convert Your IRA to a Roth
Show NotesGuest ProfileTranscriptView All Episodes It’s true, and in this episode of Protecting and Preserving Wealth, we focus on this crucial aspect of estate planning: converting your IRA to a Roth IRA before passing it to your children. We discuss the importance of making this conversion while you're alive because your children cannot convert an inherited IRA to a RothRead more
5
Oct
Financial Market Quarterly Commentary | September 2024
Market Update—Quarter Ending September 30, 2024 Presented by Bruce Hosler — Quick Hits 1. Stocks Rally in September to Cap Off Strong Third Quarter Stocks continued to rise in September as improving fundamentals and lower interest rates supported returns. 2. Strong Quarter for Bonds September capped off a strong quarter for bond investors. 3. Federal Reserve Cuts Interest Rates The
#53 | The Updated 10-Year IRA Rule for Beneficiaries
Show NotesGuest ProfileTranscriptView All Episodes In this episode of Protecting and Preserving Wealth, we delve into the updated 10-year IRA rule for beneficiaries, finalized by the IRS on July 18, 2024. Under the old Strech IRA rules, beneficiaries could stretch out Required Minimum Distributions (RMDs) over their lifetimes, creating a favorable tax strategy for passing on wealth. However, with theRead more
#52 | Securing Your Estate: What To Do Now with Jon Linford – Part 2
Show NotesGuest ProfileTranscriptView All Episodes In part two, with estate attorney Jon Linford, we discuss crucial estate planning considerations as we approach the 2026 sunset of the Tax Cuts and Jobs Act. The primary focus is on the significant changes to the estate tax exemption that will occur when the current law sunsets, reducing the exemption from $13.6 million perRead more
