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,Read more

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 aRead more

Market Update—Quarter Ending December 31, 2023 Presented by Bruce Hosler — Quick Hits 1. Solid December Caps Strong Year for Markets 2. Fixed Income Continues to Rally 3. Economic Updates Show Continued Growth 4. Focus on the Fed 5. Risks to Monitor 6. Positive Outlook for the New Year Solid December Caps Strong Year for Markets Markets continued to rally

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Show NotesTranscriptView All Episodes Today, Bruce Hosler and Jon Gay dive into the financial realities of the United States, focusing on the website USDebtClock.org. This website offers real-time data on national finances, including our ever-increasing national debt. As of this podcast, the U.S. national debt is at about $33.7 trillion, a steep increase from $27 trillion just three years ago.Read more

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 likeRead more

Show NotesGuest ProfileTranscriptView All Episodes Bruce and Jason Hosler discuss the Corporate Transparency Act (CTA) implications for small business owners. The CTA, a new regulation set by the Treasury Department's lesser-known division, The Financial Crimes Enforcement Network (FinCEN), mandates that most small businesses disclose comprehensive information about their beneficial owners. This mandate includes personal and contact details, requiring a newRead more

  Should I Take the Standard Tax Deduction or Itemize? It’s a question many taxpayers ask themselves each year: Should I itemize my deductions, or should I take the standard? Of course, every situation is different, but we can provide guidance on the factors that contribute to this decision. As specialists in “moving to tax-free” we help clients prepare for

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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 retireesRead more

Show NotesTranscriptView All Episodes In this episode of the Protecting and Preserving Wealth Podcast, Jon Gay and Bruce Hosler discuss the importance of early financial lessons and their lasting impact. Bruce begins client relationships by asking them clients about their childhood money experiences, highlighting how these early lessons shape our financial behaviors. Today, we explore how different family dynamics influenceRead more

  Building a Tax-Free Future: 5 Major Benefits of the Roth 401(k) Most people are familiar with the traditional 401(k) retirement account.  It has become the de facto retirement-saving vehicle for millions of Americans.  At Hosler Wealth Management, we’re big fans of the traditional 401(k)’s tax-free cousin, the Roth 401(k). Like the better-known Roth IRA, the Roth 401(k) is a

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