Tag: Financial News & Commentary

3
Mar

The American Jobs Plan and Proposed Tax Policy

The American Jobs Plan and Proposed Tax Policy On March 31, 2021, President Biden introduced the American Jobs Plan, a proposal designed to improve the country’s aging infrastructure. In total, the plan will invest more than $2 trillion over the next decade. The specific provisions of the proposal will likely change prior to making its way to Congress and will

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31
Dec

Financial Market Quarterly Commentary | December 2020

Presented by Bruce Hosler Financial Market Quarterly Highlights, Q4 2020 Domestic and international markets finished the month, quarter, and year with positive results. The start of the public vaccination process was a positive development for the coronavirus crisis. Economic data was mixed heading into year-end, but the stimulus bill and public health progress should help support growth moving forward. Strong

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17
Nov

Sonoran Living ABC15 – Bruce Hosler’s interview about the “Secure Act”

Bruce Hosler, Founder and Principal of Hosler Wealth Management LLC., shares with viewers how the "Secure Act" has done away with the "Stretch IRA." The "Secure Act" killed the ability of IRA beneficiaries to take required minimum distributions over their remaining life expectancy period. In addition to our analysis of the most significant changes of the Secure Act, Bruce speaks
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30
Sep

Financial Market Quarterly Commentary | September 2020

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

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30
Jun

Financial Market Quarterly Commentary | June 2020

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

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3
Feb

New Tax Laws for 2020 and 2019 SECURE Act

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

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