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"I have worked with John and PWSAZ for nineteen years. He and his staff are the quintessential professionals who have managed my assets wisely and well. It was most fortunate to become associated with PWSAZ, and I am grateful." Arlene Bathgate

This statement was provided on March 5, 2024 by Arlene Bathgate who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Welcome to Professional Wealth Strategies, a Tucson boutique advisory firm! Our mission is to help our clients prepare for their families' future by creating and implementing a comprehensive plan so they can stay on track, avoid costly mistakes, and simplify their lives.  

We are independent financial planners committed to the highest fiduciary standards. We opened our doors in 2003 after recognizing that Tucson needed a firm where the client's needs come first. Our clients include individuals, families, business owners, and trusts.

We develop a holistic financial plan based on the unique situation and needs of each client. This includes financial and investment advice, insurance, tax, and estate planning—all aspects of a sound financial plan.

Let us create your financial future together!

 

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Talking Points* - Interesting tidbits & quotes from Keynote Speaker & finance & economics forecaster, Mark Zinder:

 

  1. Since 1952, the S&P 500 alone has generated an average return of 7% during presidential election years. If you limit that to presidential election years in which the incumbent president is running for reelection, the average jumps to 12.2%.-CNN, May 7, 2024

 

  1. Since the bull market kicked off in October 2022, the S&P 500 has surged 48% in just 19 months. Since 1957, the average S&P 500 bull market has lasted 59.2 months and produced an average cumulative gain of 169.3% (annualized 28.7%).-MoneyShow, June 5, 2024, & Forbes, August 21, 2023

 

  1. A Harris poll last month showed that 56% of Americans think we’re in a recession.-Axios, May 23, 2024

 

  1. “Four hostile newspapers are more to be feared than a thousand bayonets.”-Napolean

 

  1. Warren Buffett’s Berkshire Hathaway is one of the world’s largest holders of Treasury Bills, which means Warren Buffet now owns 3% of the entire T-bill market.-Morning Brew, June 3, 2025

 

  1. Millionaires and billionaires in the U.S. are underpaying their taxes by more than $150 billion a year. Audits of taxpayers making more than $1 million a year fell by more than 80% over the past decade due to IRS budget cuts, while the number of taxpayers in that bracket jumped 50%.-CNBC, February 22, 2024

 

  1. Housekeepers in Palm Beach and South Florida are cleaning up, with salaries often topping $150,000 and bidding wars between mansion owners becoming common.-CNBC, May 23, 2024

*Talking points are for informational purposes only and are not investment recommendations. 

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