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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. Over the last 30 years, the purchasing power of the U.S. consumer dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 840% after adjusting for inflation.-Charlie Bilello, March 20, 2024

 

  1. Since 1950, there have been 30 five-month streaks in the S&P 500, including the most recent one. Two of those five-month win streaks, the ones that ended in July of 2023 and March of 2024, are still too recent to collect 12-month performance data. In all but two of the prior 28 cases, the S&P 500 was higher 12 months later, with an average gain of 12.5% and a 93% win rate.-Yahoo!finance, April 4, 2024

 

  1. Workers are seeing a pay bump of 29% when switching from fully remote to fully in-office jobs.-USA Today, March 29, 2024

 

  1. -“The really frightening thing about middle age is the knowledge that you’ll grow out of it.”
    -Doris Day

 

  1. The Dow has done pretty well in total eclipse years. The DJIA has posted a positive year in 10 or 13 total eclipse years on the list from 1900 through 2017. The most breathtaking year for gains in that group was 1954 when the DOW rose 44%. Three other years had gains of 25% or higher: Up 30% in 1925, up 26.6% in 1945, and up 25.1% in 2017.
    -Detroit Free Press, April 3, 2024

 

  1. Nearly half of Fortune 500 companies, including Apple, Amazon, AT&T, Google, Pfizer, and Capital One, were founded by immigrants or children of immigrants.-Fast Company, July 26, 2018

 

  1. “Truth Social stock tanked so fast, they’re changing the name to Twitter.”
    -Jimmy Fallon
 

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

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