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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!

 

Fixed insurance products and services offered by Professional Wealth Strategies.

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

 

 

 

  1. Since 1926, when dividends are factored in, the S&P has risen 72% of the time year-over-year. More than half the time (57%), the S&P posts gains of 10% or more.-CNBC, January 15, 2022

 

  1. The best-performing currency this year is the Russian Ruble. Strange but true. The ruble is up about 35% in 2022 and is at its strongest level vs. the US dollar since 2015.-Morning Brew, June 22, 2022

 

  1. Berkshire Hathaway snapped up $51 billion in stocks in the first quarter of 2022, more than any other three-month period in its history. Warren Buffett said, “Occasionally, Berkshire gets a chance to do something, and it’s not because we’re smart. It’s because we are sane.”-Forbes, May 17, 2022

 

  1. Airlines canceled 793,018 flights in North America in the first 23 weeks of the year, up 21% from the same period in pre-pandemic 2019.-Axios, June 23, 2022

 

  1. THE Ohio State University won its fight to trademark the word “THE.” The patent office initially denied the application, calling the word “merely decorative.” THE university fought back and won after three years.-DailyMail.com, June 24, 2022

 

  1. Since WWII, those who bought stocks the day the S&P 500 entered a bear market have made an average of 22.7% over the 12 months following their stock purchases.-MarketWatch, June 18, 2022

 

  1. “When they call the roll in the Senate, the senators do not know whether to answer ‘present’ or ‘not guilty.’”.-President Theodore Roosevelt

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