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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:

The first 15 days of July of this year marked the best two-week stretch for the S&P 500 since 1928.-MarketWatch, July 18, 2024

Growth stocks' outperformance versus Value is now at its highest level since 2000. What happened in the seven years following July 2000? Reversion to the mean. Growth stocks declined 27%, while Value stocks gained 84%.-Charlie Bilello, June 18, 2024

“Buying based purely on their past performance is one of the stupidest things an investor can do.”-Jack Bogle

In South Korea, an overworked “office robot” threw itself down a flight of stairs in an apparent suicide. The Gumi City Council announced the robot was found unresponsive, and witnesses say that before its fatal plunge, the robot was “circling in one spot as if something was there.”-Yahoo!News, June 26, 2024

The price of postage stamps went up for the second time this year and for the fifth time in 24 months. The 5-cent increase for First Class stamps ties the record for the biggest hike ever. However, adjusting for inflation, the price of a stamp has held fairly steady for the past 139 years.-Axios Markets, July 15, 2024

Two-thirds of the world’s population now live in countries where the birth rates have dropped below 2.1 babies per woman, which is the number needed to keep the population constant. Researchers now expect the global population to peak at about 9.5 billion people in 2061 and then start falling. That would be the first such global population decline since the Black Death in the Middle Ages.
-The Week

Vodka is our enemy, so we’ll utterly consume it.” -Russian Proverb

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