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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 the bull market kicked off in October 2022, the DOW has surged 48% in 19 months. Overall, bull market statistics since 1900 show the DJIA has a median gain of 97% over roughly two years. In the post-WWII era, the median was 100%, but over almost four years.-Forbes March 21, 2024 and TKer, June 2, 2024

 

  1. For the first time in history, chip stocks have taken the lead in the S&P 500, surpassing even the software sector in terms of weighting. -Morningstar, June 1, 2024

 

  1. Nvidia’s market cap is now over $1 trillion higher than all of the companies in the S&P 500 Energy sector…combined.-Charlie Bilello, May 30, 2024

 

  1. The International Energy Agency forecasts that by 2026, data centers globally will use an amount of energy per year equal to Japan’s electricity consumption.-Morning Brew, May 24, 2024

 

  1. In 1916, Jeannette Rankin was the first woman elected to Congress, roughly four years before women had the right to vote.-NationalConstitutionCenter, April 2, 2024

 

  1. The University of Main has developed the world’s largest and most powerful 3D printer. It can build a small house in 80 hours.-Interesting Engineering, May 9, 2024

 

  1. Speaking to Warren Buffett, Charlie Munger said, “If people weren’t so often wrong, we wouldn’t be so rich.”-Yahoo!Finance, June 12, 2024

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

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