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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. Mining bitcoin requires users to solve complex mathematical equations using high-powered computer setups. The electricity consumption used in the process leaves an annual carbon footprint equal to the nation of New Zealand.-CNBC, February 22, 2021

 

  1. The average price of a used vehicle surged nearly 14% between January and December of 2020 — roughly 10 times the rate of inflation — to over $23,000.
    -Axios, February 25, 2021
     
  2. As of December 30, 2020, margin debt in the U.S. was a staggering $778 billion, 34% higher than the $679 billion amount a year earlier.- CNBC, February 23, 2020

 

  1. “There are three things that can predict a future bear market: Excessive optimism, the erosion of the fundamental foundation of the underlying securities, and excessive margin debt.” -Benjamin Graham

 

  1.  When analyzing how the S&P 500 performed under varying levels of core inflation, equities performed above average in an environment where core inflation was between 1% and 4%. -Morningstar, February 21, 2021

 

  1. Since Jeff Bezos took his company public in 1997, only one stock has outperformed amazon’s 38.4% annualized return: Monster Beverage, the energy drink company has risen 41.7% over the same period. A $1,000 investment in Hansen’s Natural Corp- what Monster was called in 1997- would be worth $3.9 million today.-Quartz, February 8, 2021

 

  1. “If it is a 10-minute speech, it takes me all of two weeks to prepare it; if it is a half-hour speech, it takes me a week; if I can talk as long as I want to, it requires no preparation at all. I am ready now.”-Woodrow Wilson
 

In The News

As seen in the local papers, Professional Wealth Strategies: A different type of wealth advisor

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