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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. Founders Steve Jobs, Steve Wozniak, and Ronald Wayne created Apple Computer on April 1, 1976. Soon after the company was formed, Wayne sold his 10% stake in the newly formed Apple back to Jobs and Wozniak for $800. On March 15th of this year, that 10% stake would have been valued at $267 billion.
    - Dave Manuel and Macrotrends

 

  1. Older office buildings still need to drop about 50% in price to make turning former workplaces into homes feasible for developers. Converting a nonviable office that is priced at the average current level will result in a $164 loss per square foot to around $154 per square foot, for the cost to be fully covered by the stream of discounted future revenues.
    -Morningstar, February 27, 2024

 

  1. Shelter is the primary reason why inflation remains elevated. It is the largest single component of CPI, representing over one-third of the index. Shelter CPI is a lagging indicator, only now reflecting the surge in housing inflation from 2021-2022, but with each passing month, we should be getting closer to the end of that lag. If we remove shelter from the index, CPI has increased only 1.5% over the last year which would be the 8th consecutive month below 2%.-St. Louis Fed, March 7, 2024 and Bilello.Blog, February 19, 2024

 

  1. Nearly 1 in 5 Americans rent storage space away from home. In the past five years, self-storage companies have added more than 265 million square feet of rentable space around the country.-MarketPlace, February 16, 2024

 

  1. “In individuals, insanity is rare, but in groups, parties, nations, and epochs, it is the rule.”-Friedrich Nietzsche

 

  1. All told, 74 percent of teens reported feeling “happy” when they do not have their smartphone with them, 72 percent said they feel peaceful, while 44 percent said anxious, 40 percent said upset and 39 percent said lonely. While phones do have some uses — teens said smartphones made it easier to pursue hobbies and to be creative — more said that smartphones make it harder to learn good social skills than easier. -Monica Anderson, Michelle Faverio and Eugenie Park, Pew Research Center

 

  1. “Nothing so undermines your financial judgment as the sight of your neighbor getting rich.”
    -J.P. Morgan
 

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

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