Market Updates
Latest Market Updates and Financial Insights for Informed Investing
Stay Informed with Weekly Market Updates from Taiber Kosmala
Access valuable financial insights with weekly market updates curated by Taiber Kosmala. Our reports provide a comprehensive analysis of market trends to help you stay informed and make thoughtful financial decisions. The updates offer general market commentary and information on economic conditions within Arizona and Nationally, aiming to give you a clearer perspective on the current financial landscape.
At J. Martin Wealth Management, we provide this information to enhance your understanding of market movements within Arizona and beyond. Please note that the content is for informational purposes only and should not be considered personalized investment advice. Always consult with your fiduciary financial advisor before making any investment or retirement decisions based on market updates.
WEEKLY MARKET REVIEW: TAIBER KOSMALA
Taiber Kosmala Weekly Update September 5th, 2025
Who is Phil Kosmala? Managing Partner of Taiber Kosmala.
Phillip J. Kosmala, Co-Founder of Taiber Kosmala & Associates, LLC, boasts over 25 years of experience in the investment consulting industry. Prior to co-founding the firm, he held several leadership positions at Lowery Asset Consulting, including Executive Vice President, Director of Manager Research, Chief Compliance Officer, and Chairman of the firm’s investment committee. In these roles, he oversaw investment consulting for a diverse range of clients and spearheaded manager research and capital markets research.
Previously, Phil served in senior research and investment consulting roles at DiMeo Schneider & Associates, LLC, where he was acting Chairman of the Investment Committee and Manager Research Director. His early career included four years with the Securities and Exchange Commission (SEC) as an auditor of money management firms and registered investment advisors, providing valuable experience for his subsequent roles in manager research & diligence and chief compliance.
Phil's insights have been featured in national media outlets, and he is a frequent speaker at industry conferences. He holds a bachelor's degree in finance from DePaul University, the CFA designation, and is a member of both the CFA Institute and the CFA Society of Chicago.
“Our belief is that by providing an engaging, rewarding, and collaborative professional environment where talented professionals focus objectively on each unique relationship, we will exceed client expectations and develop the successful long-term partnership all clients desire.”Joe Taiber & Phil Kosmala
MANAGING PARTNERS, TAIBER KOSMALA
Disclosure:
Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from thirdparty sources is believed to be reliable though its accuracy is not guaranteed, and J. Martin Wealth Management makes no representation or warranty as to the accuracy or completeness of the information, which should not be used as the basis of any investment decision. Information contained on third party websites that J. Martin Wealth Management may link to are not reviewed in their entirety for accuracy and J. Martin Wealth Management assumes no liability for the information contained on these websites. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from J. Martin Wealth Management. For more information about J. Martin Wealth Management, including our Form ADV brochures, please visit https://adviserinfo.sec.gov or contact us at 480-630-6177.