Jack Dvir - Financial Pointe

08/19/2026

🎉 Happy 91st Birthday, Social Security! 🎂

Did you know that 91 years ago (on August 14, 1935), President Franklin D. Roosevelt signed the Social Security Act into law? It completely changed how we look at retirement by establishing a foundation of financial security for older Americans.

Have you had the discussion with a financial professional about your Social Security plan? You don't have to go at it alone. We have a ton of great resources designed to make those conversations smooth and simple. Thinking about your own future? Have you firmed up your own Social Security benefit strategy yet? Let's chat!

08/14/2026

Is your financial strategy solid? Or are you one wrong move away from a collapse?

August 14th is National Financial Planning Day, and it’s the perfect time to make sure your financial future isn't a game of Jenga.

At Financial Pointe, we specialize in complete financial planning, because the best plans are the ones that never tumble. Let’s connect and start building your unshakable foundation.

Which ‘block’ has you most concerned?

08/11/2026

My in-house research is pointing to expanding into international equities for long-term growth. 🌎 📊
In a recent interview on Bloomberg, our CIO at Kestra - Kara Murphy, broke down the key factors:
Valuation & Expectation Gap: While high expectations have made US tech stock reactions choppy, international markets—especially in Europe and Japan—present attractive valuations and rising earnings revisions.
Smart Diversification: Geopolitical shifts and supply chain adjustments mean spreading capital globally helps cushion portfolios against localized market disruptions.
US Economic Grounding: Despite persistent headlines around inflation, the underlying US economic foundation remain resilient, with strong labor market dynamics.
Watch the full interview on Bloomberg:

07/31/2026

Corporate earnings are off to a strong start, but what does that mean for your personal financial plan?
When headline numbers spike, I look at three core indicators for my clients:
Consumer spending and debt trends via bank reports.
Real cash flow vs. paper growth.
Smart corporate spending in tech and AI.
My job is to help you cut through the noise and stay focused on your personal goals.
Read the summary from Kestra Investment Management here: Q2 Earnings Update.
Have questions about your portfolio? Send me a message anytime!

07/07/2026

Estate planning mistakes 🤦are more common (and more expensive) than you think. Read the article, then DM me your estate planning questions and I’ll help you spot what to look out for. 🕵️

Learn more about the most common estate planning mistakes and get tips for avoiding them.

07/03/2026

Looking for some trivia to impress your friends at tomorrow's barbecue? 🍔
Did you know that the Declaration of Independence was actually adopted on July 2nd? John Hancock was one of the only people to actually sign it on the 4th of July! ✍️
Here are a few more mind-blowing facts to share over plates of burgers:
150 Million: The staggering number of hot dogs Americans will eat today.
Famous Laptop: Thomas Jefferson drafted the Declaration using a portable writing desk that fit on his lap—essentially an 18th-century “laptop.”
A Shared Fate: Former presidents (and rivals) John Adams and Thomas Jefferson both passed away exactly 50 years after the signing: July 4, 1826.
☕️ The Tea Tax: Great Britain lost its most valuable tax-producing colonies because of a 3-cent tax on a pound of tea. The 1773 Tea Act sparked the Boston Tea Party

Happy Independence Day, everyone! Stay safe, enjoy the fireworks, and let me know in the comments: how many hot dogs are you eating today? 🎆 ✨

06/09/2026

Ever wonder if AI is going to take over your job?
I recently heard some great insight from Kara Murphy (CIO at Kestra Investment Management) about the future of the workforce.
Her take? Don't panic. She compares it to the evolution we’ve seen in fields like radiology—everyone thought AI would take those jobs, but instead, it just changed how the work is actually done.
The bottom line is that AI is going to be a huge part of our future, but it’s more about a "sea change" in how we perform our tasks than a total replacement of people. It’s all about working smarter, not being replaced!
What’s your take? Are you using AI in your day-to-day yet?
https://www.youtube.com/watch?v=50AUxMMdboE&t=3007s

05/22/2026

05/11/2026

Just returned from Gold & Silver Leaders conference at Dove Mountain, Tucson, AZ, where we learned how to elevate the experience for clients, nail the fundamentals, and prioritize continuous improvement.

05/01/2026

Happy May Day 🌸
⛽️ Higher prices at the pump have everyone talking, but what does it really mean for your portfolio?
It’s easy to get distracted by the headlines, but the latest data from Kestra Investment Management suggests there are plenty of reasons to stay "cautiously optimistic" for the remainder of 2026.
What you need to know: ✅ The "Rotation" is Real: Investors are moving beyond just "Big Tech," creating a healthier, more broad-based market. ✅ Manufacturing Rebound: Activity is picking up, supported by new orders and production. ✅ Focus on Fundamentals: April has already shown signs of a sharp rebound as earnings strength outshines geopolitical noise.
Markets move fast, but long-term success often comes from looking past the immediate volatility and staying focused on the big picture.
Check out the full breakdown of the Q1 performance and what to watch for next here: https://www.kestraim.com/portal/market-insights/mim-cautiously-optimistic-for-2026-portal