Jack Dvir - Financial Pointe

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

04/22/2026

Today on Yom Hazikaron (Israel’s Memorial Day) we take a short break from the finances to remember the human cost of war and protecting our values and the Holy Land. My father-in-law was killed in action during the 1973 Yom Kippur War, and every year we honor him, the soldiers and first responders who gave their lives, and the terror victims & their families. May their lives be a blessing.

04/14/2026

Taxes Done? Now, Let's Make 2026 Easier.
Take a deep breath—then take a proactive step! The best way to reduce stress (and taxes) next April is to act now.

Key 2026 tax moves based on the new OBBBA legislation:

Update your W-4 Withholding: With new tax brackets and higher standard deductions, now is the time to update your W-4 to avoid a massive refund (freezing your cash) or a surprise bill.
Max Out Retirement: Boost your 401(k) or IRA contributions now.
Review SALT Deductions: The State and Local Tax deduction cap has risen, offering potential savings if you itemize.
Standard Deduction: Higher for 2026 ($32,200 married/$16,100 single)
Charitable Giving: New 0.5% AGI floor on itemized deductions starting in 2026, making bunching donations or donating stock more attractive
Age 70.5+ qualified charitable distributions could be a better way
Organize Receipts: Start a 2026 digital folder now

Proactive planning = More money in your pocket.
Let’s talk about mapping out your 2026 plan.
** Double check every move with your tax advisor

04/06/2026

Welcome back from the holidays…
I’ve been watching the headlines about Iran closely, but the underlying market data tells the real story. 'Disruption' doesn't always mean 'destruction' for our portfolios. Definitely worth a read for anyone feeling the volatility right now