Joe Hagler, Financial Advisor

Joe Hagler, Financial Advisor Joe and his team provide a wide range of investment advisory, financial, insurance and employee bene Please see website for disclosures at www.artisancap.com

Joe and his team provide a wide range of investment advisory, financial, insurance and employee benefit planning services to individuals, businesses, and non-for-profit institutions throughout California and in other selected states where registered. Joe is an financial advisor with Artisan Capital Partners/Hagler Financial Services. With more than 30-years of experience he and his team work with

clients in designing investment and insurance strategies to address their financial affairs. Having entered the financial services industry in the mid-1980s, Joe has built a clientele that consists of individuals and businesses. His clients benefit from the broad array of services offered through his company. Joe’s extensive experience and industry knowledge enable him to effectively and consistently help clients manage, plan and execute cost effective financial and insurance programs to help accomplish their goals.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
07/14/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
07/07/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
06/30/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
06/23/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/16/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

This message provides a look at how variable rates of return impact investors over time.
06/09/2026

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
06/02/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
05/26/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Address

1420 E Chapman Avenue
Orange, CA
92866

Telephone

+17146330660

Website

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