Jack Dvir - Financial Pointe

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

03/24/2026

An estimated 200 to 230 companies could go public this year, potentially raising up to $160 billion.
Expect to see moves in Software, Healthcare, and of course AI firms. Now more than ever, the individual investor has access to pre-IPO private companies. While it may not be appropriate for everyone and carries unique risks ⚠️, the opportunity is growing.
DM me if you would like to explore this area! ✨

03/17/2026

Finding a four-leaf clover is rare. ☘️ Finding a reliable financial strategy shouldn't be. This St. Patrick's Day, let’s make sure your portfolio is built on solid, ‘green’ investments—not just luck. 💼✨

03/17/2026

Making sense of the headlines. ⛽️

Between rising oil prices and the recent disappointing jobs report, there’s a lot of noise in the markets right now. It’s natural to feel a bit of "headline fatigue," but it's important to separate temporary shocks from lasting trends.
I’m sharing this piece because it highlights a key distinction: Volatility isn't a strategy signal. Even as the Fed navigates a tricky path between inflation and employment, staying focused on your long-term goals remains the smartest move.
Read the full insight here:

02/26/2026

I’ve been getting calls asking about the future of AI, effect of tariffs on our portfolios, and all the geopolitical uncertainty. It seems the landscape is changing every day. One thing that doesn’t change are principles for investing success, such as diversification. There’s safety in numbers. Watch this 4 min video to make sense of the recent news and add diversification with this burgeoning section of the market. How well diversified are you?

Recent market volatility has been driven by a mix of growing concerns: tariffs, artificial intelligence, and growing disturbances in private credit. With so ...