Jeff Diercks

An independent, boutique wealth management & financial planning firm focused on helping affluent families & business owners reach their financial goals.

[Jeff Diercks @InTrustAdvisors]

The Robots Are Coming… But That’s Not the Real Story When I Comes to Their Impact on Markets - InTrust Advisors https://t.co/04cdNc6ebd
#AI #Markets #Investing #FutureOfWork #MoneyFlow #BigPicture

[Jeff Diercks @InTrustAdvisors]

Should You Use a Trump Account? A Simple Guide - InTrust Advisors https://t.co/V7OAcGh4dE

[Jeff Diercks @InTrustAdvisors]

How Much Market Risk Is Too Much When Retirement Is 5-7 Years Away? - InTrust Advisors
https://t.co/05t5VUf5Ud

[Jeff Diercks @InTrustAdvisors]

Why Do Markets Keep Rising in a Weak Economy? | Financial Advisor Tampa Insights - InTrust Advisors https://t.co/hFlLYNnm2V

[Jeff Diercks @InTrustAdvisors]

Holiday Spending Tips: Celebrate Without Breaking the Bank | Financial Advisor Tampa - InTrust Advisors https://t.co/xMJqs2U7qj

[Jeff Diercks @InTrustAdvisors]

Holiday Spending Tips: Celebrate Without Breaking the Bank | Financial Advisor Tampa - InTrust Advisors https://t.co/xMJqs2U7qj

[Jeff Diercks @InTrustAdvisors]

Why Do Markets Keep Rising in a Weak Economy? | Financial Advisor Tampa Insights - InTrust Advisors https://t.co/hFlLYNnm2V

[Jeff Diercks @InTrustAdvisors]

Thankful Giving: Charitable Strategies for that foster thankfulness, generosity, and the financial joy of giving! https://t.co/G5ZnI8yiTj

[Geiger Capital @Geiger_Capital]

Liquor, Ladies and Leverage.

[Shay Boloor @StockSavvyShay]

Bears yelling ‘we’re overdue’ like we didn’t just survive 3 bear markets in the past 5 years

[Jeff Diercks @InTrustAdvisors]

@TrendSpider Cooked in 2026. Enjoy it while the market are bubbling up.

[Charlie Bilello @charliebilello]

What does sitting in cash cost you?

Sometimes nothing, when stocks are going down. This is particularly true during long bear markets.

But much more often, it’s costing you something, with that something increasing exponentially as the years go by.

Over one-year periods, the average cost of holding cash has been roughly 8%.

But over 30-year periods, this grows to more than 2,000%.

Video: https://t.co/mNvlmngsEK

[Jeff Diercks @InTrustAdvisors]

13 Scary Retirement Habits That Haunt Your Golden Years: Break Free with Expert Financial Planning in Tampa - InTrust Advisors
https://t.co/TfTavjH1b4

[Northstar @NorthstarCharts]

It all makes sense now...here's the backfilled recession 👇

[Northstar @NorthstarCharts]

This is as clear as I can make it 👇

[Jeff Diercks @InTrustAdvisors]

AI is smart. But YOU know your retirement dreams.

Try our 15-Minute Retirement Check-In—free, fast, and powered by the Milliman RISE Score.

📖 https://t.co/SzO57wWRIY
#RetirementPlanning #RISEScore #SmartRetirement #InTrustAdvisors #FinancialClarity

[Jeff Diercks @InTrustAdvisors]

OBBB 🇺🇸 New tax law = BIG win for retirees!
✅ $6K deduction for 65+
✅ Tax-free Social Security
✅ Smarter Roth conversions
Retire smarter. Keep more. 💰
📖 https://t.co/VRs6vfcNPh
#RetirementPlanning #TaxStrategy #RothConversion #InTrustAdvisors

[Otavio (Tavi) Costa @TaviCosta]

Meanwhile:

Miners are enjoying some of their best profit margins ever at these gold price.

Remarkably, many of these companies still trade as if gold were priced around $2,000.

A significant re-rating is likely still ahead of us, in my view.

[Michael A. Arouet @MichaelAArouet]

Never forget, this time it’s different

[Barchart @Barchart]

Home Sellers now outnumber Buyers by more than 500,000, the largest gap ever recorded 👀