Jim Yockey

Financial adviser and author of 3 books.

Securities offered through Cambridge Investment Research, Inc. member FINRA/SIPC.

[Jim Yockey @wisdom_fm]

Do you intend to change your investments in the next 90 days? Money isn't magic, it's what you do with it that is magic. Wisdom can lead you to that most important goal...growing your money while protecting principal.

https://t.co/MNZeU2vl4J

[Jim Yockey @wisdom_fm]

Wisdom Financial Management is on Instagram now! Give us a follow for insights into our team, services, and behind-the-scenes fun.

https://t.co/Nu9zRb6Qao
#Instagram #followus

[Jim Yockey @wisdom_fm]

Will your dream retirement become a reality? The answer might not be what you think. Learn more here. https://t.co/oG6kuwLPHl

[Jim Yockey @wisdom_fm]

Does it make more sense to push back #retirement, or not to retire at all? https://t.co/08IB4O278B

[Jim Yockey @wisdom_fm]

M0 is the total of all physical currency worldwide. What’s it look like? https://t.co/QldogBJInM

[Jim Yockey @wisdom_fm]

Social host laws may make you responsible for underage drinking in your home, even if you are away. https://t.co/Fv1vCpPCg0

[Jim Yockey @wisdom_fm]

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. https://t.co/fVAV43r47B

[Jim Yockey @wisdom_fm]

Are you worried about outliving your retirement savings? You are not alone. #RetirementSavings https://t.co/NvsAStSMxQ

[Jim Yockey @wisdom_fm]

What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds https://t.co/noCq4HiILj

[Jim Yockey @wisdom_fm]

Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit https://t.co/QMfo9EHbq1

[Jim Yockey @wisdom_fm]

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say? #CashFlow https://t.co/p6HV7cyN4J

[Jim Yockey @wisdom_fm]

Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement https://t.co/11R2VP8MH9

[Jim Yockey @wisdom_fm]

Consider preparing for 30 years in retirement. Are your assets ready? #IRAincome https://t.co/XiS5OKZobP

[Jim Yockey @wisdom_fm]

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs. https://t.co/WkXd1oBRlv

[Jim Yockey @wisdom_fm]

What will your family do if you can't earn an income? Here are steps you can take today. https://t.co/ftX0NtosKl

[Jim Yockey @wisdom_fm]

Wholesale prices unexpectedly declined 0.1% in February, providing some relief on inflation concerns as retail sales also fell 0.4% for the month. CNBC has the details. #inflation #retailsales #wholesaleprices https://t.co/AB06ueznSp

[Jim Yockey @wisdom_fm]

US to lower drug costs with inflation penalties on 27 drugs - a move that will benefit Medicare recipients and encourage companies to rethink their pricing strategies. Reuters has the details. #DrugCosts #Medicare #InflationReductionAct https://t.co/FhVlS1XrB8

[Jim Yockey @wisdom_fm]

Three tips for giving smart from the heart. https://t.co/b27ynyKqLO

[Jim Yockey @wisdom_fm]

Grab your favorite green shirt, and good spirit so the luck of the Irish will be with you! Happy St. Patrick's Day!

[Jim Yockey @wisdom_fm]

Marginal tax bracket and holding period affect capital gains taxes. Learn more. https://t.co/7gbmpJLFLf

[Jim Yockey @wisdom_fm]

Beware of tax hacks on social media, as they could lead to serious trouble with the IRS and hefty fines. CBS News has the story. #taxhacks #IRS #taxscams https://t.co/JHsC88kDsL