Treece Financial Group, Inc.

(on biscayne boulevard)
Financial and Investment Services in Miami, FL
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

10800 Biscayne Boulevard
Miami, FL
33161

About

Financial planning that fits the flow of your life
We are committed to helping protect and promote the well-being of your entire financial portfolio—including investments, insurances, income planning, taxes, beneficiaries, emergency document retrieval, information security, estate planning, accounting, and issues related to health and wellness.
For 20 years, our clients have trusted us to look out for their best interests.

Photos

Treece Financial Group, Inc. Photo Treece Financial Group, Inc. Photo Treece Financial Group, Inc. Photo Treece Financial Group, Inc. Photo Treece Financial Group, Inc. Photo Treece Financial Group, Inc. Photo Treece Financial Group, Inc. Photo

Services

  • Financial Coaching and Advocacy
  • Extensive Referral Network
  • Emergency Document Retrieval Service
  • Long Term Healthcare Solutions
  • Estate Planning

Latest

TUE, OCT 6 AT 10:00 AM EDT Treece Talk: The Market Keeps A' Spinning
This Monthly Recap summarizes market performance, major events and news from September and Q3 2020. Read more here: https://bit.ly/34e8ieV
Learn how to #BeCyberSmart and protect yourself by participating in National Cybersecurity Awareness Month. Visit https://www.cisa.gov/ncsam to learn more.
4Q Economic Outlook
#TrendingTopic #TrumpTaxReturns MARKETWATCH.COM 5 key takeaways from the report on Trump’s tax returns
TUE, SEP 29 Treece Talk: 4Q Outlook—What Else Could 2020 Bring Us?
MON, NOV 30 AT 7:00 PM EST Queer Money Talks: QNews Tonight Mondays
MON, NOV 23 AT 7:00 PM EST Queer Money Talks: QNews Tonight Mondays
MON, NOV 16 AT 7:00 PM EST Queer Money Talks: QNews Tonight Mondays
MON, NOV 9 AT 7:00 PM EST Queer Money Talks: QNews Tonight Mondays
MON, NOV 2 AT 7:00 PM EST Queer Money Talks: QNews Tonight Mondays
MON, OCT 26 AT 7:00 PM EDT Queer Money Talks: QNews Tonight Mondays
TUE, OCT 20 AT 10:00 AM EDT Treece Talk: Trump vs. Biden — Do Markets Care Who Wins?
#GetSmartAboutCreditDay is the perfect day to check your credit health and get #FiscaleFit! #BeYourOwnCFO #MoneyMuscle #GetYourAssetsMoving #FinancialStrength #TreeceFinancial #TeamTreece #FinancialCoach #CrushYourFinancialGoals #AdviceWorks #410kOptimizer #Everplans #GoPro #MoneyGuidePro #MorningStar #VectorVest https://www.treecefinancialgroup.com/fiscalefit TREECEFINANCIALGROUP.COM FiscaleFit
A recent study, focused on how the pandemic is impacting retirement confidence levels among men and women, found that women may be disproportionately impacted when it comes to retirement security. Check out the latest issue of Financial Watch: http://bit.ly/financialwatch-oct2020
Read report now at https://www.treecefinancialgroup.com/blog/trump-vs-biden-do-markets-care-who-wins The latest commentary from Cetera Investment Management covers the path to electoral victory for both candidates, the chances of a delayed result, and examines historical stock market returns during post-WWII 4-year presidential cycles. They also provide an election night refresher on the Electoral College. Get your popcorn ready, the final stretch of election season is here! #trumpvsbiden #election2020 #treecetalk #trendingtopic #ElectoralCollege #election #treecefinancial
It’s #GetSmartAboutCreditDay—it’s a great time to look at your credit score and see if you’re on track with your financial goals, as well as review your credit history to ensure there are no errors. LENDINGTREE.COM 8 Healthy Credit Habits You Need to Start Practicing Today | LendingTree
Trump vs Biden. Do markets care who wins? @ceteraIM covers the path to electoral victory for both candidates and look at historical stock market returns during post-WWII 4-year presidential cycles in this latest commentary: https://bit.ly/31nO69V
TUE, OCT 27 AT 10:00 AM EDT Treece Talk: Trick or Treat? Unmasking the Latest Economic Reports
A weekly webinar co-presented with Lambda Living | Jewish Community Services
Treece Talk: Tuesday, November 3rd @ 10 a.m. Polls, Predictions, and Market Perspectives https://www.facebook.com/events/344937663271476
TUE, NOV 3 AT 10:00 AM EST Treece Talk: Polls, Projections, and Market Perspectives
Trick or Treat! Unmasking the Latest Economic Data
"If it's Tuesday, it must be time for Treece Talk!" Join us on Facebook Live at 10 for #DavidTreece's analysis of the latest economic data including jobless claims, housing starts, existing home sales, and the index of leading economic indicators. #Septembereconomicdata #economicdata #economicreports #housingstarts #existinghomesales #joblessclaims #leadingeconomicindicators #treecefinancial #financialanalysis #financialinsights
#Markets have their worst day in a month on #Covid concerns, #stimulus plan pessimism, and #election2020 uncertainty. Please check out this latest commentary: https://bit.ly/34tPNnW #economy #stockmarket
Voter turnout for a U.S. presidential election was the highest in modern history. The latest commentary from @CeteraIM discusses the election uncertainty, potential outcomes, and investment implications. Read more @ https://bit.ly/2Gt4sqp #economy #markets #stocks #election2020
Biden’s Race to Lose. U.S. stocks opened sharply higher even as no clear winner for the White House has yet emerged. The VIX volatility index fell as much as 14% as it appears no Democratic blue sweep has occurred, as markets generally prefer a politically gridlocked federal government. Candidate Joe Biden’s lead in Michigan has widened, while his Electoral College tally remains at 238 to Trump’s 213. #Election2020 #trumpvsbiden #stockmarket https://www.cnbc.com/2020/11/03/stock-futures-open-flat-after-tuesdays-rally-as-traders-await-us-election-results.html CNBC.COM Dow rallies 800 points amid tight election race, tech rally pushes Nasdaq up 4.5%
As you give thanks for your blessings this #Thanksgiving, take time to selflessly share your love, and abundance with others who would accept it with gratitude. #TurkeyTalk #TreeceFinancial #TheWealthofGiving
Financial Advisor David Treece offers his analysis of the day in relation to today's Presidential election.
This Monthly Recap summarizes market performance, major events and news from October 2020. Read more here: https://bit.ly/384tBD7
FOX4NOW.COM Cetera
Very excited about my (@cbnation.co) CEO Blog Nation - CBNation.co podcast appearance. To offer my best #CEOhacks for #ceocoaching #businessadvice #businessownership #entrepreneurshipeducation covering topics in the #financialservicesindustry #financialadvice #financialplanningmonth Hope you enjoy the content, click the link and it will take you to the page with my podcast episode! IAMCEO.CO IAM819- Accredited Investment Fiduciary Helps in Financial Planning - I AM CEO Community
I am looking forward to introducing you to our new My Best Life Club online community and sharing how it expands Treece Financial Group's mission to help you live your best life! #MyBestLifeClub #LiveYourBestLife #LiveConnected #LiveHealthy #LiveSecure #OnlineOasis #ActiveAging #OlderAdults #retirement #retirementplanning #retirementgoals #MyRedstring https://www.facebook.com/events/1720469878127409 TUE, NOV 17 AT 10:00 AM EST Treece Talk: Holistic Planning Beyond Financial Health
TUE, NOV 17 AT 10:00 AM EST Treece Talk: Holistic Planning Beyond Financial Health
No matter what you plan to spend this holiday season, time spent planning ahead is time well spent.
Legistlative Limbo: How to Navigate Changes Affecting Retirement Plans
What would replace the AFFORDABLE CARE ACT? Legislation Limbo: Tune in tonight at 7 for insights from Financial Advisor David Treece. https://www.facebook.com/events/798135654317300 #LegislativeLimbo #Congress #RetirementPlanning #SocialSecurity #ACA #AffordableCareAct #Money #FinancialPlanning #Finances #TreeceFinancial #BrockwayMemorialLibrary #MiamiShores #DavidTreece THU, NOV 12 Legislative Limbo: How to Navigate Changes Affecting Retirement Plans
My Best Life Club: Treece Financial Group's virtual neighborhood for active agers and their families https://mybestlifeclub.com/ You're invited to a first-look preview of this free and easy-to-navigate digital neighborhood where you can widen your social circle, share your interests, discover new ones, and find fully vetted and reliable professional and healthcare resources to help you live your best life — no matter your age!
Thanksgiving also has important economic significance...tune in next Tuesday at 10 a.m. to find out how. #TreeceTalk #StockMarket #money #investingnews #COVID19 #turkeytime #Thanksgiving2020 #blackfriday2020 https://www.facebook.com/events/1020569888415050 TUE, NOV 24 AT 10:00 AM EST Treece Talks Turkey: The Thanksgving Economy
TUE, NOV 24 AT 10:00 AM EST Treece Talks Turkey: The Thanksgving Economy
The COVID-19 pandemic has taken a toll on many U.S. households. However, there are important steps you can take to regain control of your financial future. Check out the latest issue of Financial Watch: https://bit.ly/financialwatch-nov2020
My Best Life Club: Treece Financial Group's virtual neighborhood for active agers and their families My Best Life Club online community is an extension of David’s decades-long commitment of helping individuals prepare for unexpected financial, emotional, legal, and caregiving transitions in retirement and end-of-life years. You're invited to a first-look preview of this free and easy-to-navigate digital neighborhood where you can widen your social circle, share your interests, discover new ones, and find fully vetted and reliable professional and healthcare resources to help you live your best life — no matter your age!
Fa la la la Local! In South Florida, locals have nature’s seasonal gifts of sun and warmth throughout the winter months that help produce an abundance of fresh, locally grown veggies and fruits. #MyBestLifeClub #MyBestLife #OnlineOasis #LiveConnected #LiveHealthy #LiveSecure #ActiveAging #AgingWell #AgingBolder #COVIDHolidays, #HealthyHolidays, #Covid19 #HolidayTips #StaySafe #RewrappingTheHolidays #NewTraditions #FamilyFirst #Thanksgiving2020 #Hanukkah2020 #Christmas2020 #HolidayBaking #HolidayCooking #FamilyMealsMovement #FoodTrends #HolidayTakeout #GhostKitchen #HolidayEats #Homemade #HolidayMenu #ChristmasDinner #Cooking #Recipe #eatlocal https://myredstring.com/extMyArticle.php?eid=376e9b38&aid=108845 MYREDSTRING.COM Holiday Food Trends: Celebrating with Smaller Tables and Healthier Flavors
“If you have a favorite independent restaurant, the holidays are a perfect time to support their takeout business.” #MyBestLifeClub #MyBestLife #OnlineOasis #LiveConnected #LiveHealthy #LiveSecure #ActiveAging #AgingWell #AgingBolder #COVIDHolidays, #HealthyHolidays, #Covid19 #HolidayTips #StaySafe #RewrappingTheHolidays #NewTraditions #FamilyFirst #Thanksgiving2020 #Hanukkah2020 #Christmas2020 #HolidayBaking #HolidayCooking #FamilyMealsMovement #FoodTrends #HolidayTakeout #GhostKitchen #HolidayEats #Homemade #HolidayMenu #ChristmasDinner #Cooking #Recipe #EatLocal https://myredstring.com/extMyArticle.php?eid=376e9b38&aid=108845 MYREDSTRING.COM Holiday Food Trends: Celebrating with Smaller Tables and Healthier Flavors
A Thanksgiving Prayer By A. Powell Davies For the rest and renewal of the nighttime And the freshness of the morning; for the ever-changing loveliness of earth and sky; for the joy of human fellowship, and work to do; for all the ventures and endeavors in which we depend upon each other; for the greatness of our heritage and the inspiration of so many who have gone before us; for those who from earliest times fought back ignorance and fear; for the slow garnering of all enlightenment; for the values that we take for granted, and for so much goodness in our common daily life—for all these, we are thankful. Sending a world of blessings to you and your loved ones this Thanksgiving
While celebrating in 2020 may be difficult for some, the year-end holiday season is full of joy, gratitude, giving, caring for, and spending time for those we love. This season, perhaps more than ever, let us be focused on hope. https://myredstring.com/extMyArticle.php?eid=376e9b38&aid=108839 #MyBestLifeClub #MyBestLife #OnlineOasis #LiveConnected #LiveHealthy #LiveSecure #ActiveAging #AgingWell #AgingBolder #COVIDHolidays, #HealthyHolidays, #Covid19 #HolidayTips #TravelTips #FlyingTips #StaySafe #SocialDistancing #RewrappingTheHolidays #NewTraditions #FamilyFirst #Thanksgiving2020 #VirtualDinner #Zoom
Takeout for Two, Please! Since you may not be preparing a holiday dinner to feed a large extended family, why not order something luxurious just for yourself? https://myredstring.com/extMyArticle.php?eid=376e9b38&aid=108845 #MyBestLifeClub #MyBestLife #OnlineOasis #LiveConnected #LiveHealthy #LiveSecure #ActiveAging #AgingWell #AgingBolder #COVIDHolidays, #HealthyHolidays, #Covid19 #HolidayTips #StaySafe #RewrappingTheHolidays #NewTraditions #FamilyFirst #Thanksgiving2020 #Hanukkah2020 #Christmas2020 #HolidayBaking #HolidayCooking #FamilyMealsMovement #FoodTrends #HolidayTakeout #GhostKitchen #HolidayEats #Homemade #HolidayMenu #ChristmasDinner #Cooking #Recipe #EatLocal
https://myredstring.com/extMyArticle.php?eid=376e9b38&aid=108857 This year first responders defined the role of heroes and have proven time and again that without their support and infrastructure, American towns and cities would be left in chaos. #MyBestLifeClub #MyBestLife #OnlineOasis #LiveConnected #LiveHealthy #LiveSecure #ActiveAging #AgingWell #AgingBolder #COVIDHolidays #HealthyHolidays #Covid19 #HolidayTips #StaySafe #RewrappingTheHolidays #NewTraditions #firstresponders #healthcareworkers #nurses #volunteers #NYPD #DanburyHospital #MillwoodFire #ThankYou #HolidayHeroes
This Monthly Recap summarizes market performance, major events and news from November 2020. Read more here: https://bit.ly/3odtlXd
#WorldAIDSDay2020 NEXTAVENUE.ORG Still Here, Still Positive
Tune in at 10 a.m. today to catch my take on the latest market news! https://www.facebook.com/events/409452377142590 TUE, DEC 1 Treece Talk: Market Updates & Analysis
Phony Contact Tracer Scam Alert: Real contact tracers won’t ask you for money. Don't fall for it! Learn more ways to keep yourself safe here... #TreeceTips #FTC #StaySafe #StopFraud #COVID19 #ScamAlert #ContactTracerScam #EmailScam #PhoneScam TREECEFINANCIALGROUP.COM Scam Alert: Don't Fall for Phony Contact Tracers
The latest issue of Retire Wise covers 3 tax-smart ways to help family members in need pay for college and provides helpful information to avoid phony COVID-19 contact tracer scams. Read more here: https://bit.ly/retirewise-dec20
MON, DEC 21 AT 7:00 PM EST LGBTQ Money Talks: QNews Tonight Mondays
MON, DEC 14 AT 7:00 PM EST LGBTQ Money Talks: QNews Tonight Mondays
My Best Life Club: Treece Financial Group's virtual neighborhood for active agers and their families https://mybestlifeclub.com/ You're invited to a first-look preview of this free and easy-to-navigate digital neighborhood where you can widen your social circle, share your interests, discover new ones, and find fully vetted and reliable professional and healthcare resources to help you live your best life — no matter your age!
Welcome to Treece Talk's weekly financial and market update from Financial Planner David Treece
Connect in My Best Life Club's online community to discover ways to "rewrap the holidays" with new traditions amidst COVID! Join for free here: https://myredstring.com/mybestlifeclub/joinCommunity.php
Burning bright. Burning out. “More healthcare workers are testing positive therefore staying home to quarantine which leaves our patients with less care. That coupled with the burnout already being experienced by providers does not offer a hopeful holiday season. I for one am hoping for some reasonable reprieve.” #AndreaJowdy #HalosinHealthcare https://myredstring.com/extMyArticle.php?eid=376e9b38&aid=108857 #MyBestLifeClub #MyBestLife #OnlineOasis #LiveConnected #LiveHealthy #LiveSecure #COVIDHolidays #HealthyHolidays #Covid19 #HolidayTips #StaySafe #RewrappingTheHolidays #NewTraditions #firstresponders #healthcareworkers #nurses #volunteers #NYPD #DanburyHospital #MillwoodFire #ThankYou
#GivetotheGivers Write a note, say thank you, make a donation, smile — you may never know their name and they may never know yours, but if the time ever comes that you need saving — they will be there. https://myredstring.com/extMyArticle.php?eid=376e9b38&aid=108857 #MyBestLifeClub #MyBestLife #OnlineOasis #LiveConnected #LiveHealthy #LiveSecure #COVIDHolidays #HealthyHolidays #Covid19 #HolidayTips #StaySafe #RewrappingTheHolidays #NewTraditions #firstresponders #healthcareworkers #nurses #volunteers #HalosinHealthcare #NYPD #DanburyHospital #MillwoodFire #ThankYou
Your immigration status doesn’t matter for contact tracing, so real tracers won’t ask. Don't fall for it! Learn more ways to keep yourself safe here... #TreeceTips #FTC #StaySafe #StopFraud #COVID19 #ScamAlert #ContactTracerScam #EmailScam #PhoneScam TREECEFINANCIALGROUP.COM Scam Alert: Don't Fall for Phony Contact Tracers
TUE, DEC 22 AT 10:00 AM EST Treece Talk: Turning Toward Hope in 2021
Sharpen your pencils, it's time for @ceteraIM's 2021 #Outlook! The #economy will be going off to college and won't be getting as much financial support in 2021. Read the full 2021 Market Outlook here: https://bit.ly/2KAGVpe
Congrats on the nomination to our community program partner, Cindy Brown of #LambdaLiving #JCS! Best of luck! #FacesofPride #MiamiBeachPride Cindy Brown is with Tiffany T Fantasia and 6 others. December 17 at 12:13 PM · Hi Everyone I'm a FINALIST for Faces of Pride! It's a national ambassadorship designed to create change, and inspire activism in the LGBTQ Community. The winner will be announced on Dec 19th during the free virtual @MiamiBeachPride QUEER-A-THON Variety Show & Silent Auction LIVE on Facebook and streaming from their website, wwww.miamibeachpride.com starting at 7PM! Tune in to see if I will be one of the winners! Thank you @drbrandt for this incredible opportunity! #FacesOfPride #PreservePride" 😃😃
The latest issue of Financial Watch reviews 5 of the most important financial lessons learned this year, and actions you can take as you plan for the new year. Read more: https://bit.ly/financialwatch-dec2020
ADRCBROWARD.ORG Area Agency on Aging Broward County | Home My Best Life Club December 17 at 7:57 AM · #MyBestLifeClub welcomes #FoundingPROPartner The Area Agency on Aging Broward County! Interested in joining our active aging virtual community? Learn how here: https://mybestlifeclub.com/ #B2C #B2B #ReinvisioningBusinessRelationships #BeVisible #BeReferred #BeBold #AAA #ADRC #AreaAgencyonAging #Broward #AgingResources #DisabilityResources
My Best Life Club December 17 at 7:57 AM · #MyBestLifeClub welcomes #FoundingPROPartner The Area Agency on Aging Broward County! Interested in joining our active aging virtual community? Learn how here: https://mybestlifeclub.com/ #B2C #B2B #ReinvisioningBusinessRelationships #BeVisible #BeReferred #BeBold #AAA #ADRC #AreaAgencyonAging #Broward #AgingResources #DisabilityResources
Legitimate contact tracers will never ask for your Social Security number. Don't fall for it! Learn more ways to keep yourself safe here... #TreeceTips #FTC #StaySafe #StopFraud #COVID19 #ScamAlert #ContactTracerScam #EmailScam #PhoneScam #SocialSecurityScam TREECEFINANCIALGROUP.COM Scam Alert: Don't Fall for Phony Contact Tracers
#ForeverGifts It’s the most wonderful time of the year (to plan your legacy) ... give your family the gift of advance planning this holiday season! Learn how at My Best Life Club...https://myredstring.com/mybestlifeclub/joinCommunity.php #KeepingMemoriesAlive #RewrappingtheHolidays #COVIDChristmas #Christmas2020 #HappyHolidays
Why a COVID-friendly Christmas could be exactly what you need ... #COVIDChristmas #MerryChristmas2020 #HappyHolidays #CollectiveEffervescense #PositivePowerOfRitual INVERSE.COM The psychological reason why celebrating Christmas is essential for your well-being
Another Stimulus Delay? U.S. stocks opened higher after three days of selling despite President Trump’s urging to Congress to make several changes to the $892B bipartisan stimulus package. Key among his requested changes, Trump called for $2,000 payments for individuals instead of $600 checks, a sentiment that House Speaker Pelosi agreed with. Investors are also digesting a flurry of economic data today as tomorrow’s data releases were unusually moved up to today due to the holiday-shortened week. CNN.COM Here's what Trump's attempt to upend the stimulus deal means
What has your holiday shopping experience been like this year? VISUALCAPITALIST.COM A Very COVID Christmas: The Pandemic’s Impact on Festive Spending
How will you say goodbye to 2020?
2021 may be eagerly awaited, but it remains uncharted territory for most of us. After an overall sense of imbalance and loss from the year that wasn’t, you can find solace in the fact that the new year gives you a clean slate to achieve a balanced outlook despite the world around you. Join My Best Life Club to read more and start anew! https://myredstring.com/mybestlifeclub/joinCommunity.php #HappyNewYear2021 #NewYearEvolutions #Resolutions #Goals #MyBestLife #MyBestLifeClub #LiveConnected #LiveHealthy #LiveSecure
Legitimate contact tracers will never ask for your Social Security number. Don't fall for it! Learn more ways to keep yourself safe here... #TreeceTips #FTC #StaySafe #StopFraud #COVID19 #ScamAlert #ContactTracerScam #EmailScam #PhoneScam #SocialSecurityScam TREECEFINANCIALGROUP.COM Scam Alert: Don't Fall for Phony Contact Tracers
#ForeverGifts It’s the most wonderful time of the year (to plan your legacy) ... give your family the gift of advance planning this holiday season! Learn how at My Best Life Club...https://myredstring.com/mybestlifeclub/joinCommunity.php #KeepingMemoriesAlive #RewrappingtheHolidays #COVIDChristmas #Christmas2020 #HappyHolidays
Why a COVID-friendly Christmas could be exactly what you need ... #COVIDChristmas #MerryChristmas2020 #HappyHolidays #CollectiveEffervescense #PositivePowerOfRitual INVERSE.COM The psychological reason why celebrating Christmas is essential for your well-being
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz #economy #markets #stocks #election2020
#Markets have had an impressive run since March 2020 lows. Rising headwinds could cause a correction. Planning ahead and being prepared is important. Check out the latest commentary from Cetera Investment Management: https://bit.ly/2MyxM1n #economy #stockmarket #correction
This Quarterly Recap summarizes market performance, major events and news from Q4 2020. Read more here: https://bit.ly/355Mbs3
Make 2021 the year you focus on financial clarity ... #NewYearResolutions #Goals #MillenialMoney #FiscaleFit #CrunchYourNumbers #FlexYourMoneyMuscle #IAmMyOwnCFO YAHOO.COM Millennial Money: 3 vague financial resolutions to avoid
How will you say goodbye to 2020?
2021 may be eagerly awaited, but it remains uncharted territory for most of us. After an overall sense of imbalance and loss from the year that wasn’t, you can find solace in the fact that the new year gives you a clean slate to achieve a balanced outlook despite the world around you. Join My Best Life Club to read more and start anew! https://myredstring.com/mybestlifeclub/joinCommunity.php #HappyNewYear2021 #NewYearEvolutions #Resolutions #Goals #MyBestLife #MyBestLifeClub #LiveConnected #LiveHealthy #LiveSecure
Stocks Open Flat. U.S. stocks are little changed as investors digest elevated Treasury rates and political uncertainty against a backdrop of tame inflation. With just seven days until the January inauguration, Congressional House members are set to vote on a historic second impeachment of President Trump. Meanwhile, Operation Warp Speed Chief Moncef Slaoui tendered his resignation at President-elect Biden’s request.
Miss this morning's #TreeceTalk market updates? View it here! #marketcommentary #stockmarketupdate #Businessforgood #LambdaLiving #JCSsouthflorida #MyBestLifeClub #MyBestLife Treece Financial Group, Inc was live. Yesterday at 9:58 AM · TREECE TALK | 1.12.21� The Dance Between�Politics & The Markets
TUE, FEB 23 AT 10:00 AM EST Treece Talk: Market & Money News You Need Now
TUE, FEB 16 AT 10:00 AM EST Treece Talk: Market & Money News You Need Now
2021 may be eagerly awaited, but it remains uncharted territory for most of us. After an overall sense of imbalance and loss from the year that wasn’t, you can find solace in the fact that the new year gives you a clean slate to achieve a balanced outlook despite the world around you. Join My Best Life Club to read more and start anew! https://myredstring.com/mybestlifeclub/joinCommunity.php #HappyNewYear2021 #NewYearEvolutions #Resolutions #Goals #MyBestLife #MyBestLifeClub #LiveConnected #LiveHealthy #LiveSecure
#wordsmatter #CapitolRiot
Treece Talk: 1.19.21
Tune in Tuesday at 10 a.m.: New Administration. New Agenda. New Direction for the Market? #TreeceTalk #marketcommentary #stockmarketupdate #inauguration2021 TUE, JAN 19 Treece Talk: New Administration. New Agenda. New Direction for the Market?
Equities Weaken. U.S. stocks are trading lower after President-elect Joe Biden laid out plans last night to ask Congress to approve his $1.9 trillion stimulus package dubbed the American Rescue Plan. The proposal includes augmented unemployment benefits through September, $1,400 direct payments to most Americans, and raises the federal minimum wage to $15/hour. Meanwhile, investors are weighing mostly disappointing economic data ahead of the extended holiday weekend. Markets are closed Monday, observing Martin Luther King, Jr. Day.
2021 may be eagerly awaited, but it remains uncharted territory for most of us. After an overall sense of imbalance and loss from the year that wasn’t, you can find solace in the fact that the new year gives you a clean slate to achieve a balanced outlook despite the world around you. Join My Best Life Club to read more and start anew! https://myredstring.com/mybestlifeclub/joinCommunity.php #HappyNewYear2021 #NewYearEvolutions #Resolutions #Goals #MyBestLife #MyBestLifeClub #LiveConnected #LiveHealthy #LiveSecure
As many Americans learned in 2020, emergency savings can provide a much-needed lifeline during periods of crisis or uncertainty. Adequate cash reserves can be critical for helping you stay on track during turbulent times by preventing... TREECEFINANCIALGROUP.COM 4 Steps for Strengthening Your Financial Safety Net in 2021
Say what? So what? Now what? Find out what's what on Treece Talk Tuesday at 10 a.m. #TreeceTalk #TreeceFinancial #FinancialConfidence #Finance101 #FinanceAdvice #WealthTips TUE, JAN 26 AT 10:00 AM EST Treece Talk: Market & Money News You Need Now
Tech Optimism Builds. U.S. stocks opened mixed as investors brace for the busiest week of the fourth quarter earnings season with around 20% of S&P 500 companies reporting results. Nasdaq 100 tech stocks are extending last week’s 4.4% advance, spurred by a resurgence of the stay-at-home theme. Meanwhile, the fourth leading vaccine contender has ended plans to develop a COVID-19 vaccine due to disappointing trial results. The news is unfortunate as the availability of existing supplies of approved vaccine is constrained.
Equities Backpedal. U.S. stocks are pulling back from record highs after a pair of tech heavyweights stumbled on disappointing earnings released after the close yesterday. Investors also bemoaned the slow vaccine rollout as only 17.5 million doses of the 38 million distributed to states have been administered. British Prime Minister Boris Johnson said the U.K.’s third round of viral-based lockdowns may last into the summer. Meanwhile, President Biden said he may invoke the wartime-based Defense Production Act to speed up vaccine production.
Inaugural Rally Day 2. The S&P 500 opened higher after finishing at a new record yesterday, posting its best first-day inauguration rally since at least 1937. Global equities are responding with solid Asia-based gains, sending the MSCI All-Country World Index to a new intra-day all-time high. President Biden is signing 10 additional executive orders today, all aimed at combating the coronavirus. Overseas, Europe’s central bank president Christine Lagarde continued to warn over COVID-19 risks to the economy after ECB policymakers voted to hold stimulus measures steady.
2021 may be eagerly awaited, but it remains uncharted territory for most of us. After an overall sense of imbalance and loss from the year that wasn’t, you can find solace in the fact that the new year gives you a clean slate to achieve a balanced outlook despite the world around you. Join My Best Life Club to read more and start anew! https://myredstring.com/mybestlifeclub/joinCommunity.php #HappyNewYear2021 #NewYearEvolutions #Resolutions #Goals #MyBestLife #MyBestLifeClub #LiveConnected #LiveHealthy #LiveSecure
ECONOMIST.COM What to expect in year two of the pandemic | The World In 2021
The latest commentary from @CeteraIM discusses the recent market volatility due to increased speculative trading by retail investors. Click here to ready more: https://bit.ly/2NNgkH4 #valatility #markets #stocks
Stocks Weaken. US equities opened lower after a volatile overnight trading session. Concerns about the ramifications of heightened speculative trading by retail investors and a disappointment over the efficacy of a one-dose COVID vaccine are weighing on investor sentiment.
Stocks Rebound. All three major U.S. equity indices are in recovery mode after slumping the most since October as investors welcomed improved trade and labor data. Investors also cheered mostly robust earnings, overshadowing an early estimate of fourth quarter growth that was shy of economists’ consensus forecast.
WLRN.ORG Facebook Group Helps South Florida Seniors Book Vaccine Appointments
Common stock terms explained! Tune in to Treece Talk Tuesdays @ 10 a.m. ET to learn more: http://ow.ly/kw1g50DsKKS #TreeceTalk #TreeceFinancial #FinancialConfidence #Finance101 #FinanceAdvice #WealthTips #BullMarket #BearMarket #StockMarket #Stocks #Trading #StockExchange
Stocks Extend Gains. U.S. equity markets are rising for a fifth straight day and are on pace to finish with their best week in three months as investors anticipate more stimulus as well as more local economies lifting restrictions on businesses.
Fun Super Bowl Fact: #SuperBowlLV this weekend features two teams with a primary color of red. The S&P 500 has strong returns the rest of the year when a team with red wins the Super Bowl. Returns aren’t so great when an aqua-colored team (#Dolphins) wins! Enjoy your #superbowlweekend and the game. #NationalWearRedDay #Buccaneers #Chiefs #superbowlsunday
Going for Four. U.S. stocks nudged higher amid solid earnings data and an improved trend in the labor market as jobless claims fell below 800,000 for the first time since November. As equities climb into a fourth day of gains, momentum is getting a boost by higher capital flows from abroad as faster vaccinations in the U.S. is driving expectations for a quicker economic rebound.
Your thoughts? WSJ.COM Productivity Tips for Procrastinators
STOCK TERMS: There's a fourth one there, which is inverse. This is basically shorting the market and where you've got inverse related exchange traded funds, that are derivatives, and often their positions held for just a date. Exchange-traded funds and mutual funds are sold only by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other important information about the investment company. Be sure to read prospectus carefully before deciding to invest.
Stocks Snap Two-Day Decline. U.S. stocks moved cautiously higher as investors weigh mixed takeaways on jobless claims against a backdrop of solid fourth quarter earnings reports. In a speech yesterday, Fed Chairman Powell said employment remains a long way from a full recovery and called for more support from both lawmakers and businesses.
Buying the Dip. U.S. stocks resumed gains as investors cheered solid earnings data across a broad mix of industries. Small cap outperformance also resumed with the group’s forward-looking earnings revisions outpacing that of Nasdaq 100 tech stocks and large cap S&P 500 companies. Meanwhile, continuing tame inflation eased concerns that an outsized stimulus plan could spark a destabilization in prices. The MSCI ACWI index of global stock performance rose an eighth day, its longest stretch of gains since mid-November.
Bulls Rest After Six-Day Rally. U.S. stocks are backpedaling as the S&P 500 takes a breather after topping 3,900 amid its first six-day rally since late August. Cyclical sectors including Energy, which outperformed most recently, are leading today’s large-cap declines. Meanwhile, small-cap momentum has carried over into 2021 with the Russell 2000 up 16% YTD, driving the index nearly 40% above its 200-day MA (highest ever).
12 out of 14 metrics in Cetera's #SocialDistancing Recovery Dashboard improved last week. There was marginal improvement for most indicators, but we aren’t likely to see a major shift until the virus threat is largely contained. #economy
RMDs are back. What's your strategy? Read more here: http://bit.ly/retirewise-feb21
Treece Talk: 2-9-21
Stocks Weaken on Economic Data. U.S. stocks opened lower on mixed takeaways surrounding a strong retail sales recovery and a jump in wholesale prices, signaling a faster-than-expected inflationary pressure. Moreover, mortgage activity fell over 5% last week as average 30-year fixed-rate home loan rates nudged closer to 3%. The Dow Industrials closed at a fresh all-time high yesterday.
Stocks March Higher. U.S. equity markets are extending gains into a new week, helping support the longest global rally in stocks in 17 years amidst continuing optimism for worldwide economic revival. The MSCI All-Country World Index is poised to rise for a 12th straight session, up 6.61% since January 29. All three major U.S. equity indices reached new intra-day records while the Cboe VIX Volatility Index broke below 20 for the first time since the COVID-19 pandemic-induced sell-off began a year ago. - Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards.
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“Great lives never go out; they go on.” (Benjamin Harrison) #PresidentsDay2021
Prince was 58 when he died of a sudden drug overdose and his estate still hasn’t been settled. There is a lesson to be learned in this unfortunate event for legendary #prince Watch my story today. Don’t wait to do a will and other legal documents and most importantly to come up with a plan. A Financial Advisor and Fiduciary like myself, David Treece (Toll-Free: (888) 587-3323) can help you put this in place to protect your interests if you become incapacitated or pass away. Protect your estate and ensure your wishes are followed! #prince #princewill #princeestate #over50 #over50style #over50andfabulous #over50women #over50blogger #over50plus #over50club #over50influencer #over50life #over50financiallyfit #USAToday #financialfriday #financialfreedom #financialliteracy #financialindependence #financialadvisor #financial #financialplanning #financialgoals #aarp #retirement #retired
In their latest commentary, the Cetera Investment Management team explains the causes for the recent technology selloff. Primarily, investors fear rising bond yields but there is also a rotation occurring as we enter a new phase... TREECEFINANCIALGROUP.COM Technology Selloff Continues as Investors Fret Rising Yields
It may be a while until the vaccine is released to the general public. Dr. Anthony Fauci is predicting that the vaccine will be available to all in April 2021 — hopefully making for a more social summer? #TreeceFinancial #COVIDupdates #Pandemic #AnthonyFauci #Vaccine #OurWorldInData #FinancialWellness #MarketUpdates #Coronavirus #NewVaccine #COVIDtesting #COVID19 #over65 #generalpublic #healthcare #health
Not sure where to get your COVID-19 Vaccine? Plan your vaccine here: https://www.nbcnews.com/specials/plan-your-vaccine/ — #TreeceTalk #TreeceFinancial #COVIDupdates #Pandemic #AnthonyFauci #Vaccine #FinancialWellness #MarketUpdates #Coronavirus #NewVaccine #COVIDtesting #COVID19 #over65 #generalpublic #healthcare #health #seniorliving #senior #seniors #florida #miami #miamidade #miamishores #Mimo #littleriver #LGBTQ #broward #finance101 #marketupdates #taxes
Check out the latest commentary from @CeteraIM which discusses the reasons for the most recent technology stock selloff: https://bit.ly/3dNCHH4 #economy #markets #stocks #techstocks
More Profit-Taking. The S&P 500 opened lower for a sixth day of selling after yesterday’s tech-led 2.5% Nasdaq Composite selloff as investors fretted over rising bond yields and recent signs of inflation. Fed Chair Powell delivers his testimony before Congress today and tomorrow, with Wall Street sizing up his assessment on the run-up in bond yields and the continuing need for stimulus and ultra-low fed funds borrowing rates. The Nasdaq 100 (-3% yesterday) is poised for its longest losing streak since 2019.
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Are Streaming Services Keeping You From Retiring? We all love our streaming services. It might have started with just one, but as more are created, and you add shows to your must-see list, you shell out more and more each month to... TREECEFINANCIALGROUP.COM Are Your Streaming Services Keeping You from Saving?
Yahoo! Finance looks at affordable locations for destination retirement. More @ FINANCE.YAHOO.COM Worst Places to Spend Your Golden Years -- And Where to Retire Instead
Economists are concerned about how the “K-shaped” recovery affects some industries. Over 18.3 million people are still unemployed. What are your predictions on our economy’s future shape? #economics #Pandemic #TreeceTalk #TreeceFinancial #COVIDupdates #COVID19 #over65 #generalpublic #financialwellness #unemployment #TreeceTalk #Vox #recodebyvox #DavidTreece #workforce #jobmarket #unemployed #economy #covid19 #marketupdate
Equities on the Mend. U.S. stocks joined a broad-based global rebound after Congressional House members passed the $1.9 trillion stimulus bill over the weekend and a third COVID-19 vaccine won an emergency use approval by the FDA. The 2 am Saturday stimulus vote passed along party lines (219 to 212) and moves to the Senate for consideration. In early trade all 11 major sectors are up at least 1%, led by Energy and Financials. As of Sunday night, 49.8 million Americans received their first COVID-19 vaccination, while another 24.8 million received their second dosage.
Economists are concerned about how the “K-shaped” recovery affects some industries. Over 18.3 million people are still unemployed. What are your predictions on our economy’s future shape? #economics #Pandemic #TreeceTalk #TreeceFinancial #COVIDupdates #COVID19 #over65 #generalpublic #financialwellness #unemployment #TreeceTalk #Vox #recodebyvox #DavidTreece #workforce #jobmarket #unemployed #economy #covid19 #marketupdates
Tech-led Slide Continues. U.S. stocks are extending yesterday’s sharp losses after a disappointing pullback in consumer sentiment overshadowed an opening gain inspired by a solid gain in consumer spending. The Nasdaq Composite fell the most in nearly four months yesterday. Meanwhile, the highly tech-concentrated Nasdaq 100 Index is wavering between small gains and losses.
THU, MAR 18 AT 3:00 PM EDT In the Next Room: Federal Reserve Policies & South Florida's Economic Growth with David Treece
THU, MAR 18 AT 2:00 PM EDT In the Room: An Exclusive Conversation with Ben Bernanke
Stocks Decline. Stocks moved slightly lower in early trading following yesterday’s broad-based selloff. Angst over rising yields reversed pre-market gains. Investors are grappling with reopening optimism and higher rates. The White House announced a more aggressive vaccination timeline yesterday, with expectations of vaccine availability for every American adult by the end of May.
Unemployment claims are at 730,000, well below the #DowJones prediction of 845,000. A sharp decline in claims is expected in March. #economics #Pandemic #TreeceTalk #TreeceFinancial #COVIDupdates #COVID19 #over65 #generalpublic #financialwellness #unemployment #TreeceTalk #DavidTreece #workforce #jobmarket #unemployed #economy #unemploymentrates #laborstatistics #unemployementstats #jobs
The latest on the new COVID-19 relief bill. Are you eligible for a $1,400 relief check? How will you use it? #economics #Pandemic #TreeceTalk #TreeceFinancial #COVIDupdates #COVID19 #over65 #generalpublic #financialwellness #unemployment #TreeceTalk #DavidTreece #workforce #jobmarket #unemployed #economy #covid19 #marketupdates #stimuluscheck #biden #president #TheHouse #TheSenate #politics #economicrelief #coronavirusstimuluspackage #StimulusChecks #1400
Stocks Decline. Stocks moved slightly lower in early trading following yesterday’s broad-based selloff. Angst over rising yields reversed pre-market gains. Investors are grappling with reopening optimism and higher rates. The White House announced a more aggressive vaccination timeline yesterday, with expectations of vaccine availability for every American adult by the end of May.
#OneYearIn #COVID What has the journey been like on your personal timeline? VISUALCAPITALIST.COM One Year In: Visualizing Key Events in the COVID-19 Timeline
Technology Leads a Retreat. U.S. stocks are taking a breather after benchmark stocks advanced to a fresh record yesterday amid a strong tech-led rebound. Today, equity investors are expressing jitters over a jump in producer prices and a revival in bond yields that jumped toward a 52-week high. Concerns that China may trim holdings in U.S. Treasuries also stirred angst. Equities are still on track for a solid weekly gain.
Dow Plows to New Record. All three major equity indices climbed higher in early trade after pleasing jobless claims data and signs of stabilization in U.S. and European bond yields. Additional stimulus funding is also supporting bullish sentiment after House Democrats approved the Senate’s revised $1.9 trillion COVID-19 relief bill late Wednesday. President Biden will sign the bill into law on Friday.
Consumer Prices Hold Steady. The Consumer Price Index (CPI) rose 0.4% in February, in line with forecasts and is up 1.7% from a year ago. Core consumer prices (which exclude volatile food & energy) rose 0.1% M/M (0.2% expected) and is up 1.3% Y/Y, well below the Fed’s 2% inflation target. Inflation remains tepid but is expected to rise as economic activity normalizes through the remainder of the year.
Equities Extend Rebound. U.S. stocks are trading higher a second day after data showed core consumer prices rose less-than-expected in February, easing inflation fears that had spurred bond yields notably higher and angst for equity investors. The rebound in Tech stocks continues after the Nasdaq 100 Index surged over 4% yesterday for its biggest daily gain in four months.
Small Business Optimism Expands. The key measure of small business optimism edged higher in February, rising to 95.8 from 95.0 the month prior. While improving, the February reading remains below the 47-year average of 98. Small businesses have been among the hardest hit during the pandemic, and the uncertainty component favorably declined five points to 75.
Don't Fall for These Common Budgeting Myths You’ve almost made it. You’ve worked, planned, invested, and saved for years to get to your retirement. And now that you’re almost there, it can be so tempting to forget... TREECEFINANCIALGROUP.COM 4 Retirement Budgeting Myths Debunked
Stocks Pullback from Record Highs. U.S. stocks are giving back gains as 10-year Treasury yields climbed to a 14-month high of 1.75%. The move follows yesterday’s Fed policy views to allow inflation and economic growth to run hot before intervening. Meanwhile, fears that the Fed may be too relaxed about overheating caused the Nasdaq 100 index of high-valuation tech stocks (that are sensitive to rising yields) to tumble nearly 1.5%.
How will you avoid these 5 common retirement planning pitfalls? Read more: http://bit.ly/financialwatch-mar21
NPR reports on how to sign up for a COVID-19 vaccine in your state. Learn more @ NPR.ORG How To Sign Up For A COVID-19 Vaccine In Your State
Mortgage Activity Declines. Mortgage applications activity slowed another week, down 2.2% after falling 1.3% the prior week. Refinance, the main driver of overall activity, fell 4.2% last week, echoing a 5% prior week decline. New purchase-related applications rose 1.8% after climbing 7.2% as buyers seek to lock in rates before they rise further. The average 30-year fixed rate rose to 3.28% from 2.86% at the start of the year.
Housing Starts Tumble. U.S. housing starts retreated 10.3% last month to a 1.42 million annualized pace, the fewest since last August (1.56 million expected). Construction was hampered by the severe cold that gripped much of the nation. Building permits also fell 10.8% but at 1.68 million and still near a 15-year high, permits exceeded housing starts for a seventh straight month.
Equities Rebound at Open. U.S. stocks see-sawed positive in early trade, rebounding from out-sized losses yesterday. Sentiment improved on continuing assurances from Fed Chairman Powell that inflation risks are transitory and under control. Meanwhile, a leading U.S. chipmaker unveiled plans to make semiconductor chips for other companies amid the global shortage. Treasurys are on auction-watch.
BLOG.SSA.GOV Replacement or Corrected Social Security Cards during the COVID-19 Pandemic
New Home Sales Nosedive. New single-family home sales fell by 18.2% in February to an annualized rate of 775,000 from an upward revision of 948,000 in January. The sharp drop came amid extreme cold weather across major portions of the country. The median sales price of new houses sold was $349,400, while the average was $416,000.
I admire Shelia Bair, former 19th Chair of the U.S. Federal Deposit Insurance Corporation. She was crucial in protecting the bank accounts of Americans in the 2008 financial crisis. #WomensHistoryMonth #WomenIAdmire #FemalesInFinance #SheliaBair #USTreasury #StockMarket #TreeceTalk #FinancialCrisis #FemaleWarrior #FDIC #Banking #Recession #AssetProtection #Banks
Equity Sentiment Reverses. U.S. stocks opened lower, bond yields eased, and oil futures retreated on the one-year anniversary of the COVID-19 bear market bottom. Sentiment was sparked lower by a resurgence in viral cases and lockdowns in Germany, contributing to a turn higher in global pandemic deaths and cases. Attention turns toward a joint appearance of Fed Chairman Powell and Treasury Secretary Janet Yellen before the U.S. House Financial Services committee and Dallas Fed President Kaplan identified himself as one of the four Fed members to forecast a FOMC rate hike in 2022.
Recovery Pinned to Vaccinations. 8 out of 14 metrics in Cetera's #SocialDistancing Recovery Dashboard improved last week. The pace of the recovery in the upcoming months is contingent upon the vaccine slowing the spread of COVID-19. 13% of the US population has been fully vaccinated.

Information

Company name
Treece Financial Group, Inc.
Category
Financial and Investment Services

FAQs

  • What is the phone number for Treece Financial Group, Inc. in Miami FL?
    You can reach them at: 305-751-8855. It’s best to call Treece Financial Group, Inc. during business hours.
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    Treece Financial Group, Inc. is located at this address: 10800 Biscayne Boulevard Miami, FL 33161.
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    Treece Financial Group, Inc. store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.