Broker Check

Treece Talk

What’s on our mind? Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a book review or a fun quiz. So stay tuned in! We’re glad to have you reading along.


Thursday, September 12, 2019

#Treece3onThursday What's on my mind this week: 1. Yes, Trump's tweets DO move the markets according to a #BankofAmerica study. And #JPMorgan has created a #TrumpTweetIndex called the #volfefe after Trump's nonsensical #covfefe tweet....


Friday, August 30, 2019

It’s Coming Don’t Wait – Act NOW! Use your cell phone, camera or video camera to take photos of all of your belongings – room by room Keep cell phone on your charger; consider buying a mobile charger Get a...


Wednesday, August 21, 2019

Having your social media accounts stay active after you’re gone isn’t such a big deal, is it? You may not think it's a big deal, but what about your loved ones?


Friday, August 9, 2019

Is there one big thing you can let go of during "Simplify Your Life Week" to open up space in your life for another? We’re all familiar with the concept of spring cleaning, a time to cleanse our closets and garages of the random...


Sunday, July 14, 2019

“All advocacy is, at its core, an exercise in empathy.”Samantha Power Advocacy is a big part of what we do. It is not just about financial planning and investment management. I want to personally share news of some of the...


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Saturday, July 13, 2019

July marks the mid-point of the year, smack in the middle of South Florida’s steamy and humid summer season. Traditionally, this more languid time of year brings a slower pace, vacations, and time to recharge. However, for many...


Wednesday, July 10, 2019

Summer is when our thoughts turn to longer days, warmth, relaxation, and well-earned vacations. It’s also a time to take a few carefully considered steps that can pay big dividends when days are shorter and there’s less...


Monday, July 8, 2019

One of the most common questions I get from clients is, “What’s the difference between Medicaid and Medicare?” I understand the confusion, because they can seem to be similar at first glance, but an in-depth review...


Tuesday, June 25, 2019

Eventually, many of us may help a loved one who needs caregiving services, enters assisted living, or find ourselves in the same position. Unfortunately, a common occurrence amongst LGBT individuals under the care of home care aides is...


Friday, June 21, 2019

While the decades-long fight for equal rights and marriage equality for LGBT Americans has resulted in society-shifting strides, residual forms of inequality still impact their safety, their families, and their day-to-day lives....


Thursday, June 13, 2019

With an estimated 3 million LGBT adults over age 50 (with the number expected to grow to around 7 million by 2030) living in the US, isolation and discrimination is on the rise for many single, aging LGBT folk. The emphasis on youth...


Thursday, June 6, 2019

We are happy to welcome guest author Corrine Markey of The Seniors Answer share tips for the upcoming hurricane season: After 25 years of not having a major hurricane hit South Florida, Irma came with a vengeance in 2017. We were lucky...


Wednesday, June 5, 2019

Live Secure 1. Record all details in one central location of important legal documents, list of financial assets, pensions or profit-sharing plans, latest tax return and Social Security statements, the location of any safe deposit...


Monday, June 3, 2019

Many individuals view financial planning as an extremely personal and private matter. Sharing sensitive details about your financial assets (or lack thereof), earnings, attitudes about money, life goals, dreams, and how you’ll...


Thursday, May 30, 2019

June 2019 marks the 50th anniversary of the Stonewall uprising, the spark that ignited America’s gay liberation movement. LGBTQ Baby Boomers are this movement’s “Greatest Generation”—pioneers who have...


Thursday, May 23, 2019

Reprinted from 55+ Magazine: Each year, the Medicare program loses $60 billion to fraud. The best way to reduce this figure is beneficiary education to prevent and reduce known pathways to fraudulent activities and unethical billing...


Tuesday, May 21, 2019

"My health is the #1 concern. Longevity is the #2 concern."Alonzo Mourning Longevity is a common concern that comes up during many long-term financial plan discussions. As individuals envision what their later years may look like,...


Saturday, April 27, 2019

Ready for another serving of investment terminology explained in easy-to-digest terms? While the alphabet soup acronyms and technical terminology of “finance-speak” can be sometimes overwhelming, terms can sound more...


Monday, April 8, 2019

Since 2004, April has been designated as Financial Literacy Month in the U.S. to teach Americans how to establish and maintain healthy financial habits. What better way to strengthen your financial literacy than with a light and...


Friday, March 22, 2019

Throughout March, Treece Financial is honoring Women’s History Month by examining the topic of women and investing. In general, at least from a superficial perspective, men invest more frequently than women. One contributing...


Friday, March 1, 2019

Women's History Month recognizes the many historic advances females have contributed across all fields in our society. As we take time to reflect on these important accomplishments, it's also an ideal time to address female financial...


Tuesday, February 12, 2019

People often ask me "How do you get paid?". They are sometimes unsure of the differences between commissions, fees, and how charges are calculated for various services. Treece Financial Group offers fee-based services through an...


Friday, January 11, 2019

Even though parts of the U.S. federal government remain closed due to the ongoing shutdown, identity thieves are not taking any time off. In fact, because the Federal Trade Commission (FTC) is shut down so hackers now have even more...


Thursday, January 10, 2019

December didn't deliver a "Santa Claus Rally", but brought breathtaking market volatility instead. What will the first month of 2019 bring us? View this monthly recap for expert market insights. After viewing, please feel free to call...


Tuesday, December 18, 2018

• Equities continue to face worries around trade, data, and levels of corporate debt. • Positive market fundamentals remain intact. • We remain cautiously optimistic. U.S. equities have started the week on a sour note....


Tuesday, December 11, 2018

Yes, it’s the most wonderful time of the year, with parties for hosting, marshmallows for toasting – and cyber criminals looking to take advantage of your holiday busy-ness to compromise your online security. They hope...


Friday, December 7, 2018

I was recently interviewed by Washington Post columnist Michelle Singletary for my opinion about the annual median cost of long-term care now ranging from $18,720 for adult day-care services to $100,375 for a private room in a nursing...


Tuesday, November 20, 2018

Grab a cup of coffee, find a quiet space for an hour, and give yourself and your family the gift of getting your personal finances organized for a head start on 2019 planning! Now is an ideal time to do a year-end check-up of your...


Wednesday, October 31, 2018

Next Tuesday's elections are sure to bring changes that will determine what direction our country's economy and policies will move over the next few years. After the November elections, the strong US economy may be threatened by an...


Wednesday, August 1, 2018

Are you unsure about how to invest your portfolio in today’s uncertain economic and political climate? Many investors are concerned that the market could have a major correction, but don’t want to just sit it out while the...


Sunday, July 1, 2018

Travel doesn’t start when you hit the road, and it doesn’t end when you arrive home. Travel is a life-long journey that feeds the soul … increases understanding of the world and our place in it …and inspires...


Friday, June 1, 2018

Q. I’m still young—why should I bother thinking about estate planning now? A. No matter your age, economic level, or marital status, estate planning is something EVERYONE needs to address. No one has a crystal ball to see...


Thursday, May 24, 2018

Fiduciary Duty and Responsibility David Treece is an Accredited Investment Fiduciary, which means he has a duty to always put a client’s interest first. Treece Financial Group follows a fiduciary process that includes a duty of...


Tuesday, May 1, 2018

Q. When is the best time to start my Social Security income? A. You may think it best to start receiving Social Security benefits as soon as you reach full retirement age. However, many Americans underestimate their longevity, so...


Wednesday, March 14, 2018

A bestselling book argues for a new approach to decluttering Click here to read the story on NextAvenue By Shayla Stern Although I’ve never visited Sweden, I find myself attracted to simple, clean-lined architecture and furniture...


Friday, March 9, 2018

Although you may have the best of intentions, you may not be saving enough for retirement. Underemployment, family responsibilities, medical issues, or an unexpected crisis can throw you off your financial planning track. Get...


Friday, March 9, 2018

It's happened again. This time it was dangerously close to home, at Marjory Stoneman Douglas High School in Parkland, just 40 miles from Miami. Another senseless loss of young lives due to gun violence.Along with grieving for the...


Sunday, December 10, 2017

It’s hard to believe, but another year is almost behind us. With January just around the corner, now is a great time to review various items you may want to consider as you get set to enter 2018. Many of the IRS publications...


Monday, November 6, 2017

Families of dying loved ones turn to hospice care services when a diagnosis is terminal and pain-free comfort is the first priority. As the hospice industry grows (there are now more than 4,000 agencies in the nation), however, many...


Wednesday, August 9, 2017

It's more important than ever for baby boomers to plan ahead for future long-term needs in order to have control over choices for quality care! Trump Administration is moving to make it impossible to take nursing homes to court. Some 1...


Monday, July 24, 2017

Consumer sentiment remains high, but has leveled out. According to the latest index of consumer sentiment “the data provide no indication of an imminent downturn nor do the data provide any indication of a resurgent boom in...


Monday, July 24, 2017

As most of you now know, Marcela has moved on from Treece Financial Group where she was David’s personal assistant for many years to pursue her passion in Personal Training. She is an active trainer teaching Functional Fitness...


Monday, May 22, 2017

When it comes to selecting our financial portfolios Mr. Ben Bernanke, former Federal Reserve Chairman, is wise to ask the American people if we are factoring in political risk. It is no surprise speaking to a coworker, a family member...


Friday, April 7, 2017

What is the difference between the old pensions of yesterday and today's 401(k)'s? Employees understand that pensions are good for guaranteed income and many employer's no longer offer them because of the expenses. This leaves a heavy...


Wednesday, March 15, 2017

In the December issue of our newsletter, we shared an article by Robert Shiller of Yale, a Nobel-Prize winning economist, about his CAPE Index. That stands for Cyclically Adjusted Price to Earnings ratio, and in that article, he stated...


Friday, February 24, 2017

Healthcare is a huge issue. It should be no surprise that healthcare reform is in the news so often. My parents, your parents, and the young workers applying for jobs should be interested in what the crystal ball of healthcare holds....


Wednesday, February 15, 2017

Inflation is going up. See our February Newsletter for how we look at this current economy, markets, and political environment. There is a lot of risk in the market, including political risk. By Lucia Mutikani U.S. retail sales rose...


Wednesday, February 8, 2017

As a husband, I easily get confused when talking to my spouse. I know we are different people and I tend to hang onto the words she says. This morning - hardly woken up - we just couldn't communicate our thoughts about our trainer's...


Tuesday, January 31, 2017

Good morning! After stretching my arms I smile as I ardently awake from my restful sleep. With my smartphone at my bedside I reach to see the daily news and tweets. A cohort of mine, that I can not say I readily agree with, posted...


Friday, January 20, 2017

As I watch the inauguration of our 45th President of the United States many questions started circling in my mind... including how our past Presidents were inaugurated. Take the quiz and find out how much you know. By ASSOCIATED PRESS...


Wednesday, January 18, 2017

By TIM HERRERA JAN. 18, 2017 You’ve probably thought about what will happen to your finances, your possessions and maybe even your real estate when you die. But what about your Facebook account? Or your hard-drive backups? For...


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Monday, October 31, 2016

Always do your background checking before investing


Monday, October 31, 2016



Monday, October 31, 2016

Robocall scams cost Americans $350 million While companies work with the FCC on technical fixes to this scourge, here's what you can do to cut the unwanted calls.


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Thursday, September 22, 2016

Includes Isakson amendment to create level playing field, increase access for retirement income solutions


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Thursday, June 16, 2016

Opinion: The typical American couple has only $5,000 saved for retirement


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Wednesday, June 8, 2016

click here to read more


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Thursday, May 26, 2016

Who Will Pay For Mom's Or Dad's Nursing Home Bill? Filial Support Laws And Long-Term Care


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Thursday, April 7, 2016

Top 10 Medicare Mistakes Common errors can be costly, but here's how to avoid them


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Monday, March 7, 2016

A new study of U.S. law firms looks at how managers' personal political views affect gender roles at work.


Wednesday, March 2, 2016

37 banks into 4


Tuesday, February 9, 2016

Safeguard Your Digital State If you died, what would happen to your email archives,social profiles and online accounts? Without your passwords, your loved ones may be unable to shutdown your Facebook page, access your accounts, and...


Sunday, February 7, 2016

FTC Detects New Social Security Scam You look in your email inbox and see the subject line “Get Protected.” Well, we all want that! Upon opening the email, you learn that the Social Security Administration (SSA) is...


Monday, January 25, 2016

Investing legend Jack Bogle: 'Stay the course'