Joe Hagler, Financial Advisor

Joe Hagler, Financial Advisor Joe and his team provide a wide range of investment advisory, financial, insurance and employee bene Please see website for disclosures at www.artisancap.com

Joe and his team provide a wide range of investment advisory, financial, insurance and employee benefit planning services to individuals, businesses, and non-for-profit institutions throughout California and in other selected states where registered. Joe is an financial advisor with Artisan Capital Partners/Hagler Financial Services. With more than 30-years of experience he and his team work with

clients in designing investment and insurance strategies to address their financial affairs. Having entered the financial services industry in the mid-1980s, Joe has built a clientele that consists of individuals and businesses. His clients benefit from the broad array of services offered through his company. Joe’s extensive experience and industry knowledge enable him to effectively and consistently help clients manage, plan and execute cost effective financial and insurance programs to help accomplish their goals.

This message provides a look at how variable rates of return impact investors over time.
06/09/2026

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
06/02/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
05/26/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
05/19/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Do you need umbrella insurance? Find out more.
05/12/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

Childhood attitudes and habits can determine your child's health in his or her adult years.
05/05/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

Second homes have unique risks and insuring them is different than a primary home.
04/28/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
04/21/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Address

1420 E Chapman Avenue
Orange, CA
92866

Telephone

+17146330660

Website

https://www.artisancap.com/

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