Archive for December 2018

Financial Trends to Look Out For in 2019

David, Karen, and Bret are joined by Jim and Fran from Del-Val Insurance as they discuss current financial trends heading into 2019 such as extreme market volatility, which could cause uncertainty heading into the new year. I’d like welcome in David Bezar to begin the conversation. It’s going to be rapid fire today. We have…

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Why Should I Choose Thrive?

David, Karen, and Bret discuss reasons that separate Thrive Financial from other financial advisories. Other topics include navigating and implementing your retirement plan, along with aligning it to your particular goals.  David we will start with you today. is the window into getting to know you, Karen, and Bret. It’s was created with that purpose in mind…

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A Special Thanks to the Veterans!

In case you missed it, we recently held our Veteran’s Appreciation event last Friday, December 7th at North Penn VFW Post #676. If you did attend, we hope you enjoyed your time with us, along with the food and drinks! Our event was a great success and we have received plenty of positive feedback from those…

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