February 2021 Newsletter
Thrive Times_Feb 2021
December 2020 Newsletter
Thrive Roadmap to Retirement Digest December 2020 New Checklist! Financial Issues to Consider Before 2021 This checklist covers year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. Download Now! Comforting Chocolate Chip Cookies As we enter the colder months, nothing warms your …
Consumer Confidence Mixed – Weekly Market Update
DJIA CROSSES 30,000 AS THE VALUE AND SMALL-CAP NAMES DRIVE MARKETS HIGHER DURING THANKSGIVING WEEK AND IN NOVEMBER Investors had a lot to be thankful for during Thanksgiving week, as all of the major U.S. indices moved up and many of them crossed purely psychological point-thresholds The DJIA moved up 2.2% and crossed 30,000 …
Consumer Confidence Mixed – Weekly Market Update Read More »
Carving Up Your Portfolio & Thanksgiving Pie
Through the week before Thanksgiving, the performance of U.S. equity markets has been varied, but pretty good all things considered. In fact, it’s amazing that many of the major U.S. equity markets have reached new highs, despite the global pandemic that rocked markets and economies around the world. Just look at the performance of …
Weekly Market Insights – November 20, 2020
STOCKS END THE WEEK MIXED DESPITE POSITIVE VACCINE NEWS, SIZZLING HOUSING AND STRONG RETAIL SALES Stocks ended the week mixed as the tech-names and smaller-cap names outpaced their larger-cap and non-tech names on the week The S&P 500 and DJIA both lost ground, dropping 0.8% and 0.7%, respectively, while the tech-laden NASDAQ inched up …
Thrive Roadmap to Retirement Digest – November 2020
Flourish | Prosper | Succeed Meet Our Team Kathy Olivari, Associate Financial Advisor Kathy joined the Thrive Team in 2020 bringing with her a wealth of knowledge and experience with over 30 years in the financial services industry. She is extremely well rounded and has exposure to a variety of positions including being a …
Thrive Roadmap to Retirement Digest – November 2020 Read More »
AS EARNINGS SEASON KICKS OFF, STOCKS ENDURE A CHOPPY WEEK…
Weekly Market Update – October 19, 2020 AS EARNINGS SEASON KICKS OFF, STOCKS ENDURE A CHOPPY WEEK PUNCTUATED BY LOTS OF UNCERTAINTIES AND VOLATILITY As earnings season kicked off, glass-half full investors will say that stocks ended the week higher, but just barely Technically, one can say that NASDAQ trounced the other indices as it …
AS EARNINGS SEASON KICKS OFF, STOCKS ENDURE A CHOPPY WEEK… Read More »
STOCKS MAKE BIG WEEKLY JUMPS AS THE DJIA, S&P 500 & RUSSELL 2000…
STOCKS MAKE BIG WEEKLY JUMPS AS THE DJIA, S&P 500 & RUSSELL 2000 ALL RECORD MILESTONES AND NASDAQ CONTINUES ITS TORRID PACE Weekly Market Update – October 13, 2020 U.S. stocks jumped during the first full week in October, as all the major indices advanced significantly, with small-caps making a big leap on the …
STOCKS MAKE BIG WEEKLY JUMPS AS THE DJIA, S&P 500 & RUSSELL 2000… Read More »
Being Proactive In Your Tax-Planning… Never Reactive
[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/being-proactive-in-your-tax-planning-never-reactive\” social_linkedin=\”true\” social_email=\”true\” ] Joe Krause: What do your IRA, 401k, social security benefits and investment income have in common? They could all get clobbered by taxes when you retire, leaving you with a fraction of your nest egg. Welcoming everyone to Roadmap to Retirement, the Radio Show along with David Bezar, Karen Bezar …
Being Proactive In Your Tax-Planning… Never Reactive Read More »
Home Prices Skyrocketing from August 2019, A Solid Third Quarter &…
STOCKS END THE WEEK AND THE QUARTER PAINTED GREEN AS PRESIDENT AND FIRST LADY TEST POSITIVE FOR COVID Weekly Market Update — October 6, 2020 The U.S. equity markets shook off the September swoon and started October off by ending the losing streaks of the past few weeks The DJIA led the way with a …
Home Prices Skyrocketing from August 2019, A Solid Third Quarter &… Read More »