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DJIA, S&P 500, and NASDAQ Reach New Heights and More!

U.S. STOCKS REACH FRESH HIGHS AS GDP IS REVISED UP AND THE 2019 HOLIDAY SHOPPING SEASON COULD SET NEW RECORDS The four major U.S. stock market averages closed the Thanksgiving week with green numbers that gave investors reasons to give thanks The DJIA, S&P 500, and NASDAQ all reached new record highs and even the…

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Weekly Economic Update

U.S. STOCKS DECLINE MODESTLY, SNAPPING SIX CONSECUTIVE WEEKS OF GREEN NUMBERS The U.S. equity markets paused this week, retreating modestly after six weeks of impressive gains NASDAQ declined just 0.2%, followed by the S&P 500’s drop of 0.3% The smaller–cap Russell 2000 and the mega–cap DJIA both declined this week too, as both indices lost…

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Weekly Economic Update – November 17th, 2019

STOCKS UP FOR SIXTH WEEK IN A ROW ON HOPES OF A CHINA TRADE DEAL COMING SOONER RATHER THAN LATER U.S. stocks reached another record high, as the major indices rose for the sixth straight week, which is the longest winning streak in two years The DJIA led the way this week by rising 1.2%,…

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Thrive Weekly Economic Update – November 4th, 2019

MARKETS HIT NEW HIGHS AS THE FED CUTS RATES AGAIN, EARNINGS GROWTH INCREASES AND A GOLDILOCKS JOBS REPORT IS RELEASED   Weekly Market Performance U.S. stocks climbed to new record highs amidst a slew of positive actions and data, including the Fed cutting rates for the third time this year, another Goldilocks jobs report and…

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Thrive Weekly Economic Update – October 28th, 2019

MARKETS UP FOR THE THIRD WEEK IN A ROW AS MORE COMPANIES ARE REPORTING POSITIVE EARNINGS SURPRISES THAN EXPECTED U.S. stock markets rose for the third consecutive week, ending very close to their record highs NASDAQ led the way with a gain of 1.9%, followed by the small–cap Russell 2000’s gain of 1.5%, the S&P…

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The 2019 World Series and the 2020 Markets

The 2019 World Series and the 2020 Markets Remember after the Houston Astros won in 2017? Or Cubs in 2016?   Is there actually a difference in stock market performance depending on who wins the World Series? Should you really change your investment plans based on an American League or National League victory? Of course…

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GE FREEZES 20,000 PENSIONS – 100,000 Offered Lump-Sum Buyout

GE Workers on Edge After Pension Freeze November 15th Deadline Looms as Holiday Season Approaches   General Electric Co. said it was freezing its pension plan for about 20,000 U.S. workers and offering pension buyouts to 100,000 former employees, as the conglomerate joins the ranks of U.S. companies phasing out a guaranteed retirement. GE is…

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Thrive Weekly Economic Update – October 21st, 2019

MARKETS MOSTLY UP AS EARNINGS SEASON KICKS OFF AND THE IMF AGAIN CUTS ITS GLOBAL GROWTH OUTLOOK FOR 2019   Stocks finished the week mostly higher as earnings season got off to a great start and amidst positive developments that the trade saga with China is getting closer to resolution The small–cap Russell 2000 led…

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Thriving in Retirement: The Tax Revolution

David, Bret, and Joe are joined by a very special guest, Marty Ruby, of Stonewood Financial. They discuss what you can expect at the Thriving in Retirement: The Tax Revolution Summit coming up in a few weeks on September 25, where Marty will be a guest speaker. If you are interested, visit pataxsummit.org for more…

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Moving Onward and Upward at Thrive

As we begin the broadcast this morning, just Bret in the big chair, and myself, bringing you an hour full of great information about our program, Roadmap to Retirement. Bret, I’m going to speak on behalf of David and Karen, I’ll let you, in your own words, thank the listening audience. The July numbers, July…

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