As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market. But what does that mean? And are we on the verge of another recession like the one we had in 2008?   In light of all these concerns, today…

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MARKETS RETREAT AS CORONAVIRUS WORRIES INTENSIFY, PUSHING THE 30–YEAR TREASURY TO ITS ALL–TIME LOW Weekly Market Update — February 25th, 2020 The tech–laden NASDAQ and the broad, large–cap S&P 500 both hit new closing records this week, but trailed off toward the end of the week and finished in the red NASDAQ lost the most…

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Retirement Income Perils Where will you get income in retirement? Most people think: By cashing in the investments I’ve accumulated during my working life. But even if you have a lot of money saved, cashing in will not always work. You need to have an income plan. The notion that you can withdraw a fixed…

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There was a lot of fuss back in 2011 when the first wave of Baby Boomers turned 65. Baby Boomers hold 54% percent of all U.S. household wealth and account for almost 50% percent of consumer spending — and yet many were winging it as they moved into retirement. Experts have urged them to get…

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The History and Business of Valentine’s Day We will spend $27.4 billion, up 32% from 2019’s record of $20.7 billion When we were in elementary school, most of us have fond memories of receiving cards and candy on every February 14th. We would bring a decorated shoe-box to school and by the end of the…

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STOCKS PULL BACK FOR SECOND WEEK IN A ROW AS THE CORONAVIRUS GETS WORSE, EARNINGS DISAPPOINT AND GDP REMAINS SOLID Weekly Market Update — January 31, 2020 The stock market dropped again this week, as the outbreak of the coronavirus dominated the news and grew progressively worse as the week wore on The small–cap Russell…

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By: Samantha Bezar, Director of Digital Marketing As we come to a close on chapter 1/12 for 2020, I wanted to take a moment to share with all of you everything that we had been able to accomplish at Thrive in 2019. This past year has been an incredible year of growth for Thrive –…

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Consider adding medical services freedom to your financial planning goals The problems historically plaguing the Veterans Administration underscore an unpleasant truth about aging: ever-increasing costs and red tape endanger quality health care for older Americans, whether they are veterans or not. Their best defense is to build up enough personal capital to pay for better…

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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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