Unemployment rate falls to 10.2% and June hires are the second largest monthly increase ever after May 2020   Employment Situation Report On Friday, August 7th, the Employment Situation Report was greeted with cautious optimism when the Department of Labor reported that nonfarm payroll employment rose by 1.8 million in July and the unemployment rate…

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Speaker 1: Welcome to Roadmap to Retirement, the Radio Show with David Bezar, Karen Bezar, and Bret Elam from Thrive Financial Services who have been featured on Fox, ABC, NBC, The Wall Street Journal and more. Saving for retirement is a great start, but it’s what you do with this money that really matters. What’s…

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  Announcer: Welcome to Roadmap to Retirement, the Radio Show, with David Bezar, Karen Bezar, and Bret Elam from Thrive Financial Services who have been featured on Fox, ABC, NBC, the Wall Street Journal and more. Saving for retirement is a great start, but it’s what you do with this money that really matters. What’s…

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“S&P 500 JUMPS INTO POSITIVE YTD TERRITORY AMIDST A BUSY EARNINGS SEASON AND DESPITE HISTORICALLY AWFUL SECOND QUARTER GDP NUMBERS” Weekly Market Update — August 3, 2020 The markets were mixed this week, as the smaller–cap names underperformed relative to the larger–cap tech names NASDAQ was driven by the large tech names and leapt 3.7%…

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Should we cheer if third-quarter 2020 GDP numbers are the best in history? Remember back in late May when the Commerce Department reported that our U.S. economy shrank at an even faster pace than previously estimated in the first quarter of 2020 and consensus expectations suggested that the second quarter of 2020 would be far…

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“STOCK MARKETS LOSE GROUND AS JOBLESS CLAIMS CREEP UP WHILE JUNE’S NEW HOME SALES SURGE 13%” Weekly Market Update – July 27, 2020 The U.S. stock markets reversed course this week and ended down, except for NASDAQ which ended down for the second week in a row, but not before hitting a new high early…

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SMALL CAPS HAVE A BIG WEEK AS NASDAQ TAKES A BREATHER AND 2Q EARNINGS SEASON KICKS OFF WITH THE BIG BANKS Weekly Market Update — July 20, 2020 This week saw a reversal of roles, as NASDAQ dropped 1.1% while the other major markets turned in green numbers The smaller–cap Russell 2000 jumped 3.6% on…

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  Thrive Financial Services   Speaker 2: Saving for retirement is a great start, but it’s what you do with this money that really matters. What’s your strategy to reduce taxes, generate income in retirement, reduce your risk and get even more from Social Security? This is where you can count on straightforward and objective…

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Due to the coronavirus pandemic, the due date for making contributions to an IRA for the 2019 tax year has been pushed back from April 15 to July 15, 2020 Good news for retirement savers: The maximum amount that can be contributed to a traditional IRA increased by $500 for 2019. It’s the first increase…

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Joe Krause: We say good morning on this 4th of July weekend. Welcome into Roadmap to Retirement, the radio show, we start with a question. What if you forgot about the whole idea of retirement? What if you stop thinking about it as some sort of finish line or that it happened at a specific…

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