Many couples blame their marriage problems on disagreements and an inability to see eye to eye. Marriage counseling is a great option for couples who need to learn how to better communicate, but it might not solve the problem that caused a disagreement in the first place, especially if the problem involves money. So because…

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Speaker: 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 advice about how you can make…

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U.S. EQUITY MARKETS LOSE GROUND FOR THE SECOND WEEK IN A ROW DESPITE MOSTLY POSITIVE ECONOMIC DATA AND LESS VOLATILITY Weekly Market Update – Sept 14, 2020 The markets continued to head south on the Labor Day-shortened trading week and despite some big daily movements, volatility actually declined as the week wore on The large…

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U.S. EQUITY MARKETS RETREAT FROM RECENT HIGHS AMIDST LIKELY PROFIT-TAKING AND BETTER THAN EXPECTED EMPLOYMENT DATA The beginning of the week saw U.S. equity markets hit new highs, but momentum quickly shifted amidst profit taking and increased volatility, pushing the markets to give up most of their gains from the previous week NASDAQ dropped the…

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NASDAQ and S&P 500 hit new highs as U.S. manufacturing expands and construction spending remains strong   August Makes 5 Straight Positive Months As we close the book on another month, investors rejoiced as global equity markets continued to advance and recorded a very positive August, pushing two of the major U.S. equity markets to…

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Speaker: Welcome to Roadmap to Retirement, the radio show with David Bezar, Karen Bezar and Brett 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 your…

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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.…

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Investors have seen five straight weekly gains for the broad, large–cap S&P 500 and the tech–laden NASDAQ, as both moved to new highs while the concentrated – and about–to–change – DJIA moved into green territory for the year. The S&P 500 jumped 3.3% while NASDAQ moved up 3.4% and the DJIA was up 2.6%, followed…

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S&P 500 RECORDS FASTEST RECOVERY FROM BEAR MARKET IN HISTORY, NASDAQ KEEPS MARCHING TO NEW HIGHS AND HOUSING REMAINS HOT Weekly Market Update — It was a mixed week for the major U.S. stock indices as the S&P 500 crept into record territory by inching up 0.7% on the week and NASDAQ kept pushing higher…

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Did you miss the second fastest bear-market recovery of the past 50 years? We might look back and marvel how during the dog-days of August 2020, the stock market reached a new high not seen since pre-COVID. Remember when the S&P 500 closed at a then record high of 3,386 on February 19th? And just…

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