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…

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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…

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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 and Bret Elam, David, over…

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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…

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  Speaker: 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. Speaker:…

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U.S. STOCK MARKETS MIXED AS SMALL-CAPS OUTPACE LARGER-CAPS AND VALUE NAMES OUTPACE GROWTH NAMES Weekly Market Update – Sept 21, 2020 It was a mixed week for U.S. stocks, as small caps snapped a two week losing streak and the larger caps extended their losing streak to three weeks The smaller-cap Russell 2000 jumped 2.6%…

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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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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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