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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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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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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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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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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    THE THRIVE TIMES September 2020 Edition Thrive Honored to be Inducted Into Inc. 5000 List Thrive Ranks No. 1663 on the 2020 Inc. 5000 “It’s an honor and a privilege to be included on this prestigious list of great American companies…” said David Bezar; partner of the firm, and 30-year veteran of the…

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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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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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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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It was another good week for the U.S. stock market indices, although not quite as great as the week before The S&P 500 came very close to its record high and settled for a weekly gain of 0.6%, matching the weekly performance of the smaller–cap Russell 2000 The DJIA led the major indices and posted…

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