\”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% …
S&P 500 JUMPS INTO POSITIVE YTD TERRITORY AMIDST A BUSY… Read More »
\”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 …
STOCK MARKETS LOSE GROUND AS JOBLESS CLAIMS CREEP UP… Read More »
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 …
SMALL CAPS HAVE A BIG WEEK AS NASDAQ TAKES A BREATHER Read More »
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 …
MARKETS SURGE HEADING INTO THE THIRD QUARTER AS PENDING HOME SALES JUMP AND UNEMPLOYMENT FALLS Weekly Market Update — July 6, 2020 The major stock markets in the U.S. rose on the holiday-shortened week to erase more than last week\’s losses as Wall Street rode the momentum into the beginning of the third quarter For …
Pending Home Sales Surge, Unemployment Drops & More Read More »
COVID-19 Pushed 2019 Tax Deadline to July 15th Higher 401(k) limits, stimulus payments, COVID-19 distributions and more COVID-19 caused the Treasury Department and the Internal Revenue Service to extend the 2019 federal income tax filing deadline from April 15, 2020, to July 15, 2020. That means that taxpayers could defer federal income tax payments, without …
MARKETS SUFFER BIGGEST DECLINE SINCE MARCH AS WALL STREET HITS A WALL OF WORRIES Weekly Market Update — June 15, 2020 The U.S. stock markets started the week off well but then tumbled toward the end of the week and recorded their worst weekly losses since March The small–cap Russell 2000 took it on the …
Listen and read along as David, Bret, Karen, and Joe Krause discuss The New Rules for Generating Retirement Income! To schedule your complimentary consultation, call (215) 987-2430. [fusebox_track_player url=\”https://soundcloud.com/livewiththrive/the-new-rules-for-generating-retirement-income-in-a-world-of-low-interest-rates\” social_linkedin=\”true\” social_email=\”true\” ] Joe Krause: And welcoming everyone to Roadmap to Retirement, the radio show. If you were forced to retire today, would you be …
MARKETS MIXED AS STATES BEGIN TO OPEN UP AND APRIL RECORDS ITS BEST MONTHLY GAIN SINCE 1987 Weekly Market Update — May 4, 2020 The mood on Wall Street was more positive this week, as 18 states announced that they would reopen as of May 1st, pushing the markets up through the middle of …
[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/preparing-for-the-worst\” social_linkedin=\”true\” social_email=\”true\” ] This program is a prerecorded paid commercial announcement produced and paid for by Jacob Media Partners. No statements made during the Thrive Retirement Roadmap radio show shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters. Information presented is for …