ANOTHER MIXED WEEK FOR U.S. STOCK MARKETS AS GOLD FALLS, OIL DROPS AND THE U.S. DOLLAR RISES Weekly Market Update – Sept 28, 2020 It was another mixed week for U.S. stock markets, leaving investors trying to decide which way the trend is headed The S&P 500 was down 0.6%, which technically is its fourth…

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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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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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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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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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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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Speaker: The Thrive team has been recognized by Suburban Life Magazine and Philadelphia Magazine as one of the area’s top wealth management firms. They’ve been featured in numerous publications such as The Wall Street Journal, CBS News, FOX, NBC, and ABC as well. But their greatest accomplishment yet is their ability to talk to people…

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Speaker 1: Now, on Talk Radio 1210 WPHT, WPHT [inaudible 00:00:14] Philadelphia. The Thrive Retirement Roadmap Show with your host, David Bezar, Karen Bezar and Bet Elam of Thrive Financial Services and Thrive Capital Management. They know that the road to a successful retirement is paved with consistent care and a commitment to guide the…

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