Global Performance for the Third Quarter 2019 Defensive asset classes outperform as global markets show modest returns The U.S. stock market indices increased modestly in the third quarter, propelling the S&P 500 and the DJIA to their best three-quarter starts to the year since 1997 and NASDAQ to its best three-quarter start since 2013 …
MARKETS MIXED AS ECONOMIC DATA IS MIXED AND THE U.S. ANNOUNCES TARIFFS AIMED AT EUROPE The markets turned in a mixed week, with the narrowly–defined DJIA, the broader S&P 500 and the smaller–cap Russell 2000 all losing ground while the tech–laden NASDAQ and fixed–income markets moved up It was a volatile week, with the equity …
Thrive Weekly Economic Update – October 8th, 2019 Read More »
David, Karen, Bret, and Joe are joined by Jim and Fran of Del-Val Insurance to discuss how each company conducts their business, as well as discuss their similarities and differences. [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-similarities-between-thrive-and-del-val-insurance\” ] We say hello to everyone. We start with you, David, and good morning to you, sir. How are you? Good morning to …
The Similarities Between Thrive and Del-Val Insurance Read More »
David, Karen, Bret, and Joe discuss all things Thrive, including why you should be up-to-date on your knowledge of RMD\’s, or required minimum distributions. [smart_track_player url=\”https://soundcloud.com/livewiththrive/what-are-rmds-and-why-are-they-important\” ] I can\’t believe it David, but we are down to, if there were a calendar or a clock in front of us right now, everything is clicking over …
David, Karen, and Bret discuss reasons that separate Thrive Financial from other financial advisories. Other topics include navigating and implementing your retirement plan, along with aligning it to your particular goals. [smart_track_player url=\”https://soundcloud.com/livewiththrive/why-should-i-choose-thrive\” ] David we will start with you today. Meetthrivefinancial.com is the window into getting to know you, Karen, and Bret. It\’s was created with that …
Are you aware of the most common mistakes people are making as they near retirement? Do you know where to get answers to your retirement questions? Join our retirement planning experts as they discuss the most common mistakes they see people making as they near retirement. — [smart_track_player url=\”https://soundcloud.com/livewiththrive/915show\” title=\”Common Mistakes in the Marketplace\” ] …
David Bezar, Bret Elam and Karen Bezar discuss the pitfalls of women in retirement, social security and the importance of having a financial plan in place after the death of a spouse. [smart_track_player url=\”https://soundcloud.com/livewiththrive/tfs922\” title=\”Where are your tax dollars going?\” ] I would like to start this weeks blog by praising …
We tend to spend more time planning about the present that we forget to put high regard to planning for our future. David, Karen, Bret, and Joe give advice that truly stick to real life. They provide some stories of their daily encounters with various clients as they try to navigate their own retirement …
Statistically, it is said that 90% of women are likely to manage all their household finances in the United States. And yet, many still find themselves on the ropes, not knowing what to do. Sherri Eigen and Diane Cardano join together to give some helpful insights and tips to regarding retirement vs. single women. …
You could be receiving your early retirement package whether expectantly or not. Nevertheless, when you are faced with this situation, it helps to know how to navigate early retirement. The Thrive experts discuss all the necessary things you need to know about making retirement decisions, from healthcare up to pension, providing answers for the …