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Posts Tagged ‘Investment’

DJIA, S&P 500, and NASDAQ Reach New Heights and More!

U.S. STOCKS REACH FRESH HIGHS AS GDP IS REVISED UP AND THE 2019 HOLIDAY SHOPPING SEASON COULD SET NEW RECORDS The four major U.S. stock market averages closed the Thanksgiving week with green numbers that gave investors reasons to give thanks The DJIA, S&P 500, and NASDAQ all reached new record highs and even the…

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Weekly Economic Update

U.S. STOCKS DECLINE MODESTLY, SNAPPING SIX CONSECUTIVE WEEKS OF GREEN NUMBERS The U.S. equity markets paused this week, retreating modestly after six weeks of impressive gains NASDAQ declined just 0.2%, followed by the S&P 500’s drop of 0.3% The smaller–cap Russell 2000 and the mega–cap DJIA both declined this week too, as both indices lost…

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Thrive Weekly Economic Update – October 28th, 2019

MARKETS UP FOR THE THIRD WEEK IN A ROW AS MORE COMPANIES ARE REPORTING POSITIVE EARNINGS SURPRISES THAN EXPECTED U.S. stock markets rose for the third consecutive week, ending very close to their record highs NASDAQ led the way with a gain of 1.9%, followed by the small–cap Russell 2000’s gain of 1.5%, the S&P…

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Thrive Weekly Economic Update – October 21st, 2019

MARKETS MOSTLY UP AS EARNINGS SEASON KICKS OFF AND THE IMF AGAIN CUTS ITS GLOBAL GROWTH OUTLOOK FOR 2019   Stocks finished the week mostly higher as earnings season got off to a great start and amidst positive developments that the trade saga with China is getting closer to resolution The small–cap Russell 2000 led…

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Global Performance for the Third Quarter 2019

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…

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Thrive Weekly Economic Update – October 8th, 2019

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…

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Common Mistakes in the Marketplace

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. — David, set the table for us. What are…

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Where Are Your Tax Dollars Going?

  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.       I would like to start this weeks blog by praising our Thrive Army. We can say with an unconditional…

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Oh No! Did I Make a Mistake?

    An article titled “The Three Mistakes That Can Cost You a Fortune” is discussed as well real life stories that exemplify the importance of getting a professional’s opinion on Social Security. The Thrive experts bring real information, real understanding, and real solutions as they address the subject of taxes in retirement which is…

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Have You Planned For Your Future?

  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…

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