Investments

MARKETS END THE WEEK MIXED TO CAP OFF A REMARKABLE YEAR

Weekly Market Update — January 3, 2020 The U.S. stock markets inched down during the final holiday-shortened week of 2019, ending their recent win streak but still capping off a remarkable year On the week, NASDAQ inched up 0.2% whereas the S&P 500 and the DJIA declined 0.2% and 0.4%, respectively The smaller–cap Russell 2000 …

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Santa Brings The Markets More Presents & Some Lumps of Coal

SANTA BROUGHT THE MARKETS MORE PRESENTS AND SOME LUMPS OF COAL DURING THE HOLIDAY SHORTENED WEEK The Christmas–shortened trading week brought investors more presents and less coal, as NASDAQ crested the 9,000-point threshold for the first time and the S&P 500 and DJIA set new records NASDAQ moved up 0.9% on the week, followed by …

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The Importance of Knowing Your Insurance

David Bezar, Bret Elam, and Karen Bezar discuss topics such as managing your investments, as well as retirement preparation and knowing which insurance policies will work for certain situations. In partnership with Del-Val Insurance, Jim Muelbronner will also be discussing the topic of insurance. Listen to the podcast here: [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-importance-of-knowing-your-insurance\” title=\”The Importance of Knowing …

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Taxes, Taxes and More Taxes!

David Bezar, Bret Elam, and Karen Bezar discuss common tax mistakes, the importance of planning retirement early, and problems within the financial industry [smart_track_player url=\”https://soundcloud.com/livewiththrive/thrive-0811-podcast\” title=\”Taxes, Taxes, and More Taxes\” ] Today we\’re going to address one of the things that does have major impact on retirement, which is taxes. Before I get into that …

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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. — [smart_track_player url=\”https://soundcloud.com/livewiththrive/915show\” title=\”Common Mistakes in the Marketplace\” ] …

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