Skip to content

Posts Tagged ‘retirement goals’

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…

Read More

TRUMP GETS IMPEACHED, NAFTA 2.0 PASSES & MORE!

TRUMP GETS IMPEACHED, NAFTA 2.0 PASSES, THE HOUSING MARKET STAYS STRONG AND THE MARKETS HIT MORE RECORD HIGHS Twas the week before Christmas and U.S. markets are finishing high, driven by low unemployment, strong housing and real progress with NAFTA 2.0, China and Brexit Despite an impeachment vote in the House of Representatives, the S&P…

Read More

Great Jobs Report, Mixed Market & More!

MARKETS END THE WEEK MIXED AS A GREAT JOBS REPORT AND JUMP IN OIL PRICES HELP TURN THINGS AROUND The markets ended the week mixed, after coming back from early–week losses when a very strong Jobs Report was released on Friday The week started with the S&P 500 losing about 2.3% early in the week,…

Read More

The 2019 World Series and the 2020 Markets

The 2019 World Series and the 2020 Markets Remember after the Houston Astros won in 2017? Or Cubs in 2016?   Is there actually a difference in stock market performance depending on who wins the World Series? Should you really change your investment plans based on an American League or National League victory? Of course…

Read More

GE FREEZES 20,000 PENSIONS – 100,000 Offered Lump-Sum Buyout

GE Workers on Edge After Pension Freeze November 15th Deadline Looms as Holiday Season Approaches   General Electric Co. said it was freezing its pension plan for about 20,000 U.S. workers and offering pension buyouts to 100,000 former employees, as the conglomerate joins the ranks of U.S. companies phasing out a guaranteed retirement. GE is…

Read More

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…

Read More

The State of American Pensions

David, Karen, Bret, and Joe discuss the developing pension crisis within the United States, and what it could possibly mean for you and your future. David, we don’t use Punxsutawney Phil when we’re planning, we’re looking at retirement. But he has a pretty good record, at least in terms of predicting what the weather will…

Read More

The Thrive Process

Bret discusses new laws in 2019, Karen talks about the importance of women being involved in their retirement plans, and David goes over what to expect during a complimentary consultation with Thrive. We’re coming off of what I thought was a great discussion last week. There was a great example by Bret, which allowed me…

Read More

Expectations for Thrive in 2019

With 2019 now underway, David, Karen, Bret, and Joe discuss the goals set for Thrive Financial Services this year. Today’s show is going to be off the charts because we have so much going on. We have so much information. We’re about to start launching again, and we have an intention this year of doing…

Read More

Why Should I Choose Thrive?

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.  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 purpose in mind…

Read More