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 …
Thrive Weekly Economic Update – October 28th, 2019 Read More »
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 …
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 …
GE FREEZES 20,000 PENSIONS – 100,000 Offered Lump-Sum Buyout Read More »
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 …
[smart_track_player url=\”https://soundcloud.com/livewiththrive/tax-problems-we-have-the-answers\” ] Big weekend in Philadelphia, or in Florida, rather, for Philadelphia fans as Bryce Harper makes his debut at spring training today and with all of the conversation about the signing of Bryce Harper and that unbelievable contract. Some of the stories surfaced after about where Bryce Harper would live because of tax …
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, Bret, Karen, and Joe discuss the growth and improvements within Thrive Financial Services in 2018, as well as new policies that will be in effect in 2019. [smart_track_player url=\”https://soundcloud.com/livewiththrive/2018-year-in-review\” ] David, I want to begin by thanking you, by thanking Karen, and by thanking Bret on behalf of all of the people who have …
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 are joined by Jim and Fran from Del-Val Insurance as they discuss current financial trends heading into 2019 such as extreme market volatility, which could cause uncertainty heading into the new year. [smart_track_player url=\” https://soundcloud.com/livewiththrive/financial-trends-to-look-out-for-in-2019\” ] I’d like welcome in David Bezar to begin the conversation. It\’s going to be rapid …
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 …