Weekly Market Update – October 19, 2020 AS EARNINGS SEASON KICKS OFF, STOCKS ENDURE A CHOPPY WEEK PUNCTUATED BY LOTS OF UNCERTAINTIES AND VOLATILITY As earnings season kicked off, glass-half full investors will say that stocks ended the week higher, but just barely Technically, one can say that NASDAQ trounced the other indices as it…

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STOCKS MAKE BIG WEEKLY JUMPS AS THE DJIA, S&P 500 & RUSSELL 2000 ALL RECORD MILESTONES AND NASDAQ CONTINUES ITS TORRID PACE Weekly Market Update – October 13, 2020   U.S. stocks jumped during the first full week in October, as all the major indices advanced significantly, with small-caps making a big leap on the…

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Joe Krause: What do your IRA, 401k, social security benefits and investment income have in common? They could all get clobbered by taxes when you retire, leaving you with a fraction of your nest egg. Welcoming everyone to Roadmap to Retirement, the Radio Show along with David Bezar, Karen Bezar and Bret Elam, David, over…

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ANOTHER MIXED WEEK FOR U.S. STOCK MARKETS AS GOLD FALLS, OIL DROPS AND THE U.S. DOLLAR RISES Weekly Market Update – Sept 28, 2020 It was another mixed week for U.S. stock markets, leaving investors trying to decide which way the trend is headed The S&P 500 was down 0.6%, which technically is its fourth…

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  Speaker: Welcome to Roadmap to Retirement the Radio Show with David Bezar, Karen Bezar, and Bret Elam from Thrive Financial Services who have been featured on Fox, ABC, NBC, The Wall Street Journal, and more. Saving for retirement is a great start but it’s what you do with this money that really matters. Speaker:…

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U.S. STOCK MARKETS MIXED AS SMALL-CAPS OUTPACE LARGER-CAPS AND VALUE NAMES OUTPACE GROWTH NAMES Weekly Market Update – Sept 21, 2020 It was a mixed week for U.S. stocks, as small caps snapped a two week losing streak and the larger caps extended their losing streak to three weeks The smaller-cap Russell 2000 jumped 2.6%…

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Speaker: Saving for retirement is a great start, but it’s what you do with this money that really matters. What’s your strategy to reduce taxes? Generate income in retirement? Reduce your risk and get even more from Social Security? This is where you can count on straightforward and objective advice about how you can make…

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U.S. EQUITY MARKETS LOSE GROUND FOR THE SECOND WEEK IN A ROW DESPITE MOSTLY POSITIVE ECONOMIC DATA AND LESS VOLATILITY Weekly Market Update – Sept 14, 2020 The markets continued to head south on the Labor Day-shortened trading week and despite some big daily movements, volatility actually declined as the week wore on The large…

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U.S. EQUITY MARKETS RETREAT FROM RECENT HIGHS AMIDST LIKELY PROFIT-TAKING AND BETTER THAN EXPECTED EMPLOYMENT DATA The beginning of the week saw U.S. equity markets hit new highs, but momentum quickly shifted amidst profit taking and increased volatility, pushing the markets to give up most of their gains from the previous week NASDAQ dropped the…

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NASDAQ and S&P 500 hit new highs as U.S. manufacturing expands and construction spending remains strong   August Makes 5 Straight Positive Months As we close the book on another month, investors rejoiced as global equity markets continued to advance and recorded a very positive August, pushing two of the major U.S. equity markets to…

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