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 …
MARKETS END THE WEEK MIXED TO CAP OFF A REMARKABLE YEAR Read 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 …
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 »
David, Karen, and Bret discuss the progress within Thrive Financial Services after 3 months of 2019, as well as Tax Day approaching on April 15th. [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-evolution-of-thrive\” ] Tax Day, of course, is a day that gives a lot of people angst when they hear April 15th, but all is calm at Thrive Financial Services. …
David, Karen, Bret, and Joe dive into a discussion about taxes and break down some strategies for 2019. Karen also discusses current developing trends among senior citizens in the U.S. [smart_track_player url=\”https://soundcloud.com/livewiththrive/its-tax-season\” ] How quickly we went from ending up the month of February into the month of March, and now coming into our vision …
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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/the-thrive-process\” ] We\’re coming off of what I thought was a great discussion last week. There was a great example by Bret, …
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 …
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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/tfs922\” title=\”Where are your tax dollars going?\” ] I would like to start this weeks blog by praising …
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 …