STOCKS END THE WEEK MIXED DESPITE POSITIVE VACCINE NEWS, SIZZLING HOUSING AND STRONG RETAIL SALES Stocks ended the week mixed as the tech-names and smaller-cap names outpaced their larger-cap and non-tech names on the week The S&P 500 and DJIA both lost ground, dropping 0.8% and 0.7%, respectively, while the tech-laden NASDAQ inched up …
Flourish | Prosper | Succeed Meet Our Team Kathy Olivari, Associate Financial Advisor Kathy joined the Thrive Team in 2020 bringing with her a wealth of knowledge and experience with over 30 years in the financial services industry. She is extremely well rounded and has exposure to a variety of positions including being a …
Thrive Roadmap to Retirement Digest – November 2020 Read More »
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 …
AS EARNINGS SEASON KICKS OFF, STOCKS ENDURE A CHOPPY WEEK… Read More »
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 …
STOCKS MAKE BIG WEEKLY JUMPS AS THE DJIA, S&P 500 & RUSSELL 2000… Read More »
[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/being-proactive-in-your-tax-planning-never-reactive\” social_linkedin=\”true\” social_email=\”true\” ] 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 …
Being Proactive In Your Tax-Planning… Never Reactive Read More »
STOCKS END THE WEEK AND THE QUARTER PAINTED GREEN AS PRESIDENT AND FIRST LADY TEST POSITIVE FOR COVID Weekly Market Update — October 6, 2020 The U.S. equity markets shook off the September swoon and started October off by ending the losing streaks of the past few weeks The DJIA led the way with a …
Home Prices Skyrocketing from August 2019, A Solid Third Quarter &… Read More »
Download our Latest Guide! Take Charge Of Your Taxes | Knowledge You Need For Proactive Planning AVOID SURPRISES AT TAX TIME – Take a look at the changes that could affect your return The phenomenon known as the “bracket creep” Deductions and exemptions that may apply to your situation Download Now > ANOTHER MIXED …
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 …
ANOTHER MIXED WEEK FOR U.S. STOCK MARKETS AS GOLD FALLS… Read More »
[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/the-psychological-impacts-of-uncertainty-with-money\” social_linkedin=\”true\” social_email=\”true\” ] 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 …
The Psychological Impacts of Uncertainty With Money Read More »
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% …
U.S. STOCK MARKETS MIXED AS SMALL-CAPS OUTPACE LARGER-CAPS… Read More »