Thrive Financial Group

10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

09/09/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

10/25/2024

What's the secret to building a lasting legacy that extends beyond financial wealth? Find out how to instill values and financial wisdom in future generations. Partner with Thrive Financial Group to create a legacy plan that aligns with your family's vision.

Most of your legacy will be out of your control. Rather than try to micromanage it, focus on instilling the right principles in your kids early, giving them a solid financial education and not pressing on them so hard that they have the desire to rebel.

10/24/2024

Wealth isn't just about accumulation, it's about making a meaningful difference. Discover how strategic philanthropy can amplify your impact and create a lasting legacy. Explore innovative approaches to giving, from impact investing to supporting social enterprises.

In this section Toolkit Home Open Menu What is High Impact Philanthropy? Open Menu Four Philanthropic Plays Open Menu Nonprofits Making an Impact Open Menu Using Nonprofit Exemplars: Lessons Learned ADES Build Up Nepal Capital Good Fund Genesys Works Healthy Learners HomeStart’s The Renew Collabor...

10/23/2024

It’s National Estate Planning Week—a great time to think about your legacy and ensure your loved ones are protected. Estate planning isn’t just for the wealthy; it’s for everyone. Reach out for guidance on how to secure your assets and plan for the unexpected.

10/22/2024

Last week, financial markets saw a strong rally following the Federal Reserve's (Fed) announcement of a 50-basis-point rate cut on Wednesday. Read More.

Penn Mutual Asset Management is committed to serving the institutional marketplace by offering fixed income investment solutions and client-focused services

10/11/2024

It's been said, there are 3 types of information...
1) Information you know
2) Information you don't know
3) ...and information you don't know you don't know

If you have any $$ needs in buckets 2) or 3), let's put our heads together and find out how we can help! -Dream Big, Plan Smart...

10/09/2024

🏛️ History Comes to Light in Sicily
Archaeologists have made a fascinating discovery on the island of Pantelleria: 27 ancient Roman silver coins dating back to 94-74 B.C.

The Story:
These denarii were found "hidden in a hole in the wall" during restoration work on a historic Acropolis. Spotted after rainfall loosened the soil, this treasure offers a glimpse into life during the Roman Republic.

But why were they hidden?
Dr. Thomas Schäfer suggests a thrilling possibility: "The coins may have been concealed during a pirate invasion and never recovered."

Do you have un-discovered or hidden possibilities already in your possession for your financial future, dreams or aspirations? Maybe a slight change in your financial strategy could be the optimization you need that makes all the difference?

What financial optimizations could be awaiting you - Dream Big, Plan Smart...


Source:

Archaeologists unearthed a collection of 27 silver coins that officials say date back to the ancient Roman Republic.

10/09/2024

National Retirement Security Week is the perfect reminder to review your financial goals and ensure you're on track for the future. Small steps today can make a big difference tomorrow.

Many long-time employees have been recently impacted by company layoff's and early retirement incentives. How are you financially positioning yourself for a successful and enjoyable "chapter 2" career?

Need guidance? Reach out to us for help with your retirement strategy. Dream Big, Plan Smart...

10/08/2024

🚨 Postage Alert: Stamp prices jumped to 73¢ on July 14.
But wait, there's more to this story than meets the eye…

This is the 6th increase in just 3 years, outpacing inflation. Businesses, not individuals, may feel the biggest pinch.

It's a small change that hints at larger economic shifts. Keep an eye on these trends; they're part of the bigger financial picture!

How is your financial plan built to account for inflation? Need help?...Connect with Thrive Financial Group to lend a hand!



Source:

On Sunday, the cost of a stamp is going up for the second time this year, jumping 5 cents for first class postage to 73 cents. You probably didn’t notice.