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Happy Birthday USA

Happy Birthday to the United States of America!

This 4th of July is special for Thrive. We are grateful for the opportunity to build a company founded on independence, honesty, and hard work. Thank you for helping us live the “American Dream!”

What Would Warren Buffet Do?

Everyone can learn some valuable lessons from Warren Buffet, arguably the most successful investor of all time. Buffet has two strict rules about investing that anyone would find, well, frustratingly simplistic.

Saving Versus Paying Off Debt

The saving versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Pose this question to a group of financial planners and the responses will be split, roughly down the middle. While there might be as many advocates for savings as there would be for paying down debt, the broad consensus will likely be that it really depends on the situation.

Why Good Leaders Make You Feel Safe

Happy Memorial Day!

As we honor our armed service men and women, here is a TED talk by Simon Sinek "Why Good Leaders Make You Feel Safe". A timely and thought-provoking message. Well worth your time.

Enjoy!

Getting the Most from Your 401(k) Plan

401(k) plans were established by Congress to encourage individual savings towards retirement. Offered through employers, the plans are generally available to eligible employees who are allowed to contribute a percent of their salary to the plan.

The Importance of an Investment Philosophy

If you listen to any of the world’s leading investors they will tell you that nothing is more important to long-term investment success than a clear investment philosophy. More important than a sound investment strategy? Yes, they will tell you, because strategy, while important, is nothing more than a manifestation of an investment philosophy.

How to Achieve the Highest Quality of Life in Retirement

Today’s retirees are finding that retirement requires at least as much psychological and emotional preparation as it does financial preparation. So, retirement planning needs to include a thorough assessment of human assets and liabilities along with an assessment of financial assets and liabilities.

Fiduciary Difference; Why It Matters To You

This week we decided to forgo our normal blog post for vlog post. Yes, vlog is actually a word meaning, “video-blog.”

The topic this week: Fiduciary vs. Suitability Standard.

Thrive Wealth was founded on the principles of being a fiduciary to our clients. Meaning, we owe our clients 2 main duties:

Spring Clean Your Finances

Although it may feel like winter will never end, Spring is upon us and what better time to clean up and clean out. Many of us will be eager to get outside and put our hands in the dirt but in these last few cold days of Spring, time may be better spent getting our “financial houses” in order.

It’s not how much you make; it’s how much you keep

The psychological effect of the Great Recession of 2008 was traumatic to say the least. Some experienced as much as a 40% loss on their investments leading to distrust of our system and investment paralysis (i.e. I don’t know what to do, so I do nothing). However, since then, we have experienced five years of favorable investment returns.

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Thrive Wealth Management, LLC’s (Thrive) web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt.  Thrive provides advice and makes recommendations based on the specific needs and circumstances of each client.  Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Thrive is not a broker dealer and does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs.

Thrive Wealth Management, LLC works as your personal financial advisor or financial planner, offering you a wide range of services such as investment management, retirement planning, insurances, succesion, retirement, tax, small business and many more. We proudly serve clients from King of Prussia and Valley Forge PA, as well as the surrounding communities.

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