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.

Common Financial Planning Mistakes Special Needs Families Should Avoid

We are experiencing an increase in the number of individuals struggling with a variety of disabilities requiring special needs care. Autism is a common disability we are hearing more about. According to the National Institute of Neurological Disorders and Stroke, 1 out of 88 children, age 8, suffer from autism. Males are also four times more likely to have autism.

Recent Market Volatility: What do we do?

January has come to a close, Punxsutawney Phil saw his shadow (6 more weeks of winter…ugh!), we have more snow coming to the Northeast later this week, the Super Bowl was a blowout, and the stock market is experiencing volatility. Not the best of news during these depressing winter months.

Finance Lessons for Your Teen

The current economic environment has caused most everyone to reconsider their personal finances with many people having to drastically change their spending and savings habits. Out of this economic malaise may come an opportunity to finally instill the right habits in your teens.

Beware of Recency Bias!

Happy New Year!

As we embark on another year, it’s often a time when many consider what the future will hold, especially when it comes to their investment portfolio.

When Diversification Fails; and Why We Still Believe

Happy Holidays!

As 2013 comes to an end, the S&P 500 (largest 500 companies in the United States) is up 29.42% (as of 12/19/2013). Many compare their portfolio to this common index and will be in for a surprise as they review their year-end statements. Conversely, the Barclays United States Aggregate Bond Index (total United State bond market) is down 1.97%.

Key Estate Planning Documents You Need

There are four estate planning documents you may need, regardless of your age, health, or wealth:

2013 Major Tax Law Changes

If your income was more than $250,000 (married filing jointly (MFJ)) or 200,000 (filing single), you’ll pay more in taxes and be in for a shock!  Even if your income is below these thresholds you’ll likely have a higher tax bill. 

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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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