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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Active & passive fund management: What’s the difference?

"Sorting through thousands of mutual funds and exchange-traded funds (ETFs) to find the ones most appropriate for you can be a daunting challenge." Let us help you decide if investing in funds is right for your financial goals. Disclosures: thrivent.com/social

Beyond the types of investments they hold, mutual funds and ETFs can be categorized based on their fund manager’s investment style.

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The great wealth transfer: What baby boomers need to know

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer. Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about. It can also help you: • Align your assets with what matters most. • Set clearer expectations for loved ones. • Reduce uncertainty with intentional planning. Discover how to help secure your legacy for your loved ones ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

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Wealth transfer

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Maximize your impact with a financial strategy that minimizes taxes.

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Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

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Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

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The Great Wealth Transfer: Timely guidance for givers & receivers

Do you expect to pass on or inherit wealth of any kind or quantity in the near future? Wealth transfer isn’t just a one-time financial event; it’s an ongoing practice of stewardship. Learn more about The Great Wealth Transfer and what it could mean for you.

More wealth is changing hands today than ever before in U.S. history. Learn what it could mean for you, your lovedonesand the legacy you want to leave behind.

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10 budget-friendly ways to achieve the vacation of your dreams

As the summer winds down, now could be the best time to start planning your next getaway. What is the vacation of your dreams?

You don't have to choose between a memorable getaway and your financial goals. With intentional planning and smart strategies, you can enjoy a vacation...

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Our View: 3rd quarter 2026 outlook

The Thrivent Asset Management team points to steady growth, stubborn inflation, and AI-driven opportunities as key factors shaping their Q3 2026 outlook.

Read now for Thrivent Asset Management’s view on some key factors influencing the economy and markets in the coming months for the third quarter of 2026.

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Thrivent’s recent Market & Economic Update highlighted how major influences like AI, oil and inflation are playing out across the economy. In short: Markets are up, but so is uncertainty—and gains tend to be concentrated. Having a solid long-term financial strategy is usually your best defense. Watch the full update here: https://bit.ly/3T9oifd And feel free to reach out to us if you’d like to discuss ways to hone your current mix.

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Thrivent’s recent Market & Economic Update highlighted how major influences like AI, oil and inflation are playing out across the economy. In short: Markets are up, but so is uncertainty—and gains tend to be concentrated. Having a solid long-term financial strategy is usually your best defense. Watch the full update here: https://bit.ly/3T9oifd And feel free to reach out to us if you’d like to discuss ways to hone your current mix.

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Asset allocation funds can help tame portfolio volatility

"Although diversification...does not eliminate risk, it may help reduce losses during stock market fluctuations." Let's discuss your portfolio and help you navigate your investment risk.

Investing in asset allocation mutual funds can help mitigate the risk of portfolio volatility.

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Considering disability income insurance coverage but want to know more about what it might cost?​ ​ Know that premiums typically range from 1%-4% of your income. However, factors like the amount of income you want covered, your chosen benefit period, age and health ultimately determine what your premium will be. Dive deeper here: https://bit.ly/4vNjfPO

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Considering disability income insurance coverage but want to know more about what it might cost?​ ​ Know that premiums typically range from 1%-4% of your income. However, factors like the amount of income you want covered, your chosen benefit period, age and health ultimately determine what your premium will be. Dive deeper here: https://bit.ly/4vNjfPO

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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