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Insights

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

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"Education is the most powerful weapon which you can use to change the world." — Nelson Mandela Being able to rub elbows and talk with the wonderful people at various Habitat for Humanity chapters over the past two days has been amazing and eye opening. Our biggest takeaway is hearing the need for education and information as it pertains to finances and financial literacy. I love getting to be a part of an organization that is willing and able to arm folks with the appropriate knowledge to live lives of purpose! Can’t wait to connect further!

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"Education is the most powerful weapon which you can use to change the world." — Nelson Mandela Being able to rub elbows and talk with the wonderful people at various Habitat for Humanity chapters over the past two days has been amazing and eye opening. Our biggest takeaway is hearing the need for education and information as it pertains to finances and financial literacy. I love getting to be a part of an organization that is willing and able to arm folks with the appropriate knowledge to live lives of purpose! Can’t wait to connect further!

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Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56

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Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56

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🏭 Small Business Owner? Here’s Why a Financial Advisor Matters: Running a business means wearing many hats — but your finances shouldn’t be one you wear alone. Here’s how a financial advisor can help: 🔎Strategic Planning – Align your personal and business goals 🗃️ Tax Efficiency – Structure wisely and reduce your tax burden 💵 Cash Flow Management – Stay in control and plan ahead 🔒 Risk Protection – Safeguard what you’ve built 📑 Succession Planning – Be ready for retirement or transition ⏳ Retirement Plans – Don’t forget about your own future 👓 Clear Guidance – Make smart, informed decisions Your business is your passion. A financial advisor helps protect it — and helps it grow. 💬 Ready to talk? Let’s connect.

🏭 Small Business Owner? Here’s Why a Financial Advisor Matters: Running a business means wearing many hats — but your finances shouldn’t be one you wear alone. Here’s how a financial advisor can help: 🔎Strategic Planning – Align your personal and business goals 🗃️ Tax Efficiency – Structure wisely and reduce your tax burden 💵 Cash Flow Management – Stay in control and plan ahead 🔒 Risk Protection – Safeguard what you’ve built 📑 Succession Planning – Be ready for retirement or transition ⏳ Retirement Plans – Don’t forget about your own future 👓 Clear Guidance – Make smart, informed decisions Your business is your passion. A financial advisor helps protect it — and helps it grow. 💬 Ready to talk? Let’s connect.

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S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook

Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️

The rating reflects Thrivent’s strong financial profile and performance MINNEAPOLIS (May 6, 2025) – S&P Global Ratings recently affirmed its AA+ (Very Strong...

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Thrivent Action Teams in…ACTION! An amazing opportunity to serve alongside some incredible people for an even better cause. We packed almost 14,000 apple cinnamon oatmeal meals for a couple of great organizations in the Sugar Land area. Knowing that high school students will have a decent breakfast is something that certainly hits close to home. I’ll probably be smelling cinnamon in my dreams tonight…

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Thrivent Action Teams in…ACTION! An amazing opportunity to serve alongside some incredible people for an even better cause. We packed almost 14,000 apple cinnamon oatmeal meals for a couple of great organizations in the Sugar Land area. Knowing that high school students will have a decent breakfast is something that certainly hits close to home. I’ll probably be smelling cinnamon in my dreams tonight…

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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May 2025 Market Update: Volatility goes up and down

Mixed economic data in April presents a lot of uncertainty in the economic markets. Read Thrivent Asset Management's analysis on what this means for investors in the May Market Update.

Economic data from April showed the economy slowing and raising the odds for a recession.

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How to invest for retirement: Account types & strategic moves

Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax...

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February 2025 Market Update: A strong but volatile start

Thrivent’s latest market update shares our leadership’s views on the key risks the U.S. economy is facing.

2025 started off with sustained economic growth, but we are watching waning consumer confidence closely.

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Looking to build a meaningful career as a financial advisor? Thrivent offers multiple paths to help you serve clients and reach your goals. You can: ⭐ build a financial advice business ⭐ join an established practice ⭐ become part of our Virtual Advice team Find your career fit >> thriventcareers.com/4gdXRLM

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Looking to build a meaningful career as a financial advisor? Thrivent offers multiple paths to help you serve clients and reach your goals. You can: ⭐ build a financial advice business ⭐ join an established practice ⭐ become part of our Virtual Advice team Find your career fit >> thriventcareers.com/4gdXRLM

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.

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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