Investing in volatile markets: Smart strategies for confident investingMarket volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.
What are common mistakes people make when investing?
1️⃣ Lacking diversification
2️⃣ Trying to time the market
3️⃣ Investing with your emotions
4️⃣ Ignoring fees and taxes
For more mistakes to watch out for and smart strategies to consider: https://bit.ly/4cpFT8s
Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here >> https://bit.ly/4j1GQWX
Here are questions to consider when investing:
✔️ What are your financial goals?
✔️ How much can you afford to invest?
✔️ What is your risk tolerance?
✔️ How can you help ensure your portfolio is diversified for long-term growth?
Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them.
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Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.
Thrivent wins LSEG Lipper Fund Awards United States 2025Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2025 winner for Thrivent Small Cap Stock Fund.
Thrivent ranked among Barron’s Best Fund FamiliesThrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2024. Learn more about this ranking. 👇
If you:
• Value generosity and making a community impact.
• Want a support network and access to mentorship.
• Have a desire to help people reach their financial goals.
💼 You could have a lucrative career as a Thrivent financial advisor. Explore opportunities: thriventcareers.com/3EtoBdj
Tax season is the perfect time to reflect on your financial goals and plan ahead. From retirement savings to tax efficient strategies, learn more about managing taxes year-round. >>> https://bit.ly/4htwqyn
Financial Planning is more than getting people from A to B on a budget - It's emotional
Strategies must be built with the individual, family, or small business in mind
It is:
- Discussions built on goals and preferences
- Evaluations of needs, wants, and wishes
- Creation of a hierarchy of priorities
- Discovery of any uncertainties and risks
- Unveiling areas of opportunities and insufficiencies
- Managing the present while building a foundation for the future
- Building flexibility and liquidity to withstand life's tests
While we are very performance and analytically-oriented, we miss unless it checks your boxes and fills your buckets - and these are different for everyone.
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As you help your child prepare for college, make sure to add the FAFSA to your to-do list. By submitting the application, you can help maximize the financial aid support and avoid surprises. Learn more: https://bit.ly/4gkcb54
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan.
1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.
Learn more about what makes up a solid financial plan and the process for creating your own.
2024 IRA contribution deadline: There's still time to maximize your savingsIt may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.
How to start an emergency fund—the right wayPlanning ahead for emergencies can help reduce your stress as they happen. 💡 Here are tips to start an emergency fund.
Are your retirement savings on track?Whether retirement is far off or fast approaching, there are steps you can take to accelerate your savings. One option is to fully fund an IRA by April 15. Here are more ways you can boost your savings.
Thinking about how much to save for your child's college education? Follow these helpful guidelines to prioritize and plan for future costs >> https://bit.ly/4hyFYI4
Snowball method - Pay off smallest debt first. Quick wins, big motivation.
Avalanche method - Pay off highest-interest debt first. Save more long-term.
Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.
2024 market review: A year of transitionsIn this recap of markets in 2024, Thrivent leadership discusses why the economy stayed resilient, even with several headwinds.
Owning a home can be a chance to plant roots and thrive within a community. 🏠
Consider 5 key steps to make that dream a reality:
1️⃣ Set monthly savings goals
2️⃣ Explore <20% down payment options
3️⃣ Save for unexpected costs
4️⃣ Use high interest savings
5️⃣ Be flexible
How an allowance for kids teaches financial lessons for adulthoodLooking for a way to teach your children the value of money? An allowance can help them understand the basics of budgeting and saving. Here are some things to consider before giving out an allowance. ⬇️
