Insights

The differences between real estate, stocks, bonds & mutual funds
The differences between real estate, stocks, bonds & mutual fundsWondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.
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Life insurance may be an important resource for your small business. It can help secure your loved ones' financial futures, provide a clear succession plan and protect your business from financial harm. Learn more about how life insurance can help protect your small business: https://bit.ly/4ds6lgB
September 2026 Market Update: Healthy growth sends stocks to new highs
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
The great wealth transfer: What baby boomers need to know
The great wealth transfer: What baby boomers need to knowTrillions 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 ⬇️
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Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.
rrisd-pief-school-supplies-drive.pdf
rrisd-pief-school-supplies-drive.pdfThrough Thrivent Financial, I am partnering with Altitude Trampoline Park to collect supplies for the Round Rock ISD School Supply Drive. Please check out the flyer and come bring supplies that will help students in need! I will be at the Thrivent Table giving out resources related to college planning Tue-Thu from 2-4 pm --feel free to stop by and say hi! Otherwise, the supply drop off location/time is below: Altitude Trampoline Park 2800 South Interstate 35 Round Rock, TX 78681 Monday, July 27th – Thursday, July 30th from 10 am – 8 pm If you have questions, please reach out:
rrisd-pief-school-supplies-drive.pdf
rrisd-pief-school-supplies-drive.pdfThrough Thrivent Financial, I am partnering with Altitude Trampoline Park to collect supplies for the Round Rock ISD School Supply Drive. Please check out the flyer and come bring supplies that will help students in need! The supply drop off location/time is below: Altitude Trampoline Park 2800 South Interstate 35 Round Rock, TX 78681 Monday, July 27th – Thursday, July 30th from 10 am – 8 pm If you have questions, please reach out: alicia.ayodele@thrivent.com 737-405-1112
rrisd-pief-school-supplies-drive.pdf
rrisd-pief-school-supplies-drive.pdfThrough Thrivent Financial, I am partnering with Altitude Trampoline Park to collect supplies for the Round Rock ISD School Supply Drive. Please check out the flyer and come bring supplies that will help students in need! I will be at the Thrivent Table giving out resources related to college planning Tue-Thu from 2-4 pm --feel free to stop by and say hi! Otherwise, the supply drop off location/time is below: Altitude Trampoline Park 2800 South Interstate 35 Round Rock, TX 78681 Monday, July 27th – Thursday, July 30th from 10 am – 8 pm If you have questions, please reach out: alicia.ayodele@thrivent.com 737-405-1112
6 common investing mistakes & how to avoid them
6 common investing mistakes & how to avoid themWhat 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. 👇
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Thinking about purchasing disability income insurance coverage? It can help protect a portion of your income if illness or injury interrupts your ability to work. But there are other considerations to make before purchasing.​ ​ Let’s set up time to discuss if disability income insurance is right for you.​ See thrivent.com/social for important disclosures.
Steady growth, stubborn inflation: Q3 2026 market outlook
Steady growth, stubborn inflation: Q3 2026 market outlookEconomic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️
Investing in volatile markets: Smart strategies for confident investing
Investing in volatile markets: Smart strategies for confident investingMarket fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next.
What is a deferred annuity & how does it work?
What is a deferred annuity & how does it work?Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits: 👉 Income in retirement 👉 Risk-based options 👉 Tax-deferred growth 👉 Optional rider benefits For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
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Retirement can feel like it’s a lifetime away—until suddenly it’s not. Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement. Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin
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Retirement planning doesn't stop when you start a business. In fact, that's when it matters more. As a small business owner, you'll want to choose a retirement plan that supports the financial future you're working toward. Which tax-advantaged retirement account fits your goals? This guide breaks down the differences between each option: https://bit.ly/3JqVOcb
When should you get life insurance?
When should you get life insurance?Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️
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When you're in your 20s or 30s, estate planning might not be top of mind—but it should be. For younger adults, it’s less about passing on wealth and more about ensuring someone you trust can step in and make critical healthcare or financial decisions on your behalf. Learn more about the key documents that can help: https://bit.ly/42xHjda
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Feeling behind financially? Don’t fret—time is still on your side. With the right financial planning, you can take control of your money and work toward your goals with confidence—whether you want to buy a home, start a family, pay off student loans or something else. Here’s how to get started ➡️https://bit.ly/4r9sw2Y
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Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off. Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world. Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm
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If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ