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Insights

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

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Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant funding each year? All you have to do is log in and decide where you want this year’s Choice Dollars®️ to go—be it a church, local charity or major nonprofit. Plus, Thrivent just made the experience easier and Choice Dollars are now available to every single member! We highly recommend taking advantage of this easy way to give back. Be sure to direct 2026 Choice Dollars and spread the word about this unique member benefit. See thrivent.com/social for important disclosures.

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Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant funding each year? All you have to do is log in and decide where you want this year’s Choice Dollars®️ to go—be it a church, local charity or major nonprofit. Plus, Thrivent just made the experience easier and Choice Dollars are now available to every single member! We highly recommend taking advantage of this easy way to give back. Be sure to direct 2026 Choice Dollars and spread the word about this unique member benefit. See thrivent.com/social for important disclosures.

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Summer Kick-Off ~

This Wednesday 05/27 at 5pm, we'll have a table the Boltz Summer Kickoff Event at Round Lake Park in Oviedo! If your kids enjoy basketball, water balloons, ice cream, and a color run obstacle course, register here: https://www.eventbrite.com/e/summer-kick-off-tickets-1987330455891?aff=oddtdtcreator?referenceId=apeiro-wealth-group

join Boltz Legal at Round Lake Park!

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As we pause to reflect and remember, we’re grateful today and every day. Wishing you a peaceful Memorial Day.

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As we pause to reflect and remember, we’re grateful today and every day. Wishing you a peaceful Memorial Day.

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Hoping you had as much fun as we did at the Thrivent Annual Celebration of Membership!

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Hoping you had as much fun as we did at the Thrivent Annual Celebration of Membership!

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While in Texas for the Thrivent Sierra Conference, Carlos enjoyed visiting Knibbe Ranch.

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While in Texas for the Thrivent Sierra Conference, Carlos enjoyed visiting Knibbe Ranch.

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Huge thank you to everyone who came out to our Community Shred Day! You helped us raise 101 food donations for the amazing non-profit HOPE Helps!

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Huge thank you to everyone who came out to our Community Shred Day! You helped us raise 101 food donations for the amazing non-profit HOPE Helps!

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Our Community Shred Event is tomorrow from 10am-Noon! Stop by our office parking lot with papers to shred, non-perishable food donations for Hope Helps, and enjoy a free shaved ice from Kona Ice! Event Details: https://ApeiroShredDay.Eventbrite.com/

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Our Community Shred Event is tomorrow from 10am-Noon! Stop by our office parking lot with papers to shred, non-perishable food donations for Hope Helps, and enjoy a free shaved ice from Kona Ice! Event Details: https://ApeiroShredDay.Eventbrite.com/

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Join us for Community Shred Day on Saturday 04/25 from 10am-Noon! Bring your documents that needs shredding, non-perishable food donations for Hope Helps, and enjoy a free shaved ice from Kona Ice! Register here: https://www.eventbrite.com/e/community-shred-day-hosted-by-apeiro-wealth-group-tickets-1984649299480?aff=oddtdtcreator?referenceId=apeiro-wealth-group

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Join us for Community Shred Day on Saturday 04/25 from 10am-Noon! Bring your documents that needs shredding, non-perishable food donations for Hope Helps, and enjoy a free shaved ice from Kona Ice! Register here: https://www.eventbrite.com/e/community-shred-day-hosted-by-apeiro-wealth-group-tickets-1984649299480?aff=oddtdtcreator?referenceId=apeiro-wealth-group

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial...

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

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