Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image VIEW MORE +
Image

How the SECURE Act 2.0 changed RMDs

Wondering how the SECURE Act 2.0 has impacted required minimum distributions (RMDs)? Take a look at these four changes and let’s connect if you want to discuss how this may impact your retirement plans.

At the end of 2022, Congress passed a law pertaining to retirement accounts, such as 401(k)s, that affects all investors. The SECURE Act 2.0 was designed to...

Image VIEW MORE +
Image

March 2023 Market Update: Stocks in box as economic uncertainty continues

Stocks have been trading in a very narrow range over the past few months, as the Fed struggles to bring inflation down to a reasonable level. That trend could continue for several months since consumer spending, discretionary income, and other inflationary factors have remained stubbornly resilient. See the latest details on key market and economic factors in the March Market Update.

Stocks have been trading in a narrow range in recent months, with the S&P 500 yo-yoing between about 3,700 and 4,150 since last September, as economic...

Image VIEW MORE +
Image

5 tax-efficient strategies to include in your retirement plan

Protect your retirement savings by implementing these five tax-efficient strategies into your retirement plan.

Nearing retirement age? These tax-efficient strategies – starting with your 2022 tax filing – can help you reduce your taxes for the long term. While Thrivent...

Image VIEW MORE +
Image

3 ways to approach market volatility

Whatever happens with the market, there are steps you can take that may help to mitigate the effects of volatility.

Volatility is an inevitable part of investing in the stock market, but you can help reduce its impact by diversifying your holdings, staying in the market no...

Image VIEW MORE +
Image

Investing habits you can share with your kids

Wondering how you can instill a lifelong habit of investing into your children? Check out these strategies you can use to help them learn the value of investing.

One of the basic truths of life is that your children learn how to do things by watching you. If you want them to treat others with kindness and to practice...

Image VIEW MORE +
Image

Should I do a Roth IRA conversion when the market is down?

Is now a good time for a Roth IRA conversion? Take a look at this helpful information to see if this would be the right move for you.

For most investors, 2022 has been a year full of uncertainty. Soaring inflation and unease over the economy have sent stocks reeling, leaving depressed...

Image VIEW MORE +
Image

Saving for college and your retirement: Finding the balance

Want to make sure you’re prioritizing your child’s education and your own retirement at the same time? Here are some general guidelines on saving for both along with educational funding options you can explore.

You can save for your child’s educational costs and your retirement. It may require some sacrifice over many years, but you can help your child without...

Image VIEW MORE +
Image

Don’t Fear Volatility - Capitalize On It Through Dollar Cost Averaging Article

Rather than fear market volatility, why not take advantage of dollar cost averaging to try and improve your long-term returns?

Dollar cost averaging lets you ride out market volatility and take advantage of potential upward trends by sticking to a set investment amount every month so...

Image VIEW MORE +
Image

Roth IRA benefits go beyond retirement

Did you know that your Roth IRA can be used for more than retirement? It can also be used towards purchasing a new home or college funding. Read further for more details.

Roth IRAs (Individual Retirement Accounts) are often touted for their tax-advantaged retirement savings benefits, but your Roth IRA can also serve as a...

Image VIEW MORE +
Image

How to handle a volatile market: Timely advice for challenging times

Wondering how you should navigate a volatile market? Take a look at these six steps for coping with a declining or volatile market.

Recent volatility in the stock market has been unsettling for many investors who may be wondering whether it's time to overhaul their investment strategy-or...

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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

Thrivent logo

Copyright: © 2024 Thrivent. All rights reserved.