Financial News and Articles with Bruno Dornelas in Bellevue WA

Insights

It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last. Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️

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. ⬇️

Financial planning for millennials: A comprehensive guideDoes it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️ Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.

Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

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. ⬇️

Recession fears may have faded, but it’s still a good idea to keep certain economic indicators on your radar. Learn what Thrivent’s Chief Investment Strategist Steve Lowe watches most closely: https://bit.ly/4fG49pR

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Two retirees both start with $1,000,000 and earn the exact same 25 annual returns, averaging 6.24%. The only difference is the order those returns show up. One gets the down years first, the other gets them last. After 25 years, one ends with $0 and the other ends with $1,190,133. Same investments. Same average return. Different timing. That's sequence of returns risk. It's not what your portfolio earns, it's when it earns it. . . . . . . . . See thrivent.com/social for important disclosures.

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Happy to share Thrivent has been named to the Fortune 500 list in 2026 for the 32nd consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

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Thrivent Social Media Privacy Policy, Guidelines, Disclosures & DisclaimersOne thing that surprises people over time: As net worth grows, complexity grows faster. More accounts. More tax considerations. More moving pieces. The goal usually isn’t just growth anymore. It’s coordination. Want to talk through your situation? Visit my website to book a 15-minute call or reach out anytime. Link is in my bio. See thrivent.com/social for important disclosures.

Thrivent Social Media Privacy Policy, Guidelines, Disclosures & DisclaimersStock options can look like upside. But they also come with decisions: → when to exercise → how to fund it → what the tax impact looks like And those decisions don’t always line up perfectly with market timing. Want to talk through your situation? Visit my website to book a 15-minute call or reach out anytime. Link is in my bio. See thrivent.com/social for important disclosures.

Thrivent Social Media Privacy Policy, Guidelines, Disclosures & DisclaimersWhen income is high, retirement accounts often get treated as secondary. But things like: → tax deferral → Roth strategy → contribution timing still matter long term. Especially when income levels change. Want to talk through your situation? Visit my website to book a 15-minute call or reach out anytime. Link is in my bio. See thrivent.com/social for important disclosures.

Thrivent Social Media Privacy Policy, Guidelines, Disclosures & DisclaimersOne thing that comes up often with higher net worth families: Not all assets are equal. Some are liquid. Some are tied up. Some are taxable in ways that aren’t obvious. On paper everything looks strong. In practice, it takes a bit more coordination. Want to talk through your situation? Visit my website to book a 15-minute call or reach out anytime. Link is in my bio. See thrivent.com/social for important disclosures.

Thrivent Social Media Privacy Policy, Guidelines, Disclosures & DisclaimersTaxes tend to be straightforward until income varies. Then things like: → equity compensation → bonuses → severance → capital gains all start layering together. That’s when planning matters a bit more year-to-year. Want to talk through your situation? Visit my website to book a 15-minute call or reach out anytime. Link is in my bio. See thrivent.com/social for important disclosures.

Thrivent Social Media Privacy Policy, Guidelines, Disclosures & DisclaimersJoin us in Bellevue: Don’t Worry, Retire Happy with Tom Hegna Wednesday, June 3 | 11:30am–1:00pm PT El Gaucho, Bellevue The Northwest Thrivent Member Network is hosting a special educational event featuring retirement income specialist Tom Hegna. We’ll cover practical concepts designed to help you think more confidently about retirement, including: • Strategies to help maximize Social Security benefits • Approaches to managing inflation risk over time • Ways to evaluate sources of retirement income If you’re thinking about how to turn your savings into a sustainable income plan, this is a great opportunity to learn and ask questions in a relaxed setting. Space may be limited. Let me know if you’d like details on attending. . . . . . . . . No products will be sold. Tom Hegna is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

Seeing a lot of the tech layoffs in the news lately. We’ve been having a few of those conversations with clients too. From a planning standpoint, it’s a good reminder that income doesn’t always show up exactly how we expect it to. Most plans look great when everything is going right But the real question is does it still work when something changes? Want to talk through your situation? Visit my website to book a 15-minute call or reach out anytime. Link is in my bio.

Liquidity is one of those things that doesn’t get much attention… ...until it’s needed. A lot of higher net worth balance sheets look strong but aren’t always flexible. That’s where planning tends to matter most. Want to talk through your situation? Visit my website to book a 15-minute call or reach out anytime. Link is in my bio.

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If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start. 📌 For more, check out this guide: https://bit.ly/4p4h9Hn

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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

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For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. 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/4cVuu2j

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