Insights

Insight image
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
Insight image
A qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift. A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs. Find out more: https://bit.ly/4hmPFKV
Insight image
Big news: $605 million is going back to Thrivent clients with membership in 2027 in the form of dividends and nonguaranteed policy enhancements. 🎉​ Our consistent ability to provide this total payout reflects our company's long-term financial strength and stability.​ Delivering value to clients is one of the most tangible ways we fulfill our purpose and member-owned advantage. Learn more: https://bit.ly/4z4ieF3​ Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Insight image
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI 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. ⬇️
Insight image
🏡 Your financial house should be built to last—and you can make it stronger with the right help. Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you: ✅ Prepare for the unexpected ✅ Save and invest for major milestones ✅ Adapt as your goals evolve Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more. See thrivent.com/social for important disclosures.
8 ways to get serious about paying off student loan debt
8 ways to get serious about paying off student loan debtIs paying off your student loans high up on your priority list? Here are ways to pay off your loans faster, while managing your other financial priorities. ⬇️
Pros & cons of paying off your mortgage before you retire
Pros & cons of paying off your mortgage before you retireIf you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire? While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.
Budgeting 101: Definition, purpose & types
Budgeting 101: Definition, purpose & typesYour budget should work for you, not against you. Align your spending, saving and giving with your values—without guilt or stress. Start building a budget that supports your goals today.
The importance of estate planning: Protecting your people, property & privacy
The importance of estate planning: Protecting your people, property & privacyEstate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy.
Insight image
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.
How to start investing with little money
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether 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.
Investing basics: The complete guide for beginners
Investing basics: The complete guide for beginnersInvesting may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing.​ If you’d like to align your investments with your financial goals, let’s set up a meeting.
2026 Market Outlook: A return to normal?
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
Insight image
You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises. See thrivent.com/social for important disclosures.
Insight image
The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises. Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers. ➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss. See thrivent.com/social for important disclosures.
November 2025 Market Update: Less data, lower rates, strong stocks
November 2025 Market Update: Less data, lower rates, strong stocksOctober closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.
Thrivent wins LSEG Lipper Fund Awards United States 2025
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.
S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook
S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable OutlookProud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️