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Insights

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

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Having a mortgage in retirement: the pros and cons

NBD when Courtney gets asked to share her opinion with Fortune Magazine, right?

There are some cases where having a mortgage in retirement can pay off.

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Everyone meet Scott and Ami. Who formally joined our team last month. Courtney's been hanging out all year two days a week at the Eden Prairie Office. So if you are interested in scheduling your next meeting there, we can make that work! We are extremely grateful to have Scott's leadership, experience, and wisdom a part of our culture and equally exuberant to have Ami to help operationally execute on our client experience. Check out their background as well as some of the other new faces on our team on our refreshed website: https://connect.thrivent.com/the-myers/about

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Everyone meet Scott and Ami. Who formally joined our team last month. Courtney's been hanging out all year two days a week at the Eden Prairie Office. So if you are interested in scheduling your next meeting there, we can make that work! We are extremely grateful to have Scott's leadership, experience, and wisdom a part of our culture and equally exuberant to have Ami to help operationally execute on our client experience. Check out their background as well as some of the other new faces on our team on our refreshed website: https://connect.thrivent.com/the-myers/about

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Larry Fink CEO Letter | BlackRock

If 2020 did one thing well, it certainly did move the conversation around responsible investing forward. Environmental, Social, and Governance (#ESG) is at the leading edge of the conversation around the world. How do you frame that up in your own personal strategy? Do you have that same purpose, focus, and intention as you approach your accumulation and distribution plans? It's our bread and butter. We can help.

In his annual letter to CEOs, BlackRock’s Larry Fink discusses how the events of 2020 are helping to accelerate an economic transformation.

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Sustainability - resilience amid uncertainty | BlackRock

#ESG- Trend or Mirage? No longer a question in 2021. It's here to stay my friends. https://www.blackrock.com/corporate/about-us/sustainability-resilience-research

BlackRock discusses how sustainable strategies, amid a recent market downturn, have demonstrated their resilience. Learn more here.

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Invested in a plan that yields happiness

The key to happiness, in our humble opinion (as well as a number of happiness experts), starts with gratitude. When you start to see money as a tool and not a goal, it opens up a whole new perspective.....

Stocks aren’t the only things that can pay dividends. Interest rates can’t possibly reflect your true interest. At Thrivent, we believe money is a tool – not a...

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Union Gospel Mission Twin Cities

Big Ten Football is back & so is Heart for Hunger in 2020! Though we can’t get together this year, we are still committed to coming together, alongside University of Minnesota Golden Gopher Football, to support Union Gospel Mission and their Thanksgiving food distribution. To say “thank you” for supporting Heart for Hunger, Gopher Football has provided a complimentary Gopher’s flag to the households who make the first 50 donations of $35 or more – the cost of a Thanksgiving grocery bag – on our page. Click here to donate, and to learn more about all the exciting things Heart for Hunger has in store this year: https://app.mobilecause.com/vf/Heart4Hunger/team/theMyers Donation must be received by 11:59PM CST on October 4th and be within the first 50 donations received; no notification may be given when this limit is reached. Approximate retail value of flag is $20. Limit one flag per household. Flags can only be delivered in the United States. For additional disclosures, see Thrivent.com/social.

I'm fundraising for Union Gospel Mission Twin Cities. It's an amazing organization. Everybody please check out my campaign! Find out more and donate here...

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Our Team's approach to values-based investing is grounded in the belief that humankind was created in the image of God, with intrinsic dignity, value, and worth. We believe the knowledge of this intrinsic worth gives us a calling to love our neighbors. But what does this love look like when it comes to investing? One aspect of values-based investing involves identifying and avoiding situations where companies disregard the value of humankind, in our view, by providing products or engaging in practices that harm others. This subsequently allows opportunities for our investment committee to embrace companies and fund managers we believe are excelling in creating value through activities that benefit others, like offering life-saving medications, providing great employee benefits, or taking care to replenish natural resources. Investing in these companies is one way that we can love our neighbors. We use the following Sustainable Development Goals as we evaluate companies for our portfolios:

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Our Team's approach to values-based investing is grounded in the belief that humankind was created in the image of God, with intrinsic dignity, value, and worth. We believe the knowledge of this intrinsic worth gives us a calling to love our neighbors. But what does this love look like when it comes to investing? One aspect of values-based investing involves identifying and avoiding situations where companies disregard the value of humankind, in our view, by providing products or engaging in practices that harm others. This subsequently allows opportunities for our investment committee to embrace companies and fund managers we believe are excelling in creating value through activities that benefit others, like offering life-saving medications, providing great employee benefits, or taking care to replenish natural resources. Investing in these companies is one way that we can love our neighbors. We use the following Sustainable Development Goals as we evaluate companies for our portfolios:

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Bonds for Human Flourishing

Responsible Bonds? What's that you say? I can invest toward my goals in an intentional way and help make a positive impact in the world at the same time??? Tell me more about this thing you call #ESG

Though it is sometimes more obvious how equity investors can impact human flourishing, bond investing is just another way that investors can provide capital to...

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Business for Profit and Neighbor

Seems only natural that "what's good for the goose is also good for the gander".

It is easy to see how creating value for stakeholders is the “right” thing to do, but more research and evidence is showing that it is also the “smart” thing...

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Corporate Behavior Might Actually Change. Here’s Why.

Through a little intention behind your investment strategy- You can help drive positive change. That's why we #ESG.

This special section of Barron’s examines how the current upheaval in, well, everything, has changed corporate behavior—possibly for good. What this means for...

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