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Insights

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

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It's HOT out there! But it's cool in here ... What better reason to get out of the summer heat than to visit with us for your financial check-up? Contact our office today for your in-person meeting. 610-746-0344

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It's HOT out there! But it's cool in here ... What better reason to get out of the summer heat than to visit with us for your financial check-up? Contact our office today for your in-person meeting. 610-746-0344

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June 2025 Market Update: Confidence rebounds

The mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.

Markets showed signs of optimism in May following pauses in planned tariffs.

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. 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/43B6P2o

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. 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/43B6P2o

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Thank you to all who joined us for our Open House event last week. It was wonderful to meet with you all and we so appreciate you taking the time to join us!

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Thank you to all who joined us for our Open House event last week. It was wonderful to meet with you all and we so appreciate you taking the time to join us!

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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We are all ready for you! Thrivent Open House 11am-3pm. 18 Mauch Chunk Street Nazareth, PA 18064. Come on in out of the rain and visit us. We have lots of goodies for you!

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We are all ready for you! Thrivent Open House 11am-3pm. 18 Mauch Chunk Street Nazareth, PA 18064. Come on in out of the rain and visit us. We have lots of goodies for you!

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5 financial risks (and how to adapt your financial plan)

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that...

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Extra, extra!! Read all about it! Did you see us on page 11 of the Nazareth Key? We are hosting an open house on Thursday, May 22, 2025 from 11am-3pm at 18 Mauch Chunk Street, Nazareth, PA 18064. Light refreshments will be served. We hope you will join us!

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Extra, extra!! Read all about it! Did you see us on page 11 of the Nazareth Key? We are hosting an open house on Thursday, May 22, 2025 from 11am-3pm at 18 Mauch Chunk Street, Nazareth, PA 18064. Light refreshments will be served. We hope you will join us!

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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

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

Thrivent financial advisors and 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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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