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Insights

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

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I have attended Morningstar's annual investment conference every year since I became an advisor to expand my knowledge, discover new tools, seek inspiration, and stay informed. This year, I had the honor of participating not only as an attendee, but also as a panelist alongside top-notch industry voices. Contributing to the conference as a speaker made this year's experience especially meaningful to me. I am grateful to the Morningstar team for the opportunity and already looking forward to next year.

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I have attended Morningstar's annual investment conference every year since I became an advisor to expand my knowledge, discover new tools, seek inspiration, and stay informed. This year, I had the honor of participating not only as an attendee, but also as a panelist alongside top-notch industry voices. Contributing to the conference as a speaker made this year's experience especially meaningful to me. I am grateful to the Morningstar team for the opportunity and already looking forward to next year.

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Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

It can be difficult for markets to assess the impact of tariffs because they can be added or removed quickly, and there isn’t always insight into what’s coming...

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📊 Understanding Your Social Security Benefits Social Security Strategies—a topic that is crucial for everyone planning their financial future. One of the easiest steps you can take is to log in or create an account on SSA.gov. This simple action lets you: ✅ View your estimated benefits at different ages. ✅ Plan ahead for retirement. ✅ Ensure your earnings history is accurate. Knowledge is power, and understanding your benefits now can help you make informed financial decisions for the future. If you have not done so already, I encourage you to take a few minutes and check it out. #SocialSecurity #FinancialPlanning #RetirementPlanning

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📊 Understanding Your Social Security Benefits Social Security Strategies—a topic that is crucial for everyone planning their financial future. One of the easiest steps you can take is to log in or create an account on SSA.gov. This simple action lets you: ✅ View your estimated benefits at different ages. ✅ Plan ahead for retirement. ✅ Ensure your earnings history is accurate. Knowledge is power, and understanding your benefits now can help you make informed financial decisions for the future. If you have not done so already, I encourage you to take a few minutes and check it out. #SocialSecurity #FinancialPlanning #RetirementPlanning

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November 2024 Market Update: Stocks and bonds take a breath

Learn why we think the economy is still slowing but see signs of growth stabilizing in the markets in Thrivent's November Market Update.

The economy and consumer remain resilient.

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Honored to share my passion for financial wellness at New Life Community Church. It was an incredibly rewarding experience!

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Honored to share my passion for financial wellness at New Life Community Church. It was an incredibly rewarding experience!

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Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. Disclosures: thrivent.com/social

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

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August 2024 Market Update: Volatility surges

Learn why Thrivent Asset Management expects market volatility will continue through the remainder of the year in the August 2024 Market Update.

A market correction in the current environment is reasonable and healthy, but we are closely watching recent volatility....

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I enjoyed serving the community at our South Bend Cubs event! Grateful for the ability to assist others with their financial planning needs. See thrivent.com/social for important disclosures.

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I enjoyed serving the community at our South Bend Cubs event! Grateful for the ability to assist others with their financial planning needs. See thrivent.com/social for important disclosures.

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May 2024 Market Update: April showers dampen investors’ optimism

Markets experienced a bit of bumpy road in April. Read more about why Thrivent Asset Management is promoting patience for both stock and bond investing in the May 2024 Market Update.

April market volatility providing challenges for investors.

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On our way to provide you financial education!

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On our way to provide you financial education!

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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