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.
Market uncertainty: Tariffs and economic policy drive volatilityUncertainty 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.
📊 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
November 2024 Market Update: Stocks and bonds take a breathLearn why we think the economy is still slowing but see signs of growth stabilizing in the markets in Thrivent's November Market Update.
Basics of a financial plan: What it is & getting startedLet'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
August 2024 Market Update: Volatility surgesLearn why Thrivent Asset Management expects market volatility will continue through the remainder of the year in the August 2024 Market Update.
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.
May 2024 Market Update: April showers dampen investors’ optimismMarkets 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.
Job loss can come with a lot of stress—especially with your finances. Not sure what money moves you should make after getting laid off? This article covers immediate, short- and long-term steps you can take: https://bit.ly/3Vi3z7S
If you’re considering an adjustment to your financial plan due to a change in employment, let’s talk.
February 2024 Market Update: On the road to recoveryTake a look at Thrivent’s February 2024 Market Update for in-depth commentary on these three key points:
• January’s data highlights that an economic soft landing was achieved
• U.S. Federal Reserve may continue to be conservative on raising interest rates this year
• There is anticipation of sustained economic growth
How to avoid running out of money in retirement“Will I outlast my retirement savings?”
It’s a common concern, but planning for retirement shouldn’t be a guessing game.
Check out these four actionable steps to stretch your money further in retirement. 👇
Estate planning essentials: 5 key elements to help prepare for the legacy you want to leaveDo you have confidence that your loved ones will receive your assets after you are gone? Estate planning helps ensure your intentions will be honored.
4th Quarter 2023 Market Outlook: Entering the turnThe stress of higher interest rates is beginning to take its toll on the economy. Under these conditions, bonds have become increasingly attractive. Read Thrivent's 4th Quarter 2023 Outlook for more.
Don't miss our free workshop on Tuesday, Sept. 26 where retirement income expert Tom Hegna explains how to live with more confidence.
Register today: https://bit.ly/44O27we
No products will be sold. For more information, visit Thrivent.com/social.
September 2023 Market Update: Stocks stumbleThere are signs of a slowdown with employment data weakening, payrolls slowing, and the consumer starting to show signs of stress with credit card delinquencies rising. For a review of key market and economic developments, read the September 2023 Market Update.
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇
Together, we can make sure your family is covered for the future.
#LifeInsuranceAwarenessMonth #LIAM23
Whatever your age, stage of life and occupation—life insurance can help protect what’s important to you.
Ready to secure your family's future? Let's talk life insurance together and explore the best options for you.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.
#LifeInsuranceAwarenessMonth #LIAM23
It’s never too early to start financially preparing for Christmas. Dedicate a portion of your budget towards Christmas spending now to help reduce stress later on.
