Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image VIEW MORE +
Image

December 2024 Market Update: Stocks keep rolling

Learn how markets evaluated the presidential election results in Thrivent Asset Management’s December 2024 Market Update.

The economy stayed strong in November despite uncertainty around the U.S. election.

Image VIEW MORE +
Image

2025 Market Outlook: Stay invested, but expect volatility

Thrivent Asset Management leadership share thoughts on how the economy will perform under a new administration in this 2025 Market Outlook. ⬇️

There are good reasons to believe robust economic growth will continue into 2025.

Image Read Post
Image

🧩 I Love a Good Puzzle 🧩 I recently finished a National Park puzzle, and it reminded me how much I enjoy the process of piecing things together—whether it’s for fun or helping my clients. As a CFP®️ professional, my team and I help clients tackle the puzzle of financial planning by: Defining the big picture: Just like the image on a puzzle box, we help clients identify their goals—retirement, legacy, or financial freedom. Sorting the pieces: Income, investments, insurance, estate planning—we organize all the moving parts so they make sense. Solving the tricky sections: Life throws curveballs, and we guide clients through complexities like tax efficient strategies, market changes, and unexpected challenges. Celebrating progress: Every milestone, big or small, is worth celebrating as part of the journey! Whether it’s fitting together a thousand-piece puzzle or helping clients achieve financial clarity, there’s nothing quite like seeing the picture come together. The best part? Seeing our clients’ relief and joy as they realize their goals are within reach. See thrivent.com/social for important disclosures.

Image

🧩 I Love a Good Puzzle 🧩 I recently finished a National Park puzzle, and it reminded me how much I enjoy the process of piecing things together—whether it’s for fun or helping my clients. As a CFP®️ professional, my team and I help clients tackle the puzzle of financial planning by: Defining the big picture: Just like the image on a puzzle box, we help clients identify their goals—retirement, legacy, or financial freedom. Sorting the pieces: Income, investments, insurance, estate planning—we organize all the moving parts so they make sense. Solving the tricky sections: Life throws curveballs, and we guide clients through complexities like tax efficient strategies, market changes, and unexpected challenges. Celebrating progress: Every milestone, big or small, is worth celebrating as part of the journey! Whether it’s fitting together a thousand-piece puzzle or helping clients achieve financial clarity, there’s nothing quite like seeing the picture come together. The best part? Seeing our clients’ relief and joy as they realize their goals are within reach. See thrivent.com/social for important disclosures.

Image Read Post
Image

🧩 I Love a Good Puzzle 🧩 I recently finished a National Park puzzle, and it reminded me how much I enjoy the process of piecing things together—whether it’s for fun or helping my clients. As a CFP®️ professional, my team and I help clients tackle the puzzle of financial planning by: Defining the big picture: Just like the image on a puzzle box, we help clients identify their goals—retirement, legacy, or financial freedom. Sorting the pieces: Income, investments, insurance, estate planning—we organize all the moving parts so they make sense. Solving the tricky sections: Life throws curveballs, and we guide clients through complexities like tax efficient strategies, market changes, and unexpected challenges. Celebrating progress: Every milestone, big or small, is worth celebrating as part of the journey! Whether it’s fitting together a thousand-piece puzzle or helping clients achieve financial clarity, there’s nothing quite like seeing the picture come together. The best part? Seeing our clients’ relief and joy as they realize their goals are within reach. See thrivent.com/social for important disclosures.

Image

🧩 I Love a Good Puzzle 🧩 I recently finished a National Park puzzle, and it reminded me how much I enjoy the process of piecing things together—whether it’s for fun or helping my clients. As a CFP®️ professional, my team and I help clients tackle the puzzle of financial planning by: Defining the big picture: Just like the image on a puzzle box, we help clients identify their goals—retirement, legacy, or financial freedom. Sorting the pieces: Income, investments, insurance, estate planning—we organize all the moving parts so they make sense. Solving the tricky sections: Life throws curveballs, and we guide clients through complexities like tax efficient strategies, market changes, and unexpected challenges. Celebrating progress: Every milestone, big or small, is worth celebrating as part of the journey! Whether it’s fitting together a thousand-piece puzzle or helping clients achieve financial clarity, there’s nothing quite like seeing the picture come together. The best part? Seeing our clients’ relief and joy as they realize their goals are within reach. See thrivent.com/social for important disclosures.

Image VIEW MORE +
Image

Is your retirement strategy built for the long run?

A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.

A resilient retirement strategy accounts for the everyday and the unexpected—including market and economic uncertainty. Here are some steps you can take to...

Image Read Post
Image

This past weekend was an emotional one, as I gathered with family to honor and celebrate the life of my grandpa. It wasn’t easy, but being surrounded by loved ones, sharing memories, and reflecting on his life made it a truly special time. He taught me so much, but the greatest lesson I learned from him was about legacy. My grandpa spent 27 years in the Air Force, rising to the esteemed rank of Chief Master Sergeant. His military career was a testament to his discipline, leadership, and unwavering dedication to our country. But beyond his service, it was the love he shared with my grandma for 71 years of marriage that left the deepest impact on me. His legacy wasn’t just marked by his professional achievements, but by the love, joy, and commitment he brought to his family. He showed me that true legacy is about the lives we touch, the values we live by, and the love we leave behind. Moments like these remind us how important it is to cherish the people we care about. So today, I encourage you: Don’t wait. Take the time to tell your loved ones you care. Make those phone calls, have those conversations, and create the memories that will last. In the end, our greatest legacy is built on love and connection. I miss you grandpa. ♥️🤍💙

Image

This past weekend was an emotional one, as I gathered with family to honor and celebrate the life of my grandpa. It wasn’t easy, but being surrounded by loved ones, sharing memories, and reflecting on his life made it a truly special time. He taught me so much, but the greatest lesson I learned from him was about legacy. My grandpa spent 27 years in the Air Force, rising to the esteemed rank of Chief Master Sergeant. His military career was a testament to his discipline, leadership, and unwavering dedication to our country. But beyond his service, it was the love he shared with my grandma for 71 years of marriage that left the deepest impact on me. His legacy wasn’t just marked by his professional achievements, but by the love, joy, and commitment he brought to his family. He showed me that true legacy is about the lives we touch, the values we live by, and the love we leave behind. Moments like these remind us how important it is to cherish the people we care about. So today, I encourage you: Don’t wait. Take the time to tell your loved ones you care. Make those phone calls, have those conversations, and create the memories that will last. In the end, our greatest legacy is built on love and connection. I miss you grandpa. ♥️🤍💙

Image VIEW MORE +
Image

Longevity risk: What it is & how to prepare for it in retirement

A long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️

A long life is an amazing blessing to enjoy, but without proper planning, it can throw a wrench into your long-term retirement plans. Longevity risk is the...

Image VIEW MORE +
Image

September 2024 Market Update: A soft landing returns

As expected, August’s market volatility was necessary to help achieve a soft landing. Read more in Thrivent’s September 2024 Market Update.

The U.S. economy is still on the path toward a soft landing, even in light of August’s volatility.

Image Read Post
Image

Pro tip: Set a yearly calendar reminder to check your beneficiary designations. It just takes a few minutes to add it to your phone.

Image

Pro tip: Set a yearly calendar reminder to check your beneficiary designations. It just takes a few minutes to add it to your phone.

Image VIEW MORE +
Image

Scams in the spotlight

With financial scams on the rise, it’s crucial to understand what they look like and how to safeguard your assets. Learn more about the different scams you should keep an eye out for and how to protect yourself from falling victim. ⬇️

With financial exploitation on the rise, it’s crucial to understand what today’s scams look like and how to protect yourself.

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

Thrivent financial 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

Thrivent logo

Copyright: © 2024 Thrivent. All rights reserved.