Insights
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.
Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.
It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.
Discover how to help secure your legacy for your loved ones ⬇️
“There’s a WHY behind every financial decision you make.”
That was the foundation of the workshop I had the opportunity to lead at the Florida Parent-Educators Association (FPEA) convention held at Gaylord Hotels.
The goal of the conversation was to help equip families with the confidence that they do not have to navigate financial decisions alone. We were able to share more about the Thrivent story, our values, and the importance of viewing finances through a purpose-based perspective.
Thank you to Florida Parent-Educators Association (FPEA) for the work you continue to do in supporting families and providing children with the gift of homeschooling and education rooted in intention.
And thank you to Gaylord Hotels for hosting such an incredible event and experience.
Looking forward to continuing conversations that help families move forward with greater clarity and purpose.
Disclosure: Educational workshop. No products will be sold. See thrivent.com/social for important disclosures.
“Doing One Thing Differently.”
That was the theme of the evening and the conversation we facilitated with business owners, nonprofit leaders, and community builders around the importance of stewarding what we have today in a way that creates sustainability for tomorrow.
The discussion challenged us to think intentionally about our decisions, our resources, and the impact we want to make within our families, businesses, and communities.
Thank you to Josefa Benjamin and Wanda Robinson for the leadership and vision behind the Mentoring Mindset Movement hosted at the Born On Purpose Hub .
And a special thank you to Erica Grace, MBA , Edrony Joseph for your support, insight, and contributions throughout the evening.
One of the greatest privileges is watching my daughters witness the value of leadership, stewardship, service, and community in action.
We look forward to continuing these conversations and supporting the leaders, families, and organizations that help our communities thrive.
Disclosure: Educational workshop. No products will be sold. See thrivent.com/social for important disclosures.
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. We 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. ⬇️
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?
1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)
If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.
36386k
The differences between real estate, stocks, bonds & mutual fundsWondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.
If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust.
Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion.
Learn more about your options: https://bit.ly/3VZ6FNl
March 2026 Market Update: Wobbling stocks, stronger bondsMarkets shifted in February, and that matters for how portfolios are positioned today. Thrivent's March Market Update explains what drove stock volatility, why bonds strengthened, and how we’re thinking about risk and diversification moving forward.
From Central to South Florida, I stand alongside an incredible group of financial advisors who lead with their values and compassion. What unites us is a shared commitment to serving people, strengthening communities, and helping families move toward a more confident future. See thrivent.com/social for important disclosures.
February 2026 Market Update: Stocks rose and broadenedInternational equities outperformed U.S. markets, the dollar weakened, and key economic indicators held firm. Catch all the insights in this month’s market update. ⬇️
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track as interest rates change.
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
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
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. ⬇️
Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.
Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value.
Learn more about this recognition here: https://bit.ly/466lt23