Financial News and Articles with Henry H Hampton in Mason OH

Insights

Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️

Eric Bilger: Leaving a Thriving LegacyJoin us for dinner at Cooper’s Hawk and an exclusive live stream of Leaving a Thriving Legacy webinar on Oct. 6 at 6:00 p.m. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker! RSVP at bit.ly/CoopersHawkOct6 No products will be sold. See thrivent.com/social for additional disclosures.

A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4qauUq7 See thrivent.com/social for important disclosures.

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What could your future look like with the right plan? Whether you're planning for what's next or navigating a new chapter, you don't have to figure it out alone. Let's talk about what matters most to you, then build a personalized financial plan to help you achieve your goals. See thrivent.com/social for important disclosures.

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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. ⬇️

I’m pleased to announce that we’ve added Tennessee to the states that we personally service for investments and insurance.

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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 ⬇️

A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.

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Here’s a quick “rule of thumb” for this #FinancialFriday

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Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

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Annual Credit ReportFor us, checking our credit report annually is smart. This is free and different than your credit score. A credit report contains a record of all your credit. A quick review helps to catch any mistakes. By law, you can get a report from each credit bureau for free once a year utilizing this website. #FinancialFriday https://www.annualcreditreport.com/index.action (Check disclosures at www.Thrivent.com/social)

Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.

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June 2026 Market Update: Stocks and inflation keep risingMarkets up. Risks remain. See what’s driving Thrivent's outlook. ⬇️

Happy to share Thrivent has been named to the Fortune 500 list in 2026 for the 32nd consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

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Happy 529 Day!! Though I don’t personally sell 529 Plans, we do have an Indiana 529 Plan for Ben and Noah. So parents and grandparents - I encourage you to consider a 529 Plan as a high school or college savings tool. There may be tax benefits for you as well. Plus, if the funding is not used for education and certain metrics are met, it may qualify for a conversion to a Roth IRA. Per usual, a lot of considerations. See additional disclosures at Thrivent.com/social. Talk to a financial advisor or CPA for your specific financial situation.

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“My parents have been teaching me about Memorial Day! Our local cemetery had some faded flags that needed replacing, so Grandma and I put up some new ones.” - Ben No act is too small. What will you do for Memorial Day on Monday? #BensDay #WednesdayWisdom

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Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX

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I'm learning about what Dad does! He enjoys helping people Live Generously. I love my new office - I even had my first client today! #BensDay (Parent note: Thanks Julie for making Ben feel special. Congrats Radiance on all that you are doing!)

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What’s the new expectation for Federal interest rate cuts? Hear Thrivent’s Chief Investment Strategist Steve Lowe share his predictions: https://bit.ly/4cw8MQF

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All-time highs are long-time highs. Thru two world wars, inflation scares, and multiple recessions…

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