You insure things like your car, your home and your health. But what about your ability to earn an income? Disability income insurance helps protect a portion of your income if illness or injury prevents you from working. Discover more about it here: https://bit.ly/43uhU4c
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
🎉What are you doing in a couple Saturdays? Join us on Sat May 9th as we kick off summer with our annual Shred Event!🎉
✨Saturday May 9th
9:00am-12:00pm
444 E Huntington Drive, Arcadia, CA 91006
(back parking lot)
RSVP on our website
Join us for tacos, shaved ice, and secure document shredding! We accept all paper; staples & paperclips are fine, but no plastic or binders.
Help us support two great causes:
❤️Mission Flight | Donate used eyeglasses (single vision, frames, sunglasses) to help those in need in Mexico.
❤️Race Track Chaplaincy | Any clothing, hygiene products, etc. for men, women and children related to the race track staff.
While donations are encouraged, they are not mandatory.
Questions? Call us or email huntingtongroup@thrivent.com
I’m honored to be named a finalist for InvestmentNews Regional Advisor of the Year (West) at the 2026 InvestmentNews Awards. Grateful to work alongside an incredible team who helped make this possible, and inspired to be recognized alongside a group of excellent financial advisors pushing our industry forward.
#INAwardsUS
Read the full announcement: https://newsroom.thrivent.com/2026-04-14-Thrivent-Boasts-Three-Finalists-at-2026-InvestmentNews-Awards
Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. Learn more here: https://bit.ly/47fcOvU
I am honored to announce I have been inducted into the Voices in Philanthropy (VIP) Hall of Honor by Thrivent Charitable. Thank you to my clients who use their generosity to make the change that matters most to them.
Join me in celebrating my fellow financial advisors who were honored, and read the full news article announcing this year’s honorees: thriventcharitable.com/2025-VIPs.
For important disclosures see thriventcharitable.com/social.
Investing in volatile markets: Smart strategies for confident investingMarket volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️
See thrivent.com/social for important disclosures.
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.
Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off.
Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world.
Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm
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.👇
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
When should you get life insurance?Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️
The 3 advantages of life insurance for childrenDid you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️
8 ways to get serious about paying off student loan debtIs paying off your student loans high up on your priority list? Here are ways to pay off your loans faster, while managing your other financial priorities. ⬇️
Estate planning guide: Essential documents & checklistAs you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️
So you’ve graduated college. 🎓Congratulations! Now what? Start with updating or creating your budget. Your financial situation may have changed after graduating and you’ll want to revisit your spending and saving goals.
Here are additional financial considerations for recent grads: https://bit.ly/4lQH195
June 2025 Market Update: Confidence reboundsThe mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.
