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Insights

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

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TCJA set to expire: Tax moves to consider if you're nearing or in retirement

What effect could tax bracket changes have on your retirement income? Explore how to help make your dollars last. 👇

As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing...

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Thrivent recognized for best-in-class service for 4th straight year

Thrivent’s Mutual Fund Contact Center team has received the 2023 DALBAR Service Award for the fourth consecutive year. This comprehensive evaluation of contact centers pinpointed those demonstrating unparalleled excellence. Learn more 👇

Thrivent strives to deliver best-in-class service to our clients, which is why we’re thrilled to announce our recent recognition as a winner for the fourth...

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2nd Quarter 2024 Market Outlook: Staying the course

Hear more from Thrivent Asset Management on rate cuts, inflation and what to do with stocks and bonds in the second quarter.

In the current soft economic landing scenario, for our second quarter outlook, we recommend staying the course with investments in both stocks and bonds.

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Have you noticed my website looks a little different? Thrivent is introducing an updated brand experience. While your digital experience has changed, we are still incredibly focused and committed to what matters to you. Head to my page (https://connect.thrivent.com/james-marshall/) to explore the new brand, and be on the lookout for future products, services and experiences to come.

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Have you noticed my website looks a little different? Thrivent is introducing an updated brand experience. While your digital experience has changed, we are still incredibly focused and committed to what matters to you. Head to my page (https://connect.thrivent.com/james-marshall/) to explore the new brand, and be on the lookout for future products, services and experiences to come.

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Have you seen Thrivent’s new look? While our core values and dedication to our clients has not changed, we have created an improved and more meaningful brand experience. Check out my website to see the new look and reach out with any questions. https://connect.thrivent.com/james-marshall/

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Have you seen Thrivent’s new look? While our core values and dedication to our clients has not changed, we have created an improved and more meaningful brand experience. Check out my website to see the new look and reach out with any questions. https://connect.thrivent.com/james-marshall/

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

Thrivent financial advisors and 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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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