Personalized financial guidance at every stepSometimes a talk with someone you trust is all you need to keep your finances on track. Anytime you’d like to go further with your strategy, reach out and we can talk more.
3 ways to approach market volatilityWhatever happens with the market, there are steps you can take that may help to mitigate the effects of volatility.
Find your own financial clarityYour financial strategy should lighten your step, not weigh you down. Together, we can take a closer look at options to help you navigate your unique financial journey.
3rd Quarter 2022 Market Outlook A look ahead as inflation brings bear market realitiesWith inflation and fears of a recession rattling the markets, what is ahead for investors? What are the prospects for growth in the stock and bond markets once the bear market has run its course? Thrivent Chief Investment Strategist Steve Lowe offers a detailed look at the current state of the market and prospects for the future.
401k options to consider with a new jobStarting a new job soon and wondering what you should do with your 401(k) plan at your old employer? Here are some reasons why you would benefit from moving your money out of your old plan.
Blueprint to better prepare for retirementFrom preparing a budget to reviewing your insurance coverage, here are things to consider and plan for with retirement in mind.
What factors guide the money decisions in your life? There is no one-size-fits-all strategy and that’s why we take the time to learn about what’s in your heart and mind. Let’s make sure your financial strategy reflects what’s important to you—today and in the future. Let’s connect to review your plan.
Life Insurance Awareness Month may be coming to a close, but the importance of protecting your family from the unexpected remains. Do you have the coverage you need? #LIAM
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The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? We can set up time to talk more about your life insurance options. #LIAM
(If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)
How do asset allocation funds work?Are asset allocation funds right for your financial strategy? Learn more about how these investments work so you can decide.
Working Tax Efficiency into Your Financial StrategyHow tax-efficient is your financial strategy? Here are some basic steps you can take to ensure you’re making the most of your money.
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.
Life can be unpredictable. That’s why it’s important to prepare for the unexpected. Let’s help ensure your financial needs are protected. #HelpProtectOurFamilies
(If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)
How to invest and save for your child's futureThe earlier you begin investing, the more time your investments have to grow alongside your family for the future. https://bit.ly/3a8ISmC
Found money: Maximizing your IRA could lower your taxes and pump up your savingsPutting the most money possible into your traditional or Roth IRA could pave the way for a more prosperous retirement. Have you maximized your IRA contributions for 2020?
If you have life insurance through your employer, it may not be enough to cover the financial needs of your loved ones. Let’s talk more about your coverage and identify any gaps you may want to fill. #HelpProtectOurFamilies
(If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)
Marrying your best friend. Landing a new job. Welcoming a new baby. Milestones big and small can impact your life insurance needs. Questions about your coverage? Let’s connect.
(If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)
Would your family’s financial needs be met if you died unexpectedly? Life insurance can help ensure your loved ones are taken care of in the unexpected.
Fun and GameStop: Breaking down this market phenomenonHave questions about the recent GameStop surge that disrupted the market? Thrivent Chief Investment Strategist Mark Simenstad breaks down how this unlikely stock became the center of discussion on Wall Street: http://bit.ly/3jh53dL
Jared Gray | Thrivent in O'Fallon, MOWe’re in this together. Let’s turn your investments into a strategy that works harder for you and your priorities. https://connect.thrivent.com/jared-gray
