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Insights

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

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Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

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Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

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Late post but incredibly proud of the generosity of my clients in 2024. Their charitable contributions and volunteer hours placed me in the top 5 for advisors in our region in client generosity! Ask me about our Action Teams rewards and other Thrivent member benefits today!

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Late post but incredibly proud of the generosity of my clients in 2024. Their charitable contributions and volunteer hours placed me in the top 5 for advisors in our region in client generosity! Ask me about our Action Teams rewards and other Thrivent member benefits today!

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Being involved in the community is a part of what I do! I recently attended an event hosted by friend and Thrivent member Alees Edwards, that gave community leaders a platform to discuss strategies to make communities safer. I also attended a "State of the State" conversation hosted by the Lincoln Square Chamber of Commerce that discussed what Illinois is doing to help and attract small businesses. Both great discussions that serve as inspiration to make a positive impact on our city!

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Being involved in the community is a part of what I do! I recently attended an event hosted by friend and Thrivent member Alees Edwards, that gave community leaders a platform to discuss strategies to make communities safer. I also attended a "State of the State" conversation hosted by the Lincoln Square Chamber of Commerce that discussed what Illinois is doing to help and attract small businesses. Both great discussions that serve as inspiration to make a positive impact on our city!

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June 2025 Market Update: Confidence rebounds

The 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.

Markets showed signs of optimism in May following pauses in planned tariffs.

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Is early retirement right for you?

Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️

For a growing number of Americans, the idea of working until their mid-60s or later and then kicking back in their remaining years simply isn’t appealing. They...

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S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook

Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️

The rating reflects Thrivent’s strong financial profile and performance MINNEAPOLIS (May 6, 2025) – S&P Global Ratings recently affirmed its AA+ (Very Strong...

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Investing in volatile markets: Smart strategies for confident investing

Market volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.

Markets can be unpredictable, with ups and downs that can make even the most seasoned investors uneasy. But the good news? You don’t have to let market swings...

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Found a little time during our NFA conference in Minneapolis to explore the area! My first Jucy Lucy was a cheeseburger in paradise. I enjoyed some excellent buffet style meals as well that kept me full throughout. It didn't take long to chase down the waterfall at Minnehaha falls, and it was easy to diagram a route that included Venn brewery. Last, you're not living in America until you visit its biggest mall! What a city!

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Found a little time during our NFA conference in Minneapolis to explore the area! My first Jucy Lucy was a cheeseburger in paradise. I enjoyed some excellent buffet style meals as well that kept me full throughout. It didn't take long to chase down the waterfall at Minnehaha falls, and it was easy to diagram a route that included Venn brewery. Last, you're not living in America until you visit its biggest mall! What a city!

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May 2025 Market Update: Volatility goes up and down

Mixed economic data in April presents a lot of uncertainty in the economic markets. Read Thrivent Asset Management's analysis on what this means for investors in the May Market Update.

Economic data from April showed the economy slowing and raising the odds for a recession.

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Estate planning guide: Essential documents & checklist

Discover some estate planning essentials in this article. Then let's talk through any questions you have.

What do you want to leave behind when you pass away? You want to know your loved ones are taken care of, and that all you've accumulated throughout your life...

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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