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Insights

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

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March 2025 Market Update: Volatility returns

The early economic data for 2025 has shown volatility. Thrivent Asset Management discusses how this changes our outlook in the March Market Update.

Economic data released in early 2025 shows the economy is slowing at a greater-than-expected rate.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Identity monitoring & protection

Attention Thrivent Members! Did you know that one of your membership benefits is identity monitoring services from Experian! Learn more here! https://www.thrivent.com/about-us/membership/identity-monitoring-protection

Protect Your Identity and Monitor Your Credit With Help From Experian. A Membership Benefit For Thrivent Clients.

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Flashback Friday - Our awesome Thrivent Community Event sending care packages to military stationed overseas! #livegenerously

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Flashback Friday - Our awesome Thrivent Community Event sending care packages to military stationed overseas! #livegenerously

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You can now text our office at 860-492-6800! Give it a try but remember not to include personal or financial information!

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You can now text our office at 860-492-6800! Give it a try but remember not to include personal or financial information!

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Insights - Fiducient

I partner with Fiducient Advisors as a Third Party Research Provider for my Advisor Managed Accounts. Check out their website for some interesting insights! https://www.fiducientadvisors.com/insights

Trusted Insights Explore our capital markets insights, macroeconomic commentaries, research papers, videos, podcasts and other educational resources to keep ...

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CFP®️ Certification: The Standard of Excellence in Financial Planning

I became a CFP®️ professional in 2017 to better serve my clients. For 50 years, CERTIFIED FINANCIAL PLANNER®️ certification has been the standard of excellence for financial planners. CFP®️ professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests https://www.cfp.net/why-cfp-certification/the-standard-of-excellence

CFP®️ certification is the most trusted designation in the financial planning profession.

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Meet Nikki! Nicole “Nikki” Corcoran our Client Service Administrator is celebrating 7 years with Thrivent this year! Nikki and her husband, Mike, have one daughter who participates in baseball, field hockey, soccer, swimming, and chorus. In her free time, Nicole enjoys watching the New York Yankees, cooking, reading, traveling, board games, eighty’s movies, the beach, and spending time with family.

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Meet Nikki! Nicole “Nikki” Corcoran our Client Service Administrator is celebrating 7 years with Thrivent this year! Nikki and her husband, Mike, have one daughter who participates in baseball, field hockey, soccer, swimming, and chorus. In her free time, Nicole enjoys watching the New York Yankees, cooking, reading, traveling, board games, eighty’s movies, the beach, and spending time with family.

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My new office is location at 1789 New Britain Ave in Farmington, CT. I can’t wait to see you there soon!

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My new office is location at 1789 New Britain Ave in Farmington, CT. I can’t wait to see you there soon!

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How to invest for retirement: Account types & strategic moves

Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax...

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

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