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Insights

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

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The Risk Asset Recovery from COVID-19

Is the current market rally sustainable? Our Chief Investment Strategist digs deeper to provide his insights.

Last week the equity market showed its first signs of faltering since the sharp rally in risk assets began at the end of March. However, it has been an...

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Great news! In June of 2020, Thrivent’s A++ (Superior) rating was affirmed by AM Best. This rating represents our commitment to being here for you for the long-term. (Note: Ratings are based on Thrivent’s financial strength and claims-paying ability.)

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Great news! In June of 2020, Thrivent’s A++ (Superior) rating was affirmed by AM Best. This rating represents our commitment to being here for you for the long-term. (Note: Ratings are based on Thrivent’s financial strength and claims-paying ability.)

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The market is fluctuating. If it’s making you anxious, read these five ways you can remain calm and focused on your future.https://bit.ly/2VrEPdZ

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The market is fluctuating. If it’s making you anxious, read these five ways you can remain calm and focused on your future.https://bit.ly/2VrEPdZ

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Reminder that there’s still space available for the Thrivent Member Network- Northeast Region online event on April 13, 2020, at 8PM where you can learn strategies to simplify your retirement journey from financial expert, author, and guest speaker Tom Hegna. Link to event details and to register here: https://www.thriventfinancial.com/member-network/northeast/events/ (No products will be sold at this event. Tom Hegna is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Tom Hegna are his own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current.)

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Reminder that there’s still space available for the Thrivent Member Network- Northeast Region online event on April 13, 2020, at 8PM where you can learn strategies to simplify your retirement journey from financial expert, author, and guest speaker Tom Hegna. Link to event details and to register here: https://www.thriventfinancial.com/member-network/northeast/events/ (No products will be sold at this event. Tom Hegna is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Tom Hegna are his own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current.)

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4 steps to building wealth on a tight budget

Tight budget? While there may not always be a simple solution, we've laid out some steps to help you move forward with your investment plan.

Despite the best of intentions, you’ve been getting nowhere with your investment plan. By the time you’ve paid your bills each month and covered your other...

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March 2020 Market Update: Fed Cuts Rates as Markets Continue to React to Coronavirus

With the coronavirus continuing to spread around the globe, the markets and economy continue to react. Read more in our March Market Update.

With coronavirus (formally known as COVID-19) continuing to spread around the globe, it continues to impact the markets and economy. Read more in our March...

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No matter how close or far you are from retirement, what does it look like to you? Read how two couples see it as a transition to a new season of service and time for family. http://bit.ly/2Pkh2cI

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No matter how close or far you are from retirement, what does it look like to you? Read how two couples see it as a transition to a new season of service and time for family. http://bit.ly/2Pkh2cI

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IRA Funding & Tax Advantages

With the new SECURE Act in effect, the ability to contribute to your IRA is no longer restricted by age. Consider whether making a full contribution to your IRA is the right decision for you.

Contribute to your IRA and take advantage of potential tax benefits. Learn show your choices now can impact your retirement....

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A new law, the SECURE Act, has passed and may affect your financial strategy decisions. While we cannot provide legal or tax advice, we can partner with you and your tax professional or attorney to help you navigate the potential tax impacts for you and those you love. Let’s schedule time to talk more.

A new law, the SECURE Act, has passed and may affect your financial strategy decisions. While we cannot provide legal or tax advice, we can partner with you and your tax professional or attorney to help you navigate the potential tax impacts for you and those you love. Let’s schedule time to talk more.

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Changing jobs? What to do with your 401k

Congrats on the new job! Do you know what to do with your old 401k? Let’s chat!

If you recently accepted a job with a new company, you may be leaving something important behind – your 401(k) retirement plan.

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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