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


Diversifying your portfolio can help manage risk when markets fluctuate. 📈 While it may help protect against losses, it may also limit gains. Learn more about how applying risk tolerance can inform your portfolio diversification: https://bit.ly/4gAwlrA

Diversifying your portfolio can help manage risk when markets fluctuate. 📈 While it may help protect against losses, it may also limit gains. Learn more about how applying risk tolerance can inform your portfolio diversification: https://bit.ly/4gAwlrA


Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how we can help you reach your retirement goals. See thrivent.com/social for important disclosures.

Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how we can help you reach your retirement goals. See thrivent.com/social for important disclosures.


While a bigger down payment can help you avoid private mortgage insurance (PMI) and significantly reduce your borrowing costs, coming up with 20% down is challenging for many first-time buyers—particularly in today’s housing market. If you’re ready to buy your first home, there are several ways to achieve this goal with little or no money down. Learn more about your options: https://bit.ly/4ezqnrC

While a bigger down payment can help you avoid private mortgage insurance (PMI) and significantly reduce your borrowing costs, coming up with 20% down is challenging for many first-time buyers—particularly in today’s housing market. If you’re ready to buy your first home, there are several ways to achieve this goal with little or no money down. Learn more about your options: https://bit.ly/4ezqnrC


We are thrilled to share that our colleague, Arnold Abel, is being recognized as a 2025 Thrivent Hall of Fame Legend*! For the last 42 years, Arnold has dedicated his career to serving our clients and partnering with them on their financial journeys. We’re proud to have Arnold as part of our Liberty Team and wish him many more years of continued success! *Hall of Fame Legends represent those Hall of Fame members who continue their dedication to our members since induction into the Thrivent Hall of Fame. To qualify as a Legend, a financial advisor or professional must reach 30 years of service, maintain a consistent level of production, and have a favorable compliance history. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative of the financial advisor or professionals future performance. 4922891.4

We are thrilled to share that our colleague, Arnold Abel, is being recognized as a 2025 Thrivent Hall of Fame Legend*! For the last 42 years, Arnold has dedicated his career to serving our clients and partnering with them on their financial journeys. We’re proud to have Arnold as part of our Liberty Team and wish him many more years of continued success! *Hall of Fame Legends represent those Hall of Fame members who continue their dedication to our members since induction into the Thrivent Hall of Fame. To qualify as a Legend, a financial advisor or professional must reach 30 years of service, maintain a consistent level of production, and have a favorable compliance history. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative of the financial advisor or professionals future performance. 4922891.4


Curious about annuities and how they can create a source of retirement income? There are two main stages of an annuity: 1) Accumulation Stage: This is when you invest and grow your savings. You can contribute a lump sum or make payments over time—whatever fits your financial situation. 2) Distribution Stage: Once you’re ready to start receiving income, you may choose how and when you receive the payouts, which could be paid for a set number of years or last a lifetime. Together, we can discuss how an annuity may fit in your overall financial plan. See thrivent.com/social for important disclosures.

Curious about annuities and how they can create a source of retirement income? There are two main stages of an annuity: 1) Accumulation Stage: This is when you invest and grow your savings. You can contribute a lump sum or make payments over time—whatever fits your financial situation. 2) Distribution Stage: Once you’re ready to start receiving income, you may choose how and when you receive the payouts, which could be paid for a set number of years or last a lifetime. Together, we can discuss how an annuity may fit in your overall financial plan. See thrivent.com/social for important disclosures.


Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56

Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56


Thinking about putting together an investment portfolio and not sure where to begin? Consider these 4 steps before diving in. Let’s connect if you’d like to discuss how investing can help you reach your financial goals. See thrivent.com/social for important disclosures.

Thinking about putting together an investment portfolio and not sure where to begin? Consider these 4 steps before diving in. Let’s connect if you’d like to discuss how investing can help you reach your financial goals. See thrivent.com/social for important disclosures.