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Insights

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

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Investing basics: The complete guide for beginners

Investing may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing.​ If you’d like to align your investments with your financial goals, let’s set up a meeting.

Investments can seem complex, but with a foundational understanding, anyone can start building a brighter financial future. Here are the essentials to get you...

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Thrivent ranked among Barron’s Best Fund Families

Thrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2024. Learn more about this ranking. 👇

Thrivent Mutual Funds has been ranked among Barron’s Best Fund Families of 2024, ending 12/31/2024 with a ranking of ninth out of 48 fund families based on one-

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🚀 Market check-in: The S&P 500 is up ~13-14% year-to-date (including dividends), with ~12% from price returns alone. What’s driving that? Strong corporate profits and resilient economic indicators are doing the heavy lifting. If you’ve got part of your portfolio in equities — now’s a good time to ask: Is your mix aligned with both risk & opportunity? Want to talk through what this might mean for your retirement plan / investments? Drop me a message. #StockMarket #SP500 #Investing #RetirementPlanning #FinancialGrowth See thrivent.com/social for important disclosure information.

🚀 Market check-in: The S&P 500 is up ~13-14% year-to-date (including dividends), with ~12% from price returns alone. What’s driving that? Strong corporate profits and resilient economic indicators are doing the heavy lifting. If you’ve got part of your portfolio in equities — now’s a good time to ask: Is your mix aligned with both risk & opportunity? Want to talk through what this might mean for your retirement plan / investments? Drop me a message. #StockMarket #SP500 #Investing #RetirementPlanning #FinancialGrowth See thrivent.com/social for important disclosure information.

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Rates just got a little lower, but the decisions you make now still matter. The Fed’s 0.25% rate cut could mean real changes for your loans, savings, and investment returns — especially down the road. Want to understand how this could impact your financial plan? Shoot me a message — I’d be glad to walk you through it. #RetireSmart #FedWatch #FinancialPlanning See thrivent.com/social for important disclosure information.

Rates just got a little lower, but the decisions you make now still matter. The Fed’s 0.25% rate cut could mean real changes for your loans, savings, and investment returns — especially down the road. Want to understand how this could impact your financial plan? Shoot me a message — I’d be glad to walk you through it. #RetireSmart #FedWatch #FinancialPlanning See thrivent.com/social for important disclosure information.

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💡 Don’t put all your retirement eggs in one basket. Traditional = taxed later. Roth = tax-free growth + tax-free withdrawals later. Having both gives you power + flexibility. Roth IRA contributions are not tax-deductible, but withdrawals of contributions and earnings are tax-free, if you follow the rules. To withdraw earnings without penalties, you must first have the account for five years and be age 59½. 👉 Message me if you want to talk strategy. See thrivent.com/social for important disclosure information.

💡 Don’t put all your retirement eggs in one basket. Traditional = taxed later. Roth = tax-free growth + tax-free withdrawals later. Having both gives you power + flexibility. Roth IRA contributions are not tax-deductible, but withdrawals of contributions and earnings are tax-free, if you follow the rules. To withdraw earnings without penalties, you must first have the account for five years and be age 59½. 👉 Message me if you want to talk strategy. See thrivent.com/social for important disclosure information.

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Thrivent Social Media Privacy Policy, Guidelines, Disclosures & Disclaimers

🤔When was the last time you reviewed your retirement investments? How confident are you that your initial investment strategy still holds merit? Establishing the proper asset allocation strategy for your retirement portfolio is not a "one and done" occurrence. To maintain its integrity and alignment with your goals, routine reviews of your portfolio's holdings are essential helping you thrive in retirement. The right allocation could mean the difference between just getting by and truly thriving in retirement. 👉 Message me if you’d like to talk through your options or want some advice. See thrivent.com/social for important disclosure information.

Learn more about Thrivent's social media privacy policy and guidelines.

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September 2025 Market Update: Expectations for lower rates return

Economic data from August showed that growth is slowing. Read Thrivent's September market update to learn more.

August economic data helped increase market expectations for lower rates to come.

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💡 Did you know you can take out life insurance for your children or even grandchildren? It’s one of the most affordable ways to build a financial foundation for their future. The earlier you start, the more options and benefits they’ll have later in life. 👉 If you’ve been thinking about creating a lasting gift for your family, let’s talk. See thrivent.com/social for important disclosure information.

💡 Did you know you can take out life insurance for your children or even grandchildren? It’s one of the most affordable ways to build a financial foundation for their future. The earlier you start, the more options and benefits they’ll have later in life. 👉 If you’ve been thinking about creating a lasting gift for your family, let’s talk. See thrivent.com/social for important disclosure information.

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💰 Sometimes the biggest question isn’t how much you make… it’s how much you keep. Being tax efficient with your investments can make a huge difference in your long-term wealth. It’s not just about growing your money—it’s about keeping more of it working for you and your family. ✅ The right strategy can help reduce taxes, protect your gains, and maximize your financial plan. If you’re not sure whether your investments are structured tax efficiently, let’s talk. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

💰 Sometimes the biggest question isn’t how much you make… it’s how much you keep. Being tax efficient with your investments can make a huge difference in your long-term wealth. It’s not just about growing your money—it’s about keeping more of it working for you and your family. ✅ The right strategy can help reduce taxes, protect your gains, and maximize your financial plan. If you’re not sure whether your investments are structured tax efficiently, let’s talk. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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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