Insights

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Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO
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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
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Today, we pause to remember. Twenty-five years ago, our nation faced unimaginable loss. On September 11, 2001, thousands of innocent lives were taken, and countless families and communities were forever changed. We remember the firefighters, police officers, EMTs, military members, and everyday Americans whose courage and selflessness embodied the very best of our nation. Twenty-five years later, their stories, their sacrifice, and their legacy remain with us. We will never forget.
September 2026 Market Update: Healthy growth sends stocks to new highs
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
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A qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift. A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs. Find out more: https://bit.ly/4hmPFKV
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The Legacy Capital Associates team is thrilled to share the Fall edition of our team newsletter. We shared what's new at our office, and what's happening for the remainder of 2026. https://www.thrivent.com/literature/legacycapitalassociatesnewsletter.pdf
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The Legacy Capital Associates Team had a great time at the Somerset Patriots game on Saturday. We are so thankful to our client community for coming out and enjoying the beautiful weather and a great game!
Steady growth, stubborn inflation: Q3 2026 market outlook
Steady growth, stubborn inflation: Q3 2026 market outlookEconomic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️
What is a multi-year guaranteed annuity (MYGA) & how does it work?
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty? 1. Certificate of deposit (CD) 2. High-yield savings account 3. Multi-Year Guarantee Annuity (MYGA) If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you. 36386k
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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o
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Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Dinner will be served! • Insights on recent market performance and volatility • Thrivent’s outlook for the coming months This session is hosted by the Legacy Capital Associates. When: Thursday, June 4th 2026 Where: The Villa (next to The Office) 10 Highland Pkway Toms River, NJ Reserve a seat for you and a guest today! RSVP to kimberly.brennan@thrivent.com or call 609-498-7637 Hope to see you there! NO PRODUCTS WILL BE SOLD.
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The Legacy Capital Associates Team is thrilled to share the Summer edition of our team newsletter. In this issue you will find information regarding Thrivent Charitable & Generosity program updates, team updates, and friendly reminders. As always, we are here to serve you and your family, please reach out to us if you need anything or have questions. https://www.thrivent.com/literature/legacycapitalassociatesnewsletter.pdf
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🎉⚾ Join Us for a Night of Baseball & Fireworks! ⚾🎉 We’re excited to invite you to a fun-filled evening with the Sussex Miners. 📅 Saturday, June 20th ⏰ 6:30 PM 📍 Sussex Miners Stadium – Suite 4 📌 2 Sussex Miners Way, Augusta, NJ 07822 Bring your friends and family and enjoy America’s favorite pastime with us. Food and drinks will be provided, and stay for a spectacular fireworks show to cap off the night! ✨ RSVP to: kimberly.brennan@thrivent.com Hurry—space is limited! No products will be sold.
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So far, 2026 has been full of uncertainty around oil and energy, inflation and AI. On April 14, Thrivent investment leaders gathered to unpack the headlines and talk about the potential impacts to consumers and markets. Hear their latest take on inflation, interest rates, tariffs, the energy sector and more: https://bit.ly/4sENZQK
March 2026 Market Update: Wobbling stocks, stronger bonds
March 2026 Market Update: Wobbling stocks, stronger bondsMarkets shifted in February, and that matters for how portfolios are positioned today. Thrivent's March Market Update explains what drove stock volatility, why bonds strengthened, and how we’re thinking about risk and diversification moving forward.
How to know if you're saving enough for retirement
How to know if you're saving enough for retirementRoadblocks happen, but they don't have to stop your progress. Discover how to stay on track with your retirement goals. 👇
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
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Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2
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Grow your career at Thrivent, where purpose is built into the work. As a financial advisor, you’ll help your clients pursue their goals, protect what matters most and create meaningful change in their lives. Learn more 👉 thriventcareers.com/4aNWxzQ
Finances + Generosity | Thrivent
Finances + Generosity | ThriventEven though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?