Insights

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Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together. If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet. See thrivent.com/social for important disclosures.
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Exploring other ways to give, in addition to the options of time and money? Learn more about how real estate donations can benefit charities: https://bit.ly/3Nn6Ei4
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Wondering how you can help preserve and protect the small business you’ve worked so hard to build? Let’s connect and discuss further. See thrivent.com/social for important disclosures.
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As you plan ahead for retirement, don’t forget to consider long-term care costs, which could include in-home care or assisted living. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo
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Some parents use an allowance to help their kids understand the value in budgeting and saving early. If you’re thinking about starting an allowance for your kids, ask yourself these questions: ➡️ How old? There’s no “best” age, but many parents start providing an allowance when their kids are around age 5. ➡️ How often? Choose a schedule that works best for your needs. ➡️ How much? Consider if you are providing a fixed or goal-based amount and what works for your family’s budget.
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So you’ve graduated college. 🎓Congratulations! Now what? Start with updating or creating your budget. Your financial situation may have changed after graduating and you’ll want to revisit your spending and saving goals. Here are additional financial considerations for recent grads: https://bit.ly/4lQH195
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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.​
Taking Social Security early? Reasons to consider (with pros & cons)
Taking Social Security early? Reasons to consider (with pros & cons)Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.​ Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
8 ways to get serious about paying off student loan debt
8 ways to get serious about paying off student loan debtIs paying off your student loans high up on your priority list? Here are ways to pay off your loans faster, while managing your other financial priorities. ⬇️
Estate planning guide: Essential documents & checklist
Estate planning guide: Essential documents & checklistAs you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️
Why disability insurance matters & who should get it
Why disability insurance matters & who should get itWondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️
May 2025 Market Update: Volatility goes up and down
May 2025 Market Update: Volatility goes up and downMixed economic data in April presents a lot of uncertainty in the economic markets. Read Thrivent Asset Management's analysis on what this means for investors in the May Market Update.
5 financial risks (and how to adapt your financial plan)
5 financial risks (and how to adapt your financial plan)Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️
S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook
S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable OutlookProud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️
How to start investing with little money
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
The differences between real estate, stocks, bonds & mutual funds
The differences between real estate, stocks, bonds & mutual fundsWondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.
How to invest during a market downturn
How to invest during a market downturnChoosing what to invest in during a market downturn depends on a few factors, such as your financial goals, time horizon and risk tolerance. This resource provides investment opportunities for your consideration, so you can make thoughtful decisions about how you want to invest. Let’s connect if you’d like to discuss what changes you can make to your investment portfolio to help hedge against risk and position you to reach your long-term goals.
2nd Quarter 2025 Market Outlook: Uncertainty strikes back
2nd Quarter 2025 Market Outlook: Uncertainty strikes backMarket volatility rose in Q1 2025 amid heightened uncertainty around trade policy, immigration, government layoffs, and shifting geopolitical dynamics. Thrivent remains focused on long-term fundamentals as we head into Q2.
Thrivent wins LSEG Lipper Fund Awards United States 2025
Thrivent wins LSEG Lipper Fund Awards United States 2025Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2025 winner for Thrivent Small Cap Stock Fund.
Thrivent ranked among Barron’s Best Fund Families
Thrivent ranked among Barron’s Best Fund FamiliesThrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2024. Learn more about this ranking. 👇