With interest rates shifting, now's the time to make sure your cash, investments and other savings are still well positioned to support your needs and goals—whether that means prioritizing flexibility or focusing on higher potential returns.
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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
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. ⬇️
Investing basics: The complete guide for beginnersInvesting 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.
I am committed to working with small business owners like you to help ensure growth, stability and preparedness. I help define your goals and secure your legacy for years to come—so you can focus on running your business.
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises.
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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
Summer financial tip coming in hot: Start planning for the holidays now. Tickets are cheaper. You’re more relaxed. And planning by the pool when school’s out is much easier than it will be later this year when you’re slammed with school and work events.
Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.
The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan.
Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.
The 3 advantages of life insurance for childrenDid you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are three reasons to insure them now.
Do you have a financial plan that's personalized to your goals and priorities?
No matter what stage of life you're in, together we can create a plan that helps you feel confident. Here are six steps you can take to get started:
1. Use SMART goals to establish clarity.
2. Get a full understanding of your current financial situation.
3. Check the strength of your financial foundation.
4. Grow what you have today into what you need for tomorrow.
5. Build a mindful spending strategy for the years ahead.
6. Establish your legacy.
Learn more about the six steps and how you can use them to build your plan: https://bit.ly/3V0AXQg
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With house prices skyrocketing, the decision of buying vs. renting a home has become even more complex. There’s no one-size-fits-all answer when deciding.
Check out this article to help you evaluate your short- and long-term needs along with your financial considerations: https://bit.ly/3VQwPTD
2nd Quarter 2024 Market Outlook: Staying the courseHear more from Thrivent Asset Management on rate cuts, inflation and what to do with stocks and bonds in the second quarter.
Job loss can come with a lot of stress—especially with your finances. Not sure what money moves you should make after getting laid off? This article covers immediate, short- and long-term steps you can take: https://bit.ly/3Vi3z7S
If you’re considering an adjustment to your financial plan due to a change in employment, let’s talk.
Thrivent ranked among Barron’s Best Fund FamiliesThrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2023. Learn more about this ranking. 👇
Thrivent wins LSEG Lipper Fund Awards United States 2024Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2024 winner for a second year.
Thrivent Multi-Year Guarantee Annuity™️Want growth you can count on? Get a locked-in interest rate for the guarantee period you choose – either 3, 5, 7 or 9 years – with Thrivent’s Multi-Year Guarantee Annuity.
For more information, let's connect today.
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