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Insights

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

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Taxes can diminish investment returns if not considered in planning. A tax-efficient portfolio focuses on asset location, income generation, and timing of gains to maximize returns. Effective tax planning aims to manage taxes deliberately within your financial strategy, rather than avoiding them. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional

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Taxes can diminish investment returns if not considered in planning. A tax-efficient portfolio focuses on asset location, income generation, and timing of gains to maximize returns. Effective tax planning aims to manage taxes deliberately within your financial strategy, rather than avoiding them. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional

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Don’t wait until after—plan before. See thrivent.com/social for additional disclosures. #FinancialTips #PlanAhead #MoneySmart #LifeEvents #WealthMindset

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Don’t wait until after—plan before. See thrivent.com/social for additional disclosures. #FinancialTips #PlanAhead #MoneySmart #LifeEvents #WealthMindset

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Portfolio diversification: Importance, benefits & how to start

Is your portfolio diversified? Having a mix of investments can help you manage risk, reduce volatility and build a reliable foundation for your long-term financial goals. Here are 4 primary components to help you diversify. ⬇️

As you manage your investments, you may have heard that it's a good idea to diversify your portfolio—or have a mix of assets. The idea is to avoid putting all...

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You can start Social Security as early as 62—but that doesn’t mean it’s always the right move. In some cases, taking it early can provide immediate income, help pay down debt, or give you flexibility to let other investments grow. But every decision comes with trade-offs. We help our clients walk through the “why” behind their decision—so it aligns with their goals, their lifestyle, and their long-term plan. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. #SocialSecurity #RetirementPlanning #FinancialClarity #IncomePlanning #PlanWithPurpose #FinancialConfidence #KnowYourOptions

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You can start Social Security as early as 62—but that doesn’t mean it’s always the right move. In some cases, taking it early can provide immediate income, help pay down debt, or give you flexibility to let other investments grow. But every decision comes with trade-offs. We help our clients walk through the “why” behind their decision—so it aligns with their goals, their lifestyle, and their long-term plan. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. #SocialSecurity #RetirementPlanning #FinancialClarity #IncomePlanning #PlanWithPurpose #FinancialConfidence #KnowYourOptions

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From getting married to changing careers, the biggest life events often come with the biggest financial decisions. The question isn’t if life will change—it’s whether your plan is ready when it does. Let’s talk about what’s next for you. For disclosure information, see thrivent.com/social. #FinancialPlanning #LifeEvents #MoneyMatters #FutureFocused #FinancialConfidence #PlanAhead #WealthPlanning #LifeChanges

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From getting married to changing careers, the biggest life events often come with the biggest financial decisions. The question isn’t if life will change—it’s whether your plan is ready when it does. Let’s talk about what’s next for you. For disclosure information, see thrivent.com/social. #FinancialPlanning #LifeEvents #MoneyMatters #FutureFocused #FinancialConfidence #PlanAhead #WealthPlanning #LifeChanges

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Our team focuses on connecting all the pieces so your financial strategy works together with purpose. https://connect.thrivent.com/seneca-group See thrivent.com/social for additional disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. #FinancialPlanning #WealthWithPurpose #LegacyPlanning #HolisticPlanning #FutureFocused #FinancialConfidence #LifeAndLegacy

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Our team focuses on connecting all the pieces so your financial strategy works together with purpose. https://connect.thrivent.com/seneca-group See thrivent.com/social for additional disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. #FinancialPlanning #WealthWithPurpose #LegacyPlanning #HolisticPlanning #FutureFocused #FinancialConfidence #LifeAndLegacy

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1st Quarter 2026 Market Review: Geopolitics takes center stage

Q1 reminded investors that markets don’t move in straight lines. Thrivent's Q1 2026 Market Review highlights increased volatility in stocks, growth in small-cap and value stocks and that bonds faced pressure as yields moved higher.

Escalating geopolitical tensions reshaped markets, influencing inflation, consumer confidence, equity leadership, bond yields and commodity prices during a...

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Connect with our team of professionals. https://connect.thrivent.com/seneca-group See thrivent.com/social for important disclosures #confidence #clarity #financialpath

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Connect with our team of professionals. https://connect.thrivent.com/seneca-group See thrivent.com/social for important disclosures #confidence #clarity #financialpath

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Whether it’s traveling more, spending time with family, continuing to grow, or giving back in meaningful ways, we help you build a plan that supports the life you envision. With thoughtful retirement income planning and investment management, we help turn your goals into a reality you can enjoy. For disclosure information, see thrivent.com/social. #RetirementReady #LiveFully #FinancialFreedom #PlanForLife #InvestWithPurpose #MeaningfulLiving

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Whether it’s traveling more, spending time with family, continuing to grow, or giving back in meaningful ways, we help you build a plan that supports the life you envision. With thoughtful retirement income planning and investment management, we help turn your goals into a reality you can enjoy. For disclosure information, see thrivent.com/social. #RetirementReady #LiveFully #FinancialFreedom #PlanForLife #InvestWithPurpose #MeaningfulLiving

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Your financial strategy should work together as one complete picture. Because managing money is just one piece of the journey—living well is the goal. https://connect.thrivent.com/seneca-group See thrivent.com/social for additional disclosures. #HolisticPlanning #WealthStrategy #FinancialWellness #LifePlanning #SmartMoneyMoves #ComprehensiveCare

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Your financial strategy should work together as one complete picture. Because managing money is just one piece of the journey—living well is the goal. https://connect.thrivent.com/seneca-group See thrivent.com/social for additional disclosures. #HolisticPlanning #WealthStrategy #FinancialWellness #LifePlanning #SmartMoneyMoves #ComprehensiveCare

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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