Insights
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
Because managing wealth isn't just about investments. It's about weaving together: ✅ Insurance ✅ Investments ✅ Tax planning ✅ Estate planning & wealth transfer...into ONE strategy built around YOUR life and YOUR legacy. We're not here to sell you a product. We're here to help you build a future. 📍 Ready to start the conversation? Let's talk about where YOU want to go.For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
The good news? You don’t have to wait until RMDs begin to start planning.Strategies like Roth conversions, charitable giving, wealth transfer and thoughtful income planning can help you manage the tax impact over time.The earlier you plan, the more options you may have.For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.#RetirementPlanning #RMD #TaxPlanning #RetirementIncome #FinancialPlanning
More purpose. More possibilities. More of what makes life meaningful.Let’s make the most of what you’ve been givenFor disclosure information, see thrivent.com/social.#FinancialPlanning #PurposeDriven #WealthManagement
Take a look at some upcoming events!https://www.thrivent.com/member-network/northeast/eventsFor disclosure information, see thrivent.com/social. No products will be sold.
With a plethora of experience, we meet you where you are and walk alongside you toward where you want to go.Your starting point doesn’t have to be your final destination.For disclosure information, see thrivent.com/social
Make sure you direct yours! https://bit.ly/4hqbF99For disclosure information, see thrivent.com/social.
Let’s see if your investments are still lined up with your goals. For disclosure information, see thrivent.com/social. #PortfolioReview #InvestmentPlanning #FinancialPlanning
Friendly reminder to direct your Thrivent Choice®️ Dollars ❤️https://www.thrivent.com/about-us/membership/thrivent-choiceFor disclosure information, see thrivent.com/social.
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. ⬇️
Because a good financial plan isn’t just about what you have.It’s about what you want your life to look like. For disclosure information, see thrivent.com/social. #FinancialPlanning #LifeAndMoney #WealthPlanning #FinancialGoals
Your financial plan should reflect more than your income and investment accounts.Working with us can give you the opportunity to bring your faith and values into financial conversations—from generosity and stewardship to preparing for your family’s future and the legacy you want to leave.It’s not about separating faith from finances.It’s about putting your values on the table.For disclosure information, see thrivent.com/social
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/4fIaSQkSee thrivent.com/social for important disclosures.
Great question.You shouldn’t need a decoder ring to understand your financial advisor. 😄But those designations can tell you something important: your advisor has invested time and effort into developing specialized knowledge.And ultimately, that knowledge should translate into something much more valuable than letters on a business card:Better conversations. Better questions. Better planning.See thrivent.com/social for additional disclosures.
Start preparing today.https://connect.thrivent.com/seneca-groupFor disclosure information, see thrivent.com/social.
Numbers matter. But people matter more.Our team is made up of experienced financial professionals who believe good planning starts with actually getting to know you—your goals, your priorities, and what keeps you up at night.We’re here for the big decisions, the unexpected turns, and all the conversations in between.Because we’re not looking for a one-time transaction.We’re building relationships that last.#FinancialPlanning #ClientRelationships #FinancialConfidence #PlanWithPurpose
Good tax planning connects the dots.#TaxPlanning #RothConversion #RetirementPlanning #TaxStrategyFor disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professionalState tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Being the person everyone depends on feels pretty good.Until you want to take a vacation. 😉Or retire.Or something unexpected happens.Part of succession planning is building a business that can keep moving forward—even when you’re no longer the one making every decision.That can mean stronger systems, documented processes, developing key people and creating a clear plan for ownership.Build a business people can buy—not one they can only buy from you.For disclosure information, see thrivent.com/social.#BusinessPlanning #BusinessValue #ExitPlanning #SuccessionPlanning