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Insights

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

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Working tax efficiency into your financial strategy

Did you know there are strategies you can put in place that could reduce your taxes now and in retirement? Let’s start with the basics.

Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and...

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Join us for an on-demand presentation for an update on the markets and economy. Hear from Thrivent Chief Investment Officer David Royal and Thrivent Chief Investment Strategist Steve Lowe. No products will be sold. https://video.thrivent.com/view/1KjARZTPZS2GUojZWZRQS2

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Join us for an on-demand presentation for an update on the markets and economy. Hear from Thrivent Chief Investment Officer David Royal and Thrivent Chief Investment Strategist Steve Lowe. No products will be sold. https://video.thrivent.com/view/1KjARZTPZS2GUojZWZRQS2

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What factors guide the money decisions in your life? There is no one-size-fits-all strategy and that’s why we take the time to learn about what’s in your heart and mind. Let’s make sure your financial strategy reflects what’s important to you—today and in the future. Let’s connect to review your plan.

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What factors guide the money decisions in your life? There is no one-size-fits-all strategy and that’s why we take the time to learn about what’s in your heart and mind. Let’s make sure your financial strategy reflects what’s important to you—today and in the future. Let’s connect to review your plan.

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2021 Market Recap

A strong stock market defied pandemic setbacks in 2021. Our chief investment officer has a recap, and what it may mean for your financial strategy.

Thrivent’s chief investment officer shares a 2021 market review and what it may mean for your financial strategy. Learn more about how inflation may affect...

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How inflation and the conflict in Ukraine may affect your investments

Thinking about making adjustments to your investment strategy due to the current markets? Thrivent’s Chief Investment Strategist shares some thoughts to consider in his recent market update.

The tragic invasion of Ukraine adds yet another dimension to the recent economic turmoil.

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Market volatility and your investments: What you need to know

Given current events, you may feel uncertain about the market and what it means for your investments. Tip #1: Keep your emotions in check when the markets dip. Check out these 5 additional tips to help you navigate the ups and downs.

With the potential for reward comes the reality of risk. Read on for ways to help you take control during market fluctuations....

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Market and economic impacts of Russian invasion of Ukraine

Thrivent’s Chief Investment Strategist recently shared thoughts on how the Russian invasion of Ukraine may affect markets and the economy. You can read more in the link below. If you’re considering making changes to your investments, let’s find time to discuss in light of this development. For additional disclosures, visit thrivent.com/social

News of the Russian invasion of Ukraine is understandably impacting global markets. We expect continued volatility in the near term, but as you’ll read below...

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Investing Terms and Concepts You Should Know

Is investing on your financial bucket list this year, but you’re not sure where to start? Check out these foundational concepts.

Confused by investing jargon? Read on to learn the basics of investing so you are better equipped to make decisions that are right for you....

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2022 Market Outlook: Pondering a post-pandemic market environment

With disruptions from the past two years of the pandemic, what does the forecast look like for next year’s market? Read on for Thrivent’s 2022 Market Outlook.

The U.S. economy and equity market have staged a surprisingly impressive recovery from the pandemic-induced lows of 2020....

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Family Finances

It can be tough talking with your aging parents about their finances and wishes for the future. Here are some tips and conversation starters for approaching the topic with them.

Conversation starters for parents and adult children...

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.

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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