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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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Desiring a team that can stick with you for the long run? Heart of the Valley Wealth Advisors is focused on serving you, your family, friends, and connections well. We're built for multi-generational impact that endures the tests of time. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

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Happy 10th Anniversary, Troy! We are excited to celebrate such a great milestone. Thank you for all you have done for our practice and our team.

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Today we recognize the life and leadership of Dr. Martin Luther King Jr. How will you honor his legacy in your community?

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Happy 19th Anniversary, Tom! Thank you for all you have done for our practice and our team.

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Looking for direction and encouragement to reach your financial goals? We're here to coach and cheer you on along the way. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

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Interested in money management that focuses on more than just an investment? Our team is equipped to serve with compassion, insight, and wisdom; partnering your goals and values with your resources to open up opportunities for fulfilled life. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

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Happy 1st Anniversary, Mike. We are glad to have you on the team!

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Prefer to meet with us from your own home, your office, or from another area of the country? Our practice is equipped to serve clients virtually. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

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Looking for advice that combines your goals cohesively with experience and expertise? Our practice specializes is providing clear, candid, and holistic advice through every step of your financial journey. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

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.