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Insights

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

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S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook

Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️

The rating reflects Thrivent’s strong financial profile and performance MINNEAPOLIS (May 6, 2025) – S&P Global Ratings recently affirmed its AA+ (Very Strong...

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How to start investing with little money

You 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. ⬇️

When you've been busy with a growing family and financial goals like buying a house or paying down debt, it's understandable that you might have put off...

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Two weeks ago, I had the opportunity to attend a regional conference in Madison, WI alongside fellow Thrivent advisors. It was awesome to connect with like-minded professionals who share a passion for financial education and making a meaningful impact. We heard from some of the respected leaders in our field and explored strategies to better serve our clients. From deepening relationships to delivering value, the sessions were packed with insights I’m excited to bring back into my practice. As I reflect on the opportunity, the conversations, and the relationships I’ve built, it truly makes me proud of what our team gets to do each and every day.

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Two weeks ago, I had the opportunity to attend a regional conference in Madison, WI alongside fellow Thrivent advisors. It was awesome to connect with like-minded professionals who share a passion for financial education and making a meaningful impact. We heard from some of the respected leaders in our field and explored strategies to better serve our clients. From deepening relationships to delivering value, the sessions were packed with insights I’m excited to bring back into my practice. As I reflect on the opportunity, the conversations, and the relationships I’ve built, it truly makes me proud of what our team gets to do each and every day.

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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May 2025 Market Update: Volatility goes up and down

Mixed economic data in April presents a lot of uncertainty in the economic markets. Read Thrivent Asset Management's analysis on what this means for investors in the May Market Update.

Economic data from April showed the economy slowing and raising the odds for a recession.

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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

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Join us for dinner and an exclusive watch event. We are committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address: - Essential estate preservation documents you should have. - What is the purpose of a will? - Estate taxes and annual gifting limits. - What is the probate process? - Advantages of naming beneficiaries on your accounts. - The SECURE Act 2.0 and how it impacts your family. - Concerns about how to protect your assets. - Long-term care: Costs and options. - Effects of income taxation upon death. This educational event is designed for members and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. Location: Holidays Pub & Grill 3950 North Richmond Street Appleton, WI 54913 Schedule: 5:00 pm Doors open, buffet upon arrival 6:00 pm Exclusive webinar viewing Sign Up: https://bit.ly/4iOpAU8 I hope to see you there! Disclosures: This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 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. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

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Join us for dinner and an exclusive watch event. We are committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address: - Essential estate preservation documents you should have. - What is the purpose of a will? - Estate taxes and annual gifting limits. - What is the probate process? - Advantages of naming beneficiaries on your accounts. - The SECURE Act 2.0 and how it impacts your family. - Concerns about how to protect your assets. - Long-term care: Costs and options. - Effects of income taxation upon death. This educational event is designed for members and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. Location: Holidays Pub & Grill 3950 North Richmond Street Appleton, WI 54913 Schedule: 5:00 pm Doors open, buffet upon arrival 6:00 pm Exclusive webinar viewing Sign Up: https://bit.ly/4iOpAU8 I hope to see you there! Disclosures: This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 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. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

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How to invest during a market downturn

Choosing what to invest in during a market downturn depends on a few factors, such as your financial goals, time horizon and risk tolerance. This resource provides investment opportunities for your consideration, so you can make thoughtful decisions about how you want to invest. Let’s connect if you’d like to discuss what changes you can make to your investment portfolio to help hedge against risk and position you to reach your long-term goals.

Recessions are an inevitable part of the economic cycle, but they also present potential investment opportunities. Discover tips and strategies for investing...

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Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

It can be difficult for markets to assess the impact of tariffs because they can be added or removed quickly, and there isn’t always insight into what’s coming...

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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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