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Insights

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

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Investing basics: The complete guide for beginners

Investing may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing.​ If you’d like to align your investments with your financial goals, let’s set up a meeting.

Investments can seem complex, but with a foundational understanding, anyone can start building a brighter financial future. Here are the essentials to get you...

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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8 ways to get serious about paying off student loan debt

Is paying off your student loans high up on your priority list? Here are ways to pay off your loans faster, while managing your other financial priorities. ⬇️

While the value of education is priceless, student loan debt you've accrued can follow you long into the future. If you're looking for ways to pay off your...

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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.

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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