News and Insights
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.
Should you get life insurance in your 20s? 5 reasons to consider it
Life insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier? Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️
Benefits of a fixed index annuity | Thrivent
Looking for growth potential based on index performance, but want built-in protection from losses due to negative performance? Consider a fixed indexed annuity, which can provide tax-deferred growth, steady income and protection from market swings. Learn more about how this can supplement your retirement savings. ⬇️
Annuities explained: Basics, types & FAQs
Depending on the financial goals you want to reach in retirement, you may want to consider adding an income stream to supplement retirement savings. Perhaps you want to travel more, help fund your grandchild’s future college education or spend how you see fit. Learn more about annuities and how they may provide additional income for you in retirement. ⬇️
Investing in volatile markets: Smart strategies for confident investing
Market volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.
Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits
Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.
