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

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial...

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Andrew Filler (a veteran advisor whom I office with) and I got to give a presentation to Locust Valley Chapel about the importance of knowing the different phases an IRA / 401(k) will go through in your lifetime. Thank you to the members of Locust Valley Chapel and Pastor Terry for hosting us, and I hope everyone learned something valuable! The chilly afterwards was delicious as well! #Locustvalleychapel #financialadvisor #thriventfinancial See thrivent.com/social for important disclosure information

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Andrew Filler (a veteran advisor whom I office with) and I got to give a presentation to Locust Valley Chapel about the importance of knowing the different phases an IRA / 401(k) will go through in your lifetime. Thank you to the members of Locust Valley Chapel and Pastor Terry for hosting us, and I hope everyone learned something valuable! The chilly afterwards was delicious as well! #Locustvalleychapel #financialadvisor #thriventfinancial See thrivent.com/social for important disclosure information

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I appreciated the opportunity to connect with members of the Upper Perkiomen YMCA community and share information about the financial guidance and generosity‑focused programs Thrivent offers. Being part of this YMCA community for the past nine years has been incredibly meaningful, and I’m grateful for the welcoming environment and the people who make it special. Thank you to everyone who stopped by and to the YMCA team for allowing me to set up a table. #YMCA #Upperperkiomenymca #thriventfinancial See thrivent.com/social for important disclosure information.

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I appreciated the opportunity to connect with members of the Upper Perkiomen YMCA community and share information about the financial guidance and generosity‑focused programs Thrivent offers. Being part of this YMCA community for the past nine years has been incredibly meaningful, and I’m grateful for the welcoming environment and the people who make it special. Thank you to everyone who stopped by and to the YMCA team for allowing me to set up a table. #YMCA #Upperperkiomenymca #thriventfinancial See thrivent.com/social for important disclosure information.

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Thrivent investment leaders gathered on Jan. 13 to discuss their perspectives on the health of the markets and economy. Their conversation included a number of insights to help you navigate the shifting environment. Hear them review inflation, the labor market, AI and more: https://bit.ly/4sIMLFz

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Thrivent investment leaders gathered on Jan. 13 to discuss their perspectives on the health of the markets and economy. Their conversation included a number of insights to help you navigate the shifting environment. Hear them review inflation, the labor market, AI and more: https://bit.ly/4sIMLFz

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6 year-end financial tasks

The hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.

As the year wraps up, take time to review your finances and set yourself up for success in the year ahead. Tackle the tasks before the deadlines hit.

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Hear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty. They discuss important economic factors, including the employment picture, Fed rate cuts, the influence of AI, signs of life in the housing market, a “grumpy” yet resilient consumer and more. Watch the conversation: https://bit.ly/3Jemn4t

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Hear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty. They discuss important economic factors, including the employment picture, Fed rate cuts, the influence of AI, signs of life in the housing market, a “grumpy” yet resilient consumer and more. Watch the conversation: https://bit.ly/3Jemn4t

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