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Insights

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

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Licensed Client Service Administrator

We’re hiring! Our Cornerstone Financial Group team with Thrivent is looking for a Licensed Client Service Administrator in Columbus, OH. This role is a great fit for someone who is detail-oriented, client-focused, and enjoys supporting advisors, helping clients, and keeping day-to-day operations running smoothly. Learn more and apply here: https://thrivent.wd5.myworkdayjobs.com/External/job/OH--Columbus/Licensed-Client-Service-Administrator_REQ-47192-1

Summary This position provides licensed administrative support to Cornerstone Financial Group. This position serves as a resource to Financial Advisors and...

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Happy 50th Birthday to Meredith Kaminicki! Today, we celebrate not only a milestone but also the incredible person you are. Your dedication, hard work, and passion has made such a significant impact on your coworkers and our clients. Here's to 50 years of amazing achievements and many more to come! Join us in wishing Meredith a fantastic birthday filled with joy and laughter!

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Happy 50th Birthday to Meredith Kaminicki! Today, we celebrate not only a milestone but also the incredible person you are. Your dedication, hard work, and passion has made such a significant impact on your coworkers and our clients. Here's to 50 years of amazing achievements and many more to come! Join us in wishing Meredith a fantastic birthday filled with joy and laughter!

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3rd Quarter 2024 Market Outlook: Waiting for the Fed

Second quarter economic results were mixed. What does that mean for investors looking ahead to third quarter? Take a look at Thrivent’s 3rd Quarter Market Outlook to learn more.

With static interest rates and mixed economic data, we favor stocks over bonds, growth over value and domestic over international.

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Cornerstone Financial Advisors is proud to make a difference in our community! Thrivent gives us and our clients the resources to impact the lives of those who need it most. Through our charitable mindset, we have raised over $600,000 of donations and volunteer hours for 2023! To learn more about how you can make a difference in your community, please reach out to our team and we would happy to start that conversation with you!

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Cornerstone Financial Advisors is proud to make a difference in our community! Thrivent gives us and our clients the resources to impact the lives of those who need it most. Through our charitable mindset, we have raised over $600,000 of donations and volunteer hours for 2023! To learn more about how you can make a difference in your community, please reach out to our team and we would happy to start that conversation with you!

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Thrivent Market & Economic update

As we move into 2024. Inflation is slowing yet prices remain high. Rate cuts are anticipated, but when? Investing opportunities exist, but where? Check out Thrivent’s March Market & Economic Update to hear our investment leaders’ perspectives. Watch the full recording or just the highlights. 👇

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

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March 2024 Market Update: AI points stocks to new highs

Take a look at Thrivent’s March 2024 Market Update to learn why we think February’s economic data supports a soft landing in the markets and an eventual easing of monetary policy.

The economy continues to remain (surprisingly) resilient, and we continue to remain optimistic on stocks and positive on bonds, although the fixed income path...

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February 2024 Market Update: On the road to recovery

Take a look at Thrivent’s February 2024 Market Update for in-depth commentary on these three key points: • January’s data highlights that an economic soft landing was achieved • U.S. Federal Reserve may continue to be conservative on raising interest rates this year • There is anticipation of sustained economic growth

2024 is likely to deliver positive total returns in both stocks and bonds broadly. We remain mindful that volatility can spike or remain elevated for extended...

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Recurring subscriptions can be an expense that quickly builds up over time. When was the last time you reviewed which ones you are paying for? Take some time today to cancel the ones you no longer need.

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Recurring subscriptions can be an expense that quickly builds up over time. When was the last time you reviewed which ones you are paying for? Take some time today to cancel the ones you no longer need.

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2023 IRA contribution deadline: There's still time to maximize your savings

Maximize your retirement savings by fully contributing to your IRA before the April 15 tax deadline. For more details on IRA contribution limits. 👇

The calendar may be on the verge of flipping over to 2024, but you still can contribute to an individual retirement account (IRA), even after the new year...

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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