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Insights

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

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Wealth transfer

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Maximize your impact with a financial strategy that minimizes taxes.

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🎉What are you doing in a couple Saturdays? Join us on Sat May 9th as we kick off summer with our annual Shred Event!🎉 ✨Saturday May 9th 9:00am-12:00pm 444 E Huntington Drive, Arcadia, CA 91006 (back parking lot) RSVP on our website Join us for tacos, shaved ice, and secure document shredding! We accept all paper; staples & paperclips are fine, but no plastic or binders. Help us support two great causes: ❤️Mission Flight | Donate used eyeglasses (single vision, frames, sunglasses) to help those in need in Mexico. ❤️Race Track Chaplaincy | Any clothing, hygiene products, etc. for men, women and children related to the race track staff. While donations are encouraged, they are not mandatory. Questions? Call us or email huntingtongroup@thrivent.com

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🎉What are you doing in a couple Saturdays? Join us on Sat May 9th as we kick off summer with our annual Shred Event!🎉 ✨Saturday May 9th 9:00am-12:00pm 444 E Huntington Drive, Arcadia, CA 91006 (back parking lot) RSVP on our website Join us for tacos, shaved ice, and secure document shredding! We accept all paper; staples & paperclips are fine, but no plastic or binders. Help us support two great causes: ❤️Mission Flight | Donate used eyeglasses (single vision, frames, sunglasses) to help those in need in Mexico. ❤️Race Track Chaplaincy | Any clothing, hygiene products, etc. for men, women and children related to the race track staff. While donations are encouraged, they are not mandatory. Questions? Call us or email huntingtongroup@thrivent.com

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I’m honored to be named a finalist for InvestmentNews Regional Advisor of the Year (West) at the 2026 InvestmentNews Awards. Grateful to work alongside an incredible team who helped make this possible, and inspired to be recognized alongside a group of excellent financial advisors pushing our industry forward. #INAwardsUS Read the full announcement: https://newsroom.thrivent.com/2026-04-14-Thrivent-Boasts-Three-Finalists-at-2026-InvestmentNews-Awards

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I’m honored to be named a finalist for InvestmentNews Regional Advisor of the Year (West) at the 2026 InvestmentNews Awards. Grateful to work alongside an incredible team who helped make this possible, and inspired to be recognized alongside a group of excellent financial advisors pushing our industry forward. #INAwardsUS Read the full announcement: https://newsroom.thrivent.com/2026-04-14-Thrivent-Boasts-Three-Finalists-at-2026-InvestmentNews-Awards

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Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. Learn more here: https://bit.ly/47fcOvU

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Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. Learn more here: https://bit.ly/47fcOvU

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I am honored to announce I have been inducted into the Voices in Philanthropy (VIP) Hall of Honor by Thrivent Charitable. Thank you to my clients who use their generosity to make the change that matters most to them. Join me in celebrating my fellow financial advisors who were honored, and read the full news article announcing this year’s honorees: thriventcharitable.com/2025-VIPs. For important disclosures see thriventcharitable.com/social.

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I am honored to announce I have been inducted into the Voices in Philanthropy (VIP) Hall of Honor by Thrivent Charitable. Thank you to my clients who use their generosity to make the change that matters most to them. Join me in celebrating my fellow financial advisors who were honored, and read the full news article announcing this year’s honorees: thriventcharitable.com/2025-VIPs. For important disclosures see thriventcharitable.com/social.

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Investing in volatile markets: Smart strategies for confident investing

Market volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.

Markets can be unpredictable, with ups and downs that can make even the most seasoned investors uneasy. But the good news? You don’t have to let market swings...

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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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Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off. Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world. Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm

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Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off. Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world. Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm

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Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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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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