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Category: Articles

Articles about adult Personal Financial education and planning tools financial literacy

Thinking about a legacy

“Use your imagination.  Wave a magic wand.  If there were some things you could do for the kids in the school where you used to teach, what would they be?”  I asked this question one afternoon to one our dear clients. 

Stay the Course During Market Uncertainty

Thoughts from Jim

A friend of mine, who is also a financial advisor, used to tell his clients: “there will be days like today where you want to drive by my house and throw a brick through the window.  If you do, just be sure to attach a check to it.”

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Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “TAN”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures (Form ADV Part 2A and 2A Appendix 1 brochures) for a full description of services, fees and expenses, available at Thriventadvisornetwork.com. Thrivent Advisor Network, LLC financial advisors may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons.

Advisory Persons of TAN provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Advent Partners and Thrivent Advisor Network, LLC are not affiliated companies.

Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Advent Partners are not affiliated companies. DISCLOSURES

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