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October 27, 2020

Tapping the family tree: Are you ready for the great American wealth transfer?

Tapping the family tree: Are you ready for the great American wealth transfer?

Tapping the family tree: Are you ready for the great American wealth transfer?

If you’re like many experienced financial professionals, you may have noticed a trend across your client base – it’s getting older. In the years ahead, we will likely see the greatest transfer of wealth in history.

If you’re like many experienced financial professionals, you may have noticed a trend across your client base – it’s getting older. In the years ahead, we will likely see the greatest transfer of wealth in history.

October 27, 2020

October 20, 2020

SECURE Act alters retirement investing options for individuals and businesses

SECURE Act alters retirement investing options for individuals and businesses

SECURE Act alters retirement investing options for individuals and businesses

The SECURE Act provides greater retirement savings flexibility for both individuals and businesses. The law, which was approved by Congress at the close of 2019, includes a total of 29 provisions, most of which are related to tax-advantaged savings plans.

The SECURE Act provides greater retirement savings flexibility for both individuals and businesses. The law, which was approved by Congress at the close of 2019, includes a total of 29 provisions, most of which are related to tax-advantaged savings plans.

October 20, 2020

October 20, 2020

Thrivent Limited Maturity Bond Fund seeks higher yields with lower risk

Thrivent Limited Maturity Bond Fund seeks higher yields with lower risk

Thrivent Limited Maturity Bond Fund seeks higher yields with lower risk

Investors seeking income have had some limited choices in recent years, with bond rates at historically low levels. But for investors in search of income, the Thrivent Limited Maturity Bond Fund (THLIX) may be an intriguing option.

Investors seeking income have had some limited choices in recent years, with bond rates at historically low levels. But for investors in search of income, the Thrivent Limited Maturity Bond Fund (THLIX) may be an intriguing option.

October 20, 2020