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June 27, 2023 Market Commentary

June 27, 2023 In this week’s Market Commentary video, Jamie French addresses the importance of reviewing your investment strategies due to recent interest rate increases.

Advent Partners Spotlight: Colin Bernd

Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. June’s spotlight is Colin Bernd, Client Relationship Manager. Position: Client Relationship Manager Specialty: Building financial plans What is the last book you read? “Start with Why: How Great Leaders Inspire Everyone To Take […]

June 8, 2023 Market Commentary

Watch this week’s Market Commentary video! Chris VanHart discusses the May payroll report and next week’s update on US inflation numbers.

June 2, 2023 Market Commentary

Check out this week’s Market Commentary video! Colin Bernd gives a brief (only one minute!) update on the debt ceiling, defense spending, and more.

May 16, 2023 Market Commentary

Please watch this week’s Market Commentary video! This week, Jim Dunlop discusses the political debate surrounding the debt ceiling.

Advent Partners Spotlight: Gretchen Duda

One of our core team values is Relationships. Specifically, we value others by prioritizing relationships and putting people first. As we strive to create personal relationships with our clients and our colleagues, we are excited to share this new monthly team spotlight with you. This month, we are featuring our newest CFP®, Gretchen Duda. Gretchen […]

Advent Partners Spotlight: Jeremy Reed

One of our core team values is Relationships. Specifically, we value others by prioritizing relationships and putting people first. As we strive to create personal relationships with our clients and our colleagues, we are excited to share this new monthly team spotlight with you. Since April is National Social Security Month, we thought it was the […]

Q2 2023 Economic Update

May 10, 2023 Market Commentary

Watch this week’s Market Commentary video, where Jeremy Reed reviews the recent Federal Reserve rate hikes, April Jobs Report, and GDP Report.

April 25, 2023 Market Commentary

In this week’s Market Commentary video, Client Relationship Manager Gretchen Duda briefly talks about upcoming tech companies’ earning reports.

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Download the Form CRS Relationship Summary – TAN

Download the Form CRS Relationship Summary – TIMI

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 Client Relationship Summary, 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’s Advisory Persons 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. Download Thrivent Advisor Network’s (TAN’s) Client Relationship Summary (CRS) at TAN CRS form.

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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