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Author: devaneyassociates

Apr 30 2024 Update Video

In this week’s video, we shake things up a bit. Jim Dunlop discusses our upcoming broker dealer transition and what steps you might need to take!  

Apr 24 2024 Market Commentary

In this week’s Market Update video, Chris VanHart talks spring cleaning and looks ahead to announcements being made in the next few weeks.  

Apr 15 2024 Market Commentary

In this week’s Market Update video, Jim Dunlop discusses how a resilient US economy effects interest rates and recent events in the Middle East.  

Apr 08 2024 Market Commentary

  In this week’s Market Update video, Jeremy Reed discusses the economic impact of the 2024 eclipse as well as recent diplomatic meetings with China.  

Mar 28 2024 Market Commentary

  In this latest Market Commentary Video, Colin Bernd talks about last week’s Fed update, anticipated rate cuts later in 2024, and the National Association of Realtors settlement news.

Mar 18 2024 Market Commentary

  Check out our latest Market Commentary Video. In this video, Jamie French discusses corporate earnings, AI developments, and February inflation data.

Mar 7 2024 Market Commentary

Check out our latest Market Commentary Video. In this video, Chris VanHart discusses anticipated delays on interest rate drops and recent Bitcoin performance.

Feb 28 2024 Market Commentary

Check out our latest Market Commentary Video. This week, Gretchen Duda talks about recent S&P record highs, Fed updates, and shares some Leap Year trivia!

Empathy and Action: The Dual Forces of Effective Philanthropy With Melissa Komora

In this episode of You Can’t Take it With You, Melissa Komora, Vice President for Advancement at Susquehanna University, joins Jim Dunlop to delve into the heart of philanthropy. They discuss the transformative power of empathy in giving, the strategic approaches to impactful philanthropy, and the personal journeys that lead individuals to become changemakers. The […]

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Broker Check

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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