Shannon James, CEPA, FIC, BFA - Thrivent

07/04/2026

Have a fun and memorable Fourth of July celebration!

06/21/2026

Sending love and gratitude to all the dads and father figures who made us who we are today. Happy Father’s Day!

06/11/2026

Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.

Transferring wealth isn’t just about passing on assets—it’s about creating a lasting legacy. A thoughtful approach pairs expert financial planning with meaningful conversations with your beneficiaries, ensuring your intentions are understood and your values live on.

06/10/2026

Estate planning isn’t just for the wealthy—it’s for everyone.

If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes.

Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42

👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

06/09/2026

If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust.

Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion.

Learn more about your options: https://bit.ly/3VZ6FNl

06/08/2026

Market fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next.

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 derail your financial future. Rather than reacting to every dip or surge, understanding that market fluctuations are part of the process…

06/05/2026

Shifting interest rates signal that it’s time to make sure your money is still well positioned to support your needs, whether that’s maintaining liquidity or building stability for the years ahead.

See thrivent.com/social for important disclosures.

06/04/2026

Many people approaching retirement feel unprepared or unsure whether their investments are positioned appropriately for this stage of life.

➡️ Before refining your strategy, it helps to revisit three core factors: your goals, your time horizon and your risk tolerance. Together, they can reveal whether your current allocation still supports what you need in the years ahead.

If you’re wondering whether you’re on track, let’s talk. We can review your investing strategy together and build a financial plan that supports you now—and throughout retirement.

See thrivent.com/social for important disclosures.

06/02/2026

Wondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.

Today, potential paths for investors range widely—traditional investments like mutual funds sit arm in arm with alternative investments such as non-fungible tokens (NFTs) and cryptocurrency. However, investments boil down to four main types: real estate, stocks, bonds and mutual funds.

06/01/2026

What are common mistakes people make when investing?​

1️⃣ Lacking diversification​
2️⃣ Trying to time the market​
3️⃣ Investing with your emotions​
4️⃣ Ignoring fees and taxes​

For more mistakes to watch out for and smart strategies to consider. 👇

If you're not a pro at investing, you can get tripped up. Here's what you need to know to sidestep common investment pitfalls and make the most of your money.