Jim Yanez, FIC, BFA - Thrivent

06/01/2026

I received my new business cards, and my youngest, Charlotte, felt the need to improve upon the design 💀

04/25/2026

Get the latest economic and market data at my free Economic Update workshop on April 29th @ Noon & 7PM CDT. Find out Thrivent’s perspective on the economy and how it could affect your financial strategy. Register now: https://connect.thrivent.com/james-yanez/events
No products will be sold. 27878-4M R9-25

04/23/2026

When it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️

Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and Johnny Cash, among many other familiar artists, made hits about taxes that still find their way on to playlists because everyone can relate.

04/22/2026

Is your portfolio diversified? Having a mix of investments can help you manage risk, reduce volatility and build a reliable foundation for your long-term financial goals. Here are 4 primary components to help you diversify. ⬇️

As you manage your investments, you may have heard that it's a good idea to diversify your portfolio—or have a mix of assets. The idea is to avoid putting all of your eggs in one basket.

04/21/2026

Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇

Keeping your investments on track isn’t a set-it-and-forget-it process. Over time, market shifts can throw off your portfolio’s balance, exposing you to more risk than you intended. Learn how portfolio rebalancing helps realign your investments with your goals and may keep your strategy on cours...

04/07/2026

Will Your Taxes Affect Your Retirement? Join me for this event where you will learn strategies to work toward a lower tax bracket in retirement. Register today: connect.thrivent.com/james-yanez/events
No products will be sold. 27878-15M R11-20

04/05/2026

"He is not here; He has risen, just as He said. Come and see the place where He lay." - Matthew 28:6

Happy Easter! We rejoice in the resurrection of Jesus.

04/03/2026

“When he had received the drink, Jesus said, ‘It is finished.’ With that, he bowed his head and gave up his spirit.” - John 19:30

Today we remember Jesus’ sacrifice for us.

01/19/2026

The life and legacy of Dr. Martin Luther King Jr. is one of hope, inspiration and activation. How are you honoring his dream and making a difference in your community?

01/08/2026

"In their hearts humans plan their course, but the Lord establishes their steps." - Proverbs 16:9