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Welcome to Thornburg

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Please review our Terms & Conditions

For Institutional / Wholesale / Professional Clients

The content on this website is intended for institutional and professional investors in the United States only and is not suitable for individual investors or non-U.S. entities. Institutional and professional investors include pension funds, investment companies registered under the Investment Company Act of 1940, financial intermediaries, consultants, endowments and foundations, and investment advisors registered under the Investment Advisors Act of 1940.

TERMS AND CONDITIONS OF USE

Please read the information below. By accessing this web site of Thornburg Investment Management, Inc. ("Thornburg" or "we"), you acknowledge that you understand and accept the following terms and conditions of use.

Disclaimers

Products or services mentioned on this site are subject to legal and regulatory requirements in applicable jurisdictions and may not be licensed or available in all jurisdictions and there may be restrictions or limitations to whom this information may be made available. Unless otherwise indicated, no regulator or government authority has reviewed the information or the merits of the products and services referenced herein. Past performance is not a reliable indicator of future performance. Investments carry risks, including possible loss of principal.

Reference to a fund or security anywhere on this website is not a recommendation to buy, sell or hold that or any other security. The information is not a complete analysis of every material fact concerning any market, industry, or investment, nor is it intended to predict the performance of any investment or market.

All opinions and estimates included on this website constitute judgements of Thornburg as at the date of this website and are subject to change without notice.

All information and contents of this website are furnished "as is." Data has been obtained from sources considered reliable, but Thornburg makes no representation as to the completeness or accuracy of such information and has no obligation to provide updates or changes. Thornburg disclaims, to the fullest extent of the law, any implied or express warranty of any kind, including without limitation the implied warranties of merchantability, fitness for a particular purpose and non-infringement.

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Although Thornburg intends the information contained in this website to be accurate and reliable, errors sometimes occur. Thornburg does not warrant that the information to be free of errors, that the functions contained in the site will be uninterrupted, that defects will be corrected or that the site and servers are free from viruses or other harmful components. You agree that you are responsible for the means you use to access this website and understand that your hardware, software, the Internet, your Internet service provider, and other third parties involved in connecting you to our website may not perform as intended or desired. We also disclaim responsibility for damages third parties may cause to you through the use of this website, whether intentional or unintentional. For example, you understand that hackers could breach our security procedures, and that we will not be responsible for any related damages.

Thornburg Investment Management, Inc. is regulated by the U.S. Securities and Exchange under U.S. laws which may differ materially from laws in other jurisdictions.

Online Privacy and Cookie Policy

Please review our Online Privacy and Cookie Policy, which is hereby incorporated by reference as part of these terms and conditions.

Third Party Content

Certain website's content has been obtained from sources that Thornburg believes to be reliable as of the date presented but Thornburg cannot guarantee the accuracy, timeliness, completeness, or suitability for use of such content. The content does not take into account individual investor's circumstances, objectives or needs. The content is not intended as an offer or solicitation with respect to the purchase or sale of any security or other financial instrument or any investment management services, nor does it constitute investment advice and should not be used as the basis for any investment decision.

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No determination has been made regarding the suitability of any securities, financial instruments or strategies for any investor. The website's content is provided on the basis and subject to the explanations, caveats and warnings set out in this notice and elsewhere herein. The website's content does not purport to provide any legal, tax or accounting advice. Any discussion of risk management is intended to describe Thornburg's efforts to monitor and manage risk but does not imply low risk.

Limited License and Restrictions on Use

Except as otherwise stated in these terms of use or as expressly authorized by Thornburg in writing, you may not:

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Failure by Thornburg to enforce any provision(s) of these terms and conditions shall not be construed as a waiver of any provision or right. This website is controlled and operated by Thornburg from its offices in Santa Fe, New Mexico. The laws of the State of New Mexico govern these terms and conditions. If you take legal action relating to these terms and conditions, you agree to file such action only in state or federal court in New Mexico and you consent and submit to the personal jurisdiction of those courts for the purposes of litigating any such action.

Termination

You acknowledge and agree that Thornburg may restrict, suspend or terminate these terms and conditions or your access to, and use, of the all or any part this website, including any links to third-party sites, at any time, with or without cause, including but not limited to any breach of these terms and conditions, in Thornburg's absolute discretion and without prior notice or liability.

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800.847.0200

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Jan Blakeley Holman, CFP, CIMA, ChFC, CDFA, CFS, GFS

Director of Advisor Education

Jan Blakeley Holman is director of advisor education at Thornburg Investment Management. She is responsible for identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects. Jan has spent 44 years in the financial services industry. Over the course of her career, she’s served as a financial advisor, an advisor to financial advisors, and a financial services corporate executive.

Jan is a frequent presenter at broker/dealer and industry conferences where she discusses Women and Investing, Women in Transition, Longevity Planning, and Managing Legacy Wealth. She has also written numerous articles and contributed to several books on these and other financial-planning topics.

A strong believer in the importance of the financial advisor/investor relationship, throughout her career, Jan has demonstrated a passion for helping consumers understand the often off-putting language of financial services.

An avid skier, photographer, and novice silversmith, Jan’s career at Thornburg has enabled her to achieve her goal of living life “on purpose” by doing rewarding and meaningful work while enjoying the beautiful mountains of Santa Fe.

A mother of three and a grandmother of two, she lives with her two puppies: Dobby, a basset hound, and Tigger, a Great Dane.

Jan has a BA in political science from the University of Denver.

CRD Number: 840648

Insights

Car packed for a roadtrip, complete with luggage and the family dog
Retirement Planning

When Planning for Retirement, Choose Dividend-Paying Stocks

If you're wondering how to navigate volatile markets, here's a great idea!
Advising Clients

Cryptocurrency and More

These days you can’t watch TV or read a newspaper without seeing a story or advertisement about cryptocurrency. But is it the next great investment?
Advising Women

March is Women’s History Month. Let’s Celebrate You!

Women don’t get the credit they deserve – in more ways than one. Paula Nelson, The Joy of Money (1975)
Advising Clients

Inflation, Interest Rates, Corrections and Ukraine. Oh My!

As investors face multiple threats like inflation, increasing interest rates, volatile markets and the reality of the Ukrainian invasion, they are embarking on their own "hero's journey."
Man kayaking down waterfall, elevated view
Advising Clients

A Deep Dive into Social Security

Jan explains when the best time to claim social security benefits may be; why it makes sense to claim them as soon as possible; and the reasons people wait to collect.
Advising Clients

Social Security: To Claim or Not to Claim, That is the Question

We provide a few key considerations that should help you with the answer. Additionally, working with an Advisor can be beneficial for this critical question.
Build Your Business

The Magic of Calendar-Driven Goal Setting

It's the start of a new year and with that comes new goals. We've got tips on how to make them more likely to succeed this year.
Advising Clients

The Great Resignation Is Really About Values

This labor market unrest isn’t about bad employers. It’s about values. If you feel compelled to make a change, be sure your financial house is in order first.
Build Your Business

Building Brand Relevance: Team Rebranding Toolkit

In this webcast, Mike Fox, a long-time ad agency branding specialist, discusses how to build a brand reputation and brand visibility.
Build Your Business

Build Your Brand by Connecting with Prospects Digitally

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Build Your Business

Build Your Brand Through Prospect Segmentation

Mike Fox shares how to build your brand through segmentation of prospects.
Build Your Business

The Power of Educational Programs in Finance

Jan Blakeley Holman shares how to create supportive education programs for financial advisors.
Investment Tactics

The Fourth Law of Investing

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Investment Tactics

The Third Law of Investing

There is an inverse relationship between interest rates and bond prices.
Investment Tactics

The Second Law of Investing

Compounding can offer additional earnings on the reinvested earnings over time
A student looking through a large textbook
Investment Tactics

The First Law of Investing

There are only three ways to earn returns; interest, dividends, and capital appreciation.
Build Your Business

What’s Your Brand Story? Building Brand Relevance

A simple system for building your brand from Mike Fox, founder of the Mullingar Group.
Retirement Planning

Dow 30,000: Power to the People

The Dow Jones Industrial Average has waned as a benchmark, but for some, the DJIA is the market. Despite its fading utility, the history is fascinating.
Practice Management

How Valuable Are Personal Values – Part 1

Our values play a role in how we think about our money. Jan shares ideas about how to connect a client's values to investment strategies they should consider.
Practice Management

How Valuable are Personal Values – Part 2

Jan and Hollis talk about the results of their core values assessment. If you'd like to explore the assessment for yourself, or your clients, contact us to get your free guide.
Practice Management

The Keys to Successful Family Wealth Planning

Jan Blakeley Holman and Bob Huebscher from Advisor Perspectives discuss how advisors can play a pivotal role in family wealth planning.
Advising Clients

Advisors, Help Your Clients Who Feel Lost by Revisiting Their Values

If you have clients who are feeling lost given the current environment, completing a values exercise may help them sharpen their life vision.
Advising Women

Advice for Women When Faced With the Loss of a Job

Losing your job is scary, but women aged 50+ are significantly less likely to be rehired. We discuss what women can do to plan for these circumstances.
Practice Management

Don’t Sleep on Your Mattress Money – Put It to Work!

Keeping lots of cash at home is risky, but that doesn't stop people from often following this depression-era bad habit. Find out what you should be doing.
Retirement Planning

Three Steps to Building a Long-Term Portfolio

Life expectancy in the U.S. has grown from 47 years In 1900 to 78 in 2020. As people live longer, it's important to factor in longevity in constructing client portfolios.
Build Your Business

Dollar-Cost Averaging and Long-Term Investing

Jan Holman discusses dollar cost averaging and reminds investors to think for the long-term when approaching the market.
Build Your Business

Create Client Loyalty With a Repeatable Value-Proposition

The branding journey - help clients know how to talk about your practice, which can lead to recommendations or larger share of wallet.
Advising Clients

Difference and Similarities for LGBTQ and Personal Finance

June is LGBTQ pride month. We discuss what's changed for LGBTQ couples, income inequality, and any differences in the way LGBTQ people invest.
Advising Clients

Important Steps to Consider to Achieve Financial Security

Although everyone defines financial security differently, we discuss steps that many of us can take, and some that might require help from a financial advisor.
Legacy Wealth

#NowMe: Family Legacy Planning – Part 2

We discuss how advisors can help their clients overcome common roadblocks when speaking to their heirs, and why they need to leave a family legacy letter.
Legacy Wealth

#NowMe: Family Legacy Planning – Part 1

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Advising Clients

#NowMe: The Flight Instinct

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Advising Clients

#NowMe: Stabilizing Finances in an Unstable Time

All economic downturns are unique, and today's is no different. We discuss how investors should approach volatility.
Practice Management

#NowMe: Advising Women Over 50 Part II – A Key Demographic

In a continued discussion from episode one, we learn why women over 50 are an important demographic for financial advisors going forward.
Practice Management

Keeping Your Clients Invested through Behavioral Finance

Advisors, behavioral finance provides an easy framework to keep clients from making poor investment decisions.
Advising Women

#NowMe: Advising Women Over 50

Find out why demographic trends and shared personality characteristics make women over 50 the ideal clients for financial advisors.
Retirement Planning

Creating a Spending Policy is Critical for Retirement Success

A spending plan can help retirees balance the desire to maintain a consistent lifestyle with the need to preserve assets for a retirement that could last decades.
Income

Building a Cash Flow Reserve Ladder

Help retirees avoid selling their hard-earned retirement assets at the wrong time. A cash flow reserve ladder may provide the income they need.
Retirement Planning

Bear Market? Advisors, You’ve Got This

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Advising Women

#NowMe: Advising Women Over 50

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Practice Management

5 Ways to Build Your Business This Year

Better ways to connect with Millennials to boost your practice.
Practice Management

Give Your Clients the Gift That Keeps on Giving…for Generations

Clients are interested in passing on values to heirs but don’t know where to begin. This is a good time for advisors to become familiar with the “Ethical Will.”
Practice Management

The Problem with Investment Theories

Why most winners of the Nobel Prize in economics couldn't do an advisor's job.
Practice Management

Becoming an Expert Financial Advisor

Some believe experts are made, not born. If that's true, what does it take to become an expert in the field of financial advising?
Advising Clients

The Word “Recession” Doesn’t Have to Be Scary

Planning for these inevitable events is essential and can be less alarming with a little understanding and taking a few key steps ahead of time.
Advising Women

Surviving the Silver Split

Advisors who understand the unique challenges women face can help keep clients experiencing divorce on track for long term financial health.
Practice Management

Advising Clients During Life Transitions

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Advising Women

All the Single Ladies

Addressing the needs of the next generation of women investors.
Practice Management

Investment Risk: A Tale of Two Definitions

Financial advisors and their clients often speak different languages when it comes to defining risk.
Practice Management

An Advisor’s Value: Bridging the Behavior Gap

A growing body of research shows that financial advisors help investors make better decisions, which increases their investment returns.
Practice Management

The Downside of Being Overinformed

We're drowning in information. According to Scientific American, the amount of data we produce doubles each year.
Practice Management

The Head and the Heart: The Investment Connection

All decisions and relationships in life are more than an intellectual endeavor. Advising clients is no different and requires the right attitude.
Practice Management

Stock Market Dog Days

We're in the "Dog Days of Summer", an expression the Romans associated with the hottest summer days and the brightest and hottest star, Sirius.
Advising Women

Women, Transition, and Financial Advisors

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Advising Clients

Clients Often Need Help to Avoid the “Riches-to-Rags” Scenario

As an advisor, it's in everyone's best interest to help clients actively manage their legacy wealth.
Practice Management

Ethical Wills Help Clients Leave a Legacy Greater Than Money

Advisors can guide clients to start the tradition of an ethical will that will help future generations of their family know the values that guided their lives.
Advising Clients

Strategic Philanthropy Is Only One Part of Managing Legacy Wealth

A story of a high net worth family foundation, its journey from an organization that began with a traditional funding approach to one that embraced strategic philanthropy and the resulting rewards.
Build Your Business

Planning for Inadequate Social Security Benefits

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Practice Management

The Case for Real Teaming

In a contest for the best advisory practice structure, teaming would be the winner. More advisors are creating or joining advisory teams than ever before.
Practice Management

Reinventing Your Business

Anyone who has built a booming business will likely tell you that at some time or another, they had to reinvent that business.
Practice Management

Managing Legacy Wealth Is Good for Business and Clients

Advisors looking to build a sustainable business need to help their clients manage their legacy wealth. It's good for them and you.
Practice Management

Want to Improve Your Business Development Results as an Advisor?

If you want to improve your business results, don't forget to look at what's working for your peers. Learn more from the "Growing at Full Speed" report.
Investment Tactics

How to Overcome the “Money” Problem of Funding College

The education funding puzzle is both challenging and complex. Follow these four essential steps in order to overcome the issue of paying for college.
Investment Tactics

Dividend-Paying Stocks: The Investor’s Swiss Army Knife

You can add current income, capital appreciation and tax advantages to your portfolio with this one type of investment.
Advising Clients

When It Comes to Investment Advice, Humans Beat Computers

Robo-advisors offer some advantages, but the most comprehensive financial guidance still requires a human touch.
Advising Clients

Three Overlooked Rewards of Living Longer Lives

Managing your retirement income for decades can be daunting, but living to a ripe, old age can be well worth it for individuals, families and the economy.
mature female listening during presentation
Build Your Business

Retiring Retirement – Longevity Planning Outcomes

For the best longevity planning outcomes, assume a long life, broaden the discussion, and increase the number of chairs at the table.