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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Market & Economic Update watch party lunch │ Thursday, April 24, noon - 1 p.m. │ Ladd Library, 3750 Williams Blvd. SW, Cedar Rapids Wondering how your financial situation relates to what's happening on Wall Street? Learn Thrivent's perspective on the markets and economy. If you're curious about market fluctuations, interest rates, and economic uncertainty, this Economic Update event can help you invest with greater confidence. • How should I react to economic headlines? • How have fiscal measures changed in the past quarter? • How often should I review my investment strategy? Enjoy lunch provided by our Thrivent Community while we watch Thrivent's presentation together. Discussion will follow, along with an opportunity to ask questions. Please sign up in advance if possible so we can plan lunch, but you're welcome to walk in. To register, call our office at 319-366-2991 or email teresa.burkett@thrivent.com. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Market & Economic Update watch party lunch │ Thursday, April 24, noon - 1 p.m. │ Ladd Library, 3750 Williams Blvd. SW, Cedar Rapids Wondering how your financial situation relates to what's happening on Wall Street? Learn Thrivent's perspective on the markets and economy. If you're curious about market fluctuations, interest rates, and economic uncertainty, this Economic Update event can help you invest with greater confidence. • How should I react to economic headlines? • How have fiscal measures changed in the past quarter? • How often should I review my investment strategy? Enjoy lunch provided by our Thrivent Community while we watch Thrivent's presentation together. Discussion will follow, along with an opportunity to ask questions. Please sign up in advance if possible so we can plan lunch, but you're welcome to walk in. To register, call our office at 319-366-2991 or email teresa.burkett@thrivent.com. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

It can be difficult for markets to assess the impact of tariffs because they can be added or removed quickly, and there isn’t always insight into what’s coming...

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Is early retirement right for you?

Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️

For a growing number of Americans, the idea of working until their mid-60s or later and then kicking back in their remaining years simply isn’t appealing. They...

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Enjoy retirement income without the guesswork

You've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.

You’ve spent years building your retirement nest egg—now it’s time to make it work for you....

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Coming soon--a workshop with important information for small business owners and farmers. Small Business Solutions │ Wed., March 26, 8-9 a.m. │ DeWitt Community Library, 917 5th Ave. As an entrepreneur with the vision and determination behind your business, you know the importance of creating a plan based on your goals and objectives. Have you been thinking about the "what ifs" life may bring, how to recruit and keep the best team, and how to keep the family farm or business in the family? Attend this free workshop for small business owners to take the next step in protecting your business, your family, and your employees. Enjoy a delicious breakfast while learning about what is important to you. To register or if you have questions, call 563-659-2991 or email teresa.burkett@thrivent.com. Please sign up in advance if able, or you’re welcome to walk in. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Coming soon--a workshop with important information for small business owners and farmers. Small Business Solutions │ Wed., March 26, 8-9 a.m. │ DeWitt Community Library, 917 5th Ave. As an entrepreneur with the vision and determination behind your business, you know the importance of creating a plan based on your goals and objectives. Have you been thinking about the "what ifs" life may bring, how to recruit and keep the best team, and how to keep the family farm or business in the family? Attend this free workshop for small business owners to take the next step in protecting your business, your family, and your employees. Enjoy a delicious breakfast while learning about what is important to you. To register or if you have questions, call 563-659-2991 or email teresa.burkett@thrivent.com. Please sign up in advance if able, or you’re welcome to walk in. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Don't miss tonight's event! Prepare Wisely: Estate Strategy Essentials | Thursday, March 20, 7-8 PM | Groundswell Event Space, 201 3rd Ave. SW, Cedar Rapids Who needs an estate plan? You do. No matter your age, wealth, or status, you have an estate. And you can't take it with you when you die. During this free in-person workshop, explore estate strategies and tools you can use to make your final wishes clear. Your loved ones will be grateful. Consider inviting your adult children and beneficiaries to begin the conversation. Our Mississippi Valley Thrivent Community is pleased to provide a dessert buffet while you and your guests learn about topics important to you. Walk-in attendees are welcome. No products will be sold. For additional disclosures, see Thrivent.com/disclosures.

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Don't miss tonight's event! Prepare Wisely: Estate Strategy Essentials | Thursday, March 20, 7-8 PM | Groundswell Event Space, 201 3rd Ave. SW, Cedar Rapids Who needs an estate plan? You do. No matter your age, wealth, or status, you have an estate. And you can't take it with you when you die. During this free in-person workshop, explore estate strategies and tools you can use to make your final wishes clear. Your loved ones will be grateful. Consider inviting your adult children and beneficiaries to begin the conversation. Our Mississippi Valley Thrivent Community is pleased to provide a dessert buffet while you and your guests learn about topics important to you. Walk-in attendees are welcome. No products will be sold. For additional disclosures, see Thrivent.com/disclosures.

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March 2025 Market Update: Volatility returns

The early economic data for 2025 has shown volatility. Thrivent Asset Management discusses how this changes our outlook in the March Market Update.

Economic data released in early 2025 shows the economy is slowing at a greater-than-expected rate.

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Investing in volatile markets: Smart strategies for confident investing

Market volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.

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...

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Hot off the press! Check out the latest edition of our Mississippi Valley Associates Connections newsletter: http://www.thrivent.com/literature/mississippivalleyassociatesnewsletter.pdf. You can also find our newsletter on the homepage of my website: https://connect.thrivent.com/alex-carr. Be sure to report back if you write your memoir, try the yummy cookie recipe, know what kind of bird babies are pictured on the first page, or want to sign up for one of our workshops! No products will be sold. For additional disclosures, see Thrivent.com/social.

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Hot off the press! Check out the latest edition of our Mississippi Valley Associates Connections newsletter: http://www.thrivent.com/literature/mississippivalleyassociatesnewsletter.pdf. You can also find our newsletter on the homepage of my website: https://connect.thrivent.com/alex-carr. Be sure to report back if you write your memoir, try the yummy cookie recipe, know what kind of bird babies are pictured on the first page, or want to sign up for one of our workshops! No products will be sold. For additional disclosures, see Thrivent.com/social.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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