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Insights

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

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Investing in volatile markets: Smart strategies for confident investing

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...

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MEET THE TEAM MONDAY! We’re back with another team spotlight so you can get to know more of the amazing people who keep our offices running! Next up is April Eller April has been with Atlas Financial Advisors for over a year and is part of our Story City office. She helps make sure everything runs smoothly by assisting with client services and getting appointments prepped and ready to go. If you see April around, be sure to say hi—we’re so grateful for all she does behind the scenes!

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MEET THE TEAM MONDAY! We’re back with another team spotlight so you can get to know more of the amazing people who keep our offices running! Next up is April Eller April has been with Atlas Financial Advisors for over a year and is part of our Story City office. She helps make sure everything runs smoothly by assisting with client services and getting appointments prepped and ready to go. If you see April around, be sure to say hi—we’re so grateful for all she does behind the scenes!

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Honor our past and investing in our future! Today we are grateful for the generations who have helped shape our country and the communities we're proud to call home. Happy 250th birthday!

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Honor our past and investing in our future! Today we are grateful for the generations who have helped shape our country and the communities we're proud to call home. Happy 250th birthday!

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Another year on the journey with us. Thank you for the difference you make every day.

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Another year on the journey with us. Thank you for the difference you make every day.

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Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX

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Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX

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MEET THE TEAM MONDAY! We’re back with another team spotlight so you can get to know the people who help keep everything running smoothly! Next up is Sheena Renaud Sheena has been part of our Iowa Falls office for almost a year and is the one who helps get you scheduled with Adam—and makes sure he’s all set and ready for your appointment. Be sure to say hi to Sheena when you see her or chat with her—we appreciate all she does behind the scenes to take great care of our clients!

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MEET THE TEAM MONDAY! We’re back with another team spotlight so you can get to know the people who help keep everything running smoothly! Next up is Sheena Renaud Sheena has been part of our Iowa Falls office for almost a year and is the one who helps get you scheduled with Adam—and makes sure he’s all set and ready for your appointment. Be sure to say hi to Sheena when you see her or chat with her—we appreciate all she does behind the scenes to take great care of our clients!

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Working tax efficiency into your financial strategy

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...

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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