News and Insights
Mark and Shawna recently had an incredible experience traveling through Israel! It was powerful to see places they had read about in the Bible come to life and to walk through so many meaningful, historic sites. The trip offered a deeper connection to their faith, along with the opportunity to meet people from all walks of life, experience diverse cultures, and enjoy incredible local cuisine. One especially meaningful moment was Shawna’s baptism in the Jordan River—an unforgettable highlight of an already life-changing journey!
We’re excited to welcome Adielle to the Atlas Wealth Advisors team! 🎉 She’s joining us with great enthusiasm and a desire to learn more about the finance industry, and we can’t wait to see her grow and thrive. We’re grateful to have her as part of our team and look forward to all the great things ahead—welcome, Adielle!
Sara was honored to be part of a team led by Thrivent colleagues Karen and Jason Moehring building a house in Guatemala last week. This amazing group (including her son and cousin) completed the whole house from dirt to finish in just three days for a precious family with two young children!
Atlas Wealth is also looking forward to hosting disaster relief projects in Asheville and Maui later this year!
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Huge thanks to Misty, her group of amazing friends, and Thrivent Financial Action Team for bringing so much energy and support to a local school's math department! It’s inspiring to see everyone come together with smiles, resources, and teamwork to help students shine. We’re grateful for making math fun and empowering our future problem-solvers!
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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.
If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start.
📌 For more, check out this guide: https://bit.ly/4p4h9Hn
Another record-breaking year of generosity and impact for Thrivent Charitable! Together, $111,488,439 in grants were distributed to the community this year—touching lives with compassion, care, and hope for 30 years and counting. Looking ahead to another rewarding year of transforming communities, driving positive change, and creating meaningful impact!
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Happy Birthday, Mark! 🎉 Your positivity, humor, and dedication to our clients make a big impact every day. Wishing you a year packed with great memories, good times, and moments worth celebrating!!
Happy Birthday to Nicole! We’re so grateful for her dedication, expertise, and the positive impact she brings to our clients and team each day. Her energy and positivity shine through in everything she does. Wishing you a wonderful year ahead! 🎉
As the year comes to a close, we’re wishing everyone a Merry Christmas and a Happy New Year! 🎄
May this season bring warmth, gratitude, time with loved ones, and moments of rest and celebration. Here’s to new beginnings and continued growth in the year ahead!
Thankful for a great evening at Thrivent’s Christmas dinner 🎄 Reconnecting with colleagues and celebrating the holiday season made it extra special! Excited for 2026 and everything it brings. Happy Holidays!
We’re honored to share that Mark has been awarded Positive City Influencer by Paul Benjamin, recognizing the incredible work being done to uplift and impact our community! This award reflects his commitment to creating positive change, building meaningful connections, and showing up where it matters most. Congratulation Mark!
Our team had an inspiring time at the Power of Women event here in Asheville last Friday! Mark, Sara, and Nicole loved meeting so many wonderful women—hearing your stories, learning about your passions, and discovering the incredible work you’re doing in our community.
We’re grateful for the connections made and the opportunity to support and empower women as they shape the future of Asheville!
No products were sold. See thrivent.com/disclosures
Please join us in wishing Bella a Happy Birthday!! Her dedication, value, and positive energy make her an invaluable part of our team. We hope your special day is filled with happiness, laughter, and wonderful memories!
This October, Mark and Sara had the incredible opportunity to work with Habitat for Humanity in Brazil. The team included top Thrivent advisors and corporate representatives. They partnered with local professionals to build a total of eight water cisterns for eight families and their communities.
We will also be hosting teams of Thrivent members in Asheville and Maui to support Thrivent Builds disaster relief in 2026.
A huge thank you to everyone who joined us for our first Community Impact Mastermind last month! Throughout the event, we witnessed both the challenges our community faces and the incredible resources, compassion, and innovation already making a difference.
It’s this powerful combination that fuels our commitment to moving forward and creating lasting change — together. Here’s to building a stronger, more connected future.
The journey is just beginning… stay tuned!
No products were sold. See thrivent.com/disclosures for more detail.
The holiday season is a time to reflect, give back and support the causes that matter most to you. It’s an opportune moment to create a thoughtful giving plan that’s aligned with your values, goals and financial strategy.
Let’s connect to explore ways to maximize your year-end giving and make every gift count—today and for years to come.
See thrivent.com/social for important disclosures.
Hurricane Melissa has made landfall in Western Jamaica, becoming the most powerful hurricane to strike the Atlantic since the historic Labor Day Hurricane of 1935. Thousands are now facing unimaginable hardship, with entire communities left homeless and cut off from basic necessities like food, water, and communication.
In response to this urgent crisis, our team is partnering with Hope Worldwide to provide financial support to Jamaican leaders and local teams. These funds will directly empower those on the ground to deliver immediate aid to the most vulnerable populations.
We are committed to helping meet both the short-term needs of affected communities and the long-term rebuilding efforts that will be necessary in the months and years ahead.
Join us in making a meaningful difference by contributing to the cause today.
https://thrivent.cotribute.co/events/1235120/detail
The cost of cash: Where to invest when interest rates drop
Whether you’re saving for something big, hoping to generate a steady income or seeking flexible access to your cash, there are smart ways to keep your money productive and aligned with your needs—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track in a changing interest rate environment.
While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.
Consider these charitable giving strategies: https://bit.ly/3IZ1x9f