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Insights

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

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June 2025 Market Update: Confidence rebounds

The mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.

Markets showed signs of optimism in May following pauses in planned tariffs.

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🔎I recently began working with a business owner in his 60s who absolutely loves what he does. He isn’t looking to retire tomorrow — but he wants to retire well, both personally and in how he passes the business on. Through planning, we’ve helped him: 🔹 Increase 401(k) savings through the business — catching up on retirement goals and saving over $8,000/year in taxes 🔹 Reallocate his current investment portfolio to better align with his timeline and goals 🔹 Review and begin planning for extended care — the biggest potential risk to his financial future - while accomplishing additional tax savings 🔹 Start the business valuation process to lay the groundwork for a thoughtful and strategic transition ➡️ Retirement isn’t a finish line — it’s a transition that deserves clarity, care, and a plan. #financialplanning #financialadvice #retirement See thrivent.com/social for important disclosures.

🔎I recently began working with a business owner in his 60s who absolutely loves what he does. He isn’t looking to retire tomorrow — but he wants to retire well, both personally and in how he passes the business on. Through planning, we’ve helped him: 🔹 Increase 401(k) savings through the business — catching up on retirement goals and saving over $8,000/year in taxes 🔹 Reallocate his current investment portfolio to better align with his timeline and goals 🔹 Review and begin planning for extended care — the biggest potential risk to his financial future - while accomplishing additional tax savings 🔹 Start the business valuation process to lay the groundwork for a thoughtful and strategic transition ➡️ Retirement isn’t a finish line — it’s a transition that deserves clarity, care, and a plan. #financialplanning #financialadvice #retirement See thrivent.com/social for important disclosures.

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May 2025 Market Update: Volatility goes up and down

Mixed economic data in April presents a lot of uncertainty in the economic markets. Read Thrivent Asset Management's analysis on what this means for investors in the May Market Update.

Economic data from April showed the economy slowing and raising the odds for a recession.

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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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2024 IRA contribution deadline: There's still time to maximize your savings

It may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.

The calendar has officially flipped to 2025, but you can still contribute to an Individual Retirement Account (IRA) for the 2024 tax year.

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Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.

Are you eligible for Social Security Fairness Act Benefits? Find out how the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) repeal...

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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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5 simple retirement planning questions to ask yourself

Living your best life post-retirement requires planning. Are you on track? Check-in with yourself using these questions. ⬇️

Your retirement years can be some of the best of your life, but reaching your financial and lifestyle goals requires planning. Here are five questions to help...

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Thrivent Market & Economic update

Get Thrivent’s take on the post-election market, the future of artificial intelligence, inflation, employment and more during this quarter’s Market & Economic Update.

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

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November 2024 Market Update: Stocks and bonds take a breath

Learn why we think the economy is still slowing but see signs of growth stabilizing in the markets in Thrivent's November Market Update.

The economy and consumer remain resilient.

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.

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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.

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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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