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News and Insights

1st Quarter 2025 Market Review: From optimism to uncertainty

First quarter 2025 tested financial markets across the globe. Thrivent Asset Management breaks down the key volatility points in this first quarter market review.

Happy Tax Day! As a reminder, most individual taxpayers must file their 2024 federal income tax returns by April 15, 2025.

The best investment you can make, is an investment in yourself... The more you learn, the more you'll earn." #FinancialFriday

Charitable Contributions: Five Frequently Asked Questions

As the 2024 tax season draws to a close, the practice of thoughtful giving remains essential. Consider ways to reduce your 2025 tax bill, while contributing to the causes closest to your heart. Join Capitol Region Group in conversation, today. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. For additional disclosures, see Thrivent.com/social.

Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

Tax Tips for Last-Minute Filers

⏰ Reminder: File Your Income Taxes by April 15, 2025. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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.

Connect with a Financial Coach of our free Money Canvas®️ program to help see where your money is going, build better financial habits, and get the most out of your hard-earned money. Click the link below to learn more – and enroll in Thrivent’s three-session program today: https://bit.ly/3XCICVw. For disclosure information, see Thrivent.com/social.

Estate Planning 101: Wills, Trusts, Incapacity Planning and Beyond April 8, 2025, from 1:00 - 2:00 p.m. ET Register here: https://bit.ly/41BaY3K There's still space available to join our upcoming webinar. Register today! Preparing an estate plan can be a daunting task, particularly if you’re not familiar with the terminology or available options. Capitol Region Group is thrilled to introduce guest speaker, Allison Poirier, Partner from KKC Law, LLP, who will provide a high-level overview of key estate planning documents and how they function as part of your overall plan. She will also address common questions, such as: • How do I keep my assets out of probate? • How can I make sure my wishes are honored if I become incapacitated? Hosted by Capitol Region Group. No products will be sold. Allison Poirier, Partner at KKC Law, LLP is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Allison Poirier are her own and not necessarily those of Thrivent or its affiliates.

The Washington Update Tuesday, April 8 at 1:30 or 7:30 p.m. Register here https://bit.ly/The_Washington_Update How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1

2024 Thrivent Choice Dollars®️ Expiration Notice: Today, March 31, 2025 Direct Thrivent Choice Dollars Now! Influence how Thrivent distributes some of its charitable grant funding through Choice Dollars®️, by allocating funds to a charity or a cause of your choice. Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice." For disclosure information, see Thrivent.com/social.

March 29 is #MomPopBusinessOwnersDay! Celebrated this Saturday, we’re reminded of the importance of the family-owned businesses that make our communities diverse and vibrant. Join Capitol Region Group in keeping the heart of our community going – in support of local businesses. #ShopSmall

Five Key Retirement Challenges (and How to Face Them Head On)

Estate planning and legacy planning are critical tools to help create a secure future for you and your loved ones. Capitol Region Group is here to help to protect your assets, adapt to changing conditions, and leave a lasting legacy that reflects your values. With appropriate strategies, you can confidently navigate the challenges of retirement and beyond. For disclosure information, see Thrivent.com/social.

Empowering Widows: Five Goals for Financial Security in 2025

Moving forward financially on one's own requires patience and grace – and is best done by breaking larger financial actions into smaller steps. For disclosure information, see Thrivent.com/social.

While you can't predict life's outcomes, you can help prepare and protect your family. Register for our upcoming webinar to learn more about safeguarding your future and your loved ones. Estate Planning 101: Wills, Trusts, Incapacity Planning and Beyond April 8, 2025, from 1:00 - 2:00 p.m. ET Register today: https://bit.ly/41BaY3K Preparing an estate plan can be a daunting task, particularly if you’re not familiar with the terminology or available options. Capitol Region Group is thrilled to introduce guest speaker, Allison Poirier, Partner from KKC Law, LLP, who will provide a high-level overview of key estate planning documents and how they function as part of your overall plan. She will also address common questions, such as: • How do I keep my assets out of probate? • How can I make sure my wishes are honored if I become incapacitated? Hosted by Capitol Region Group. No products will be sold. Allison Poirier, Partner at KKC Law, LLP is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Allison Poirier are her own and not necessarily those of Thrivent or its affiliates.

❗ One week remaining: Designate 2024 Thrivent Choice Dollars®️ today! ❗ Eligible Thrivent members have until March 31, 2025, to allocate Thrivent Choice funds to a charity or a cause of your choice. Help the Thrivent office of Capitol Region Group ensure that no dollar goes undirected! March 24, 2025: $62,541 - Direct Now! Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice." For disclosure information, see Thrivent.com/social.

Stressed About Doing Your Taxes? Use These Easy Tips to Cope

Filing your taxes doesn’t have to be stressful or overwhelming. Knowing how to prepare, keeping track of important deadlines, and understanding your options for filing can help ease the stress. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. For additional disclosures, see Thrivent.com/social.

Capitol Region Group sends warm and cheerful wishes for a happy spring season!

Investing in volatile markets: Smart strategies for confident investing

Market volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.

Last chance to designate 2024 Thrivent Choice Dollars®️! Eligible Thrivent members have until March 31, 2025, to allocate Thrivent Choice funds to a favorite charity or cause. Help the Thrivent office of Capitol Region Group ensure that no dollar goes undirected! March 17, 2025: $64,122 - Direct Now! Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice." For disclosure information, see Thrivent.com/social.