Insights
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
Our Fall 2026 Newsletter is here! The quarterly newsletter is a little sneak peek into what's happening around the office here at Covenant Financial Group, along with some fun updates, upcoming events, news and recipes. Please enjoy! https://www.thrivent.com/library/covenant-financial-group-newsletter
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.Explore whether a DAF is right for you. ⬇️
Happy National Golf Lovers Day! Whether hosting an outing, sponsoring a hole, golfing with friends or playing in league, the Advisors here all enjoy the sport. "Success depends almost entirely on how effectively you learn to manage the game's two ultimate adversaries: the course and yourself." - Jack Nicklaus
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.This single premium fixed deferred annuity offers:• Dependable interest• Tax-deferred earnings• Protection from market riskContact us today if you want to discuss if this is right for you.For additional interest rates and other important information: https://bit.ly/4fFumVISee thrivent.com/social for important disclosures.
Please join us in wishing Brooke, Marketing Coordinator here at Covenant Financial Group, a very Happy Birthday today. We are so blessed to have Brooke as a part of our team. Happy Birthday, Brooke!
Join us for a Leaving a Thriving Legacy webinar on Wednesday, October 7th at 6pm CT. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at https://bit.ly/NPAOct7
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
Is a Solo 401(k) or SEP IRA the better fit for you as a business owner? It depends on your priorities: higher contribution limits and flexibility or simple administration and ease of use. Go deeper here: https://bit.ly/4gR8mrN
Please join us in wishing Joel, Advisor/Practice Developer here at Covenant Financial Group, a very Happy Birthday today. We are so blessed to have Joel leading our team. Happy Birthday, Joel!
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4fIaSQkSee thrivent.com/social for important disclosures.
Don't forget to swing by Viking Village Foods for the Great Steak Challenge today! Covenant Financial Group is a proud $500 Challenge sponsor this year. All cookout profits go to the Reedsburg Area Schools Activities Department.
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4fIaSQkSee thrivent.com/social for important disclosures.
Thank you to everyone who stopped by for our Open House this year. It was so wonderful to see so many familiar faces as well as some new ones. The weather was beautiful and the food was delicious.
Your business depends on the people who help it thrive every day. Key person life insurance can help protect your company from the financial impact of losing a critical team member. Discover how it can help safeguard your business and support continuity when it matters most: https://bit.ly/4eXRvkE
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️.This single premium fixed deferred annuity offers:• Dependable interest• Tax-deferred earnings• Protection from market riskContact us today if you want to discuss if this is right for you.For additional interest rates and other important information: https://bit.ly/4fFumVISee thrivent.com/social for important disclosures.
The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.It can also help you:• Align your assets with what matters most.• Set clearer expectations for loved ones.• Reduce uncertainty with intentional planning.Discover how to help secure your legacy for your loved ones ⬇️
Do you know the five phases of your retirement? There are many options if your goal is to grow, spend and give more of your wealth. Join us to learn more at our online workshop, the Five Phases of an IRA, Thursday, August 20 at 6:00 PM. Sign up today: https://bit.ly/iracovenantNo products will be sold. 27764-13M N1-24
August 2026 Market Update: Strong economy, higher yieldsThe market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️
Please join us in wishing David, Advisor here at Covenant Financial Group, a very Happy Birthday. David celebrated his birthday this past weekend. We are so blessed to have David as a part of our team. Happy Birthday, David!