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News and Insights

Grief changes everything, and the to-do list doesn’t stop. Empathy, a Thrivent member benefit, pairs you with a dedicated Care Manager to help navigate the practical and emotional realities of loss: ✅ Funeral planning ✅ Estate & account support ✅ Grief resources Members can also share this support with loved ones, extending care when it matters most. You don’t have to carry this alone. 💛 Learn more: thrivent.com/empathy

To infinity…and beyond! You’re invited to a special private screening of Toy Story 5! Bring the whole family for an afternoon filled with laughs, popcorn, soda, and movie magic. As part of the event, we’ll be collecting new, unwrapped toys for Toys for Tots to help support children in our community this upcoming holiday season. RSVP at https://bit.ly/covenanttoystory by June 21st. Complimentary ticket, popcorn & soda included for each guest. No products will be sold. Toys for Tots is not affiliated with or endorsed by Thrivent. See thrivent.com/social for important disclosures.

Please join us in celebrating Lauren, Client Service Administrator here at Covenant Financial Group, who is celebrating her 2-year work Anniversary today. We are so thankful for her dedication and service. Congrats, Lauren!

Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan: 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️

6 common investing mistakes & how to avoid them

What are common mistakes people make when investing? 1️⃣ Lacking diversification 2️⃣ Trying to time the market 3️⃣ Investing with your emotions 4️⃣ Ignoring fees and taxes For more mistakes to watch out for and smart strategies to consider. 👇

May is Brain Tumor Awareness Month, and today we wore gray for the last Wednesday of the month in support of Nathan, Betty and all our friends, neighbors and loved ones that are battling brain cancer. If you are wearing gray today, please feel free to post your photo below! Thank you to all who brought in their loose change for the change jar that supported the Make A "Change" Fundraiser.

You’ve got a friend in us! Join us for a PRIVATE screening of Toy Story 5! Enjoy an afternoon of fun with complimentary movie tickets, popcorn, and soda for every guest. We’re also partnering with Toys for Tots for a toy drive to help brighten the holiday season for local children. Please consider bringing a new, unwrapped toy to donate. RSVP at https://bit.ly/covenanttoystory by June 21st. Registration required — seats are limited! Please reserve tickets for every guest attending, including children, so we can ensure seating for all. No products will be sold. Toys for Tots is not affiliated with or endorsed by Thrivent. See thrivent.com/social for important disclosures.

One of our favorite parts of this business is to see the impact we make together. Our 2025 impact numbers show the difference we make when we live generously. And it’s all thanks to you, our clients and friends. Amazing!!!

May is Brain Tumor Awareness Month, and we are wearing gray on Wednesdays in support of Nathan and all our friends, neighbors and loved ones that are battling brain cancer. If you are wearing gray today, please feel free to post your photo below!

Why disability insurance matters & who should get it

Wondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️

In recognition of May being Brain Tumor Awareness Month, we would like to remind everyone that we have bracelets and t-shirts available at the office that directly support Nathan Braun. All the proceeds from this fundraiser go to him and his family. In September of 2024, Nathan was diagnosed with a brain tumor. He has gone through surgery and treatments. Some of our favorite days at the office are when Nathan stops by to say "hello"! T-shirt sizes are very limited, but we have plenty of bracelets. Stop by to show your support. Sizes Available: Adult XL -$15 Adult 2XL -$15 Bracelets- $3 Our team at Covenant Financial Group is going to be wearing gray on Wednesdays in May in support of Nathan and our other friends that are battling brain cancer, and we hope you will, too. Please share your pictures with us!

Portfolio diversification: Importance, benefits & how to start

Is your portfolio diversified? Having a mix of investments can help you manage risk, reduce volatility and build a reliable foundation for your long-term financial goals. Here are 4 primary components to help you diversify. ⬇️

What is portfolio rebalancing? Tips to maintain your target investment mix

Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇

So far, 2026 has been full of uncertainty around oil and energy, inflation and AI. On April 14, Thrivent investment leaders gathered to unpack the headlines and talk about the potential impacts to consumers and markets. Hear their latest take on inflation, interest rates, tariffs, the energy sector and more: https://bit.ly/4sENZQK

How to start investing with little money

You don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️

Taking Social Security early? Reasons to consider (with pros & cons)

Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration. Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.

The differences between real estate, stocks, bonds & mutual funds

Wondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.

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

DON'T MISS OUT! REGISTER TODAY! Big Money Lessons for Little Savers! Kids are never too young to start learning smart money habits. At our Little Savers Event, children will explore saving, goal setting, and thoughtful spending through a fun and interactive experience. Plus… we’re adding a little extra fun! Pizza, arcade time, and family-friendly learning. Come enjoy an afternoon of fun while helping your kids build financial confidence for the future. Spots are limited, please call 608-768-8825 to RSVP. No products will be sold. See thrivent.com/social for important disclosures.