News and Insights
Please join us in wishing Lauren, Client Service Administrator here at Covenant Financial Group, a very Happy Birthday today. We are so blessed to have Lauren as a part of our team. Happy Birthday, Lauren!
One of the biggest barriers to feeling confident about your investments can be not knowing some of the terms involved. This article helps break down investing basics—from stocks and bonds, to diversification and risk tolerance—in an easy-to-understand way: https://bit.ly/4vNRzdE
Covenant Financial Group is a proud sponsor of Reedsburg Little League. Last night, our Advisors, Joel, Dave and Mike got to go watch the team play. What a fun night it was being able to chat with the team, coaches and parents. Thanks for a great night out at the ballpark Covenant Financial Group team and congrats on a great season of baseball!
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Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities:
👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster.
👉 It could supplement other sources of guaranteed income, like Social Security or a pension
👉 It could provide a stable and predictable income source to cover your essential expenses in retirement.
To learn more about fixed annuities: https://bit.ly/4kBW6tN
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. ⬇️
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!
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!
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!
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