Thrivent investment leaders gathered on Jan. 13 to discuss their perspectives on the health of the markets and economy. Their conversation included a number of insights to help you navigate the shifting environment. Hear them review inflation, the labor market, AI and more: https://bit.ly/4sIMLFz
Finances + Generosity | ThriventEven though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?
Want to know which two key economic indicators Thrivent’s Chief Financial & Investment Officer, David Royal, will be watching in 2026? Hear his thoughts: https://bit.ly/4qryL1x
As tax season ramps up, we want to make sure you get the most accurate, timely support.
Our home office specialists are ready to assist with all tax related questions — simply visit our website or call Thrivent Client Services support line.
We’re here to make this season easier for you.
Thrivent Client Services: 800-847-4836
Thrivent Online Tax Resources: https://www.thrivent.com/tax-resource-center
Please visit thrivent.com/social for all disclosures.
Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.
Thrivent’s Head of Equity Investments, Jim Tinucci, shares what he’s watching most closely as we head into 2026, given market volatility and mixed economic signals: https://bit.ly/3LM213M
Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2
As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇
Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.
This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt
Let’s review your strategy together and make sure your investments support your next chapter.
🏡 Your financial house should be built to last—and you can make it stronger with the right help.
Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you:
✅ Prepare for the unexpected
✅ Save and invest for major milestones
✅ Adapt as your goals evolve
Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more.
See thrivent.com/social for important disclosures.
Saving for retirement? Here’s something to consider: different accounts come with different tax implications.
By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI).
Get in touch to discuss the right approach for your unique situation.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start.
📌 For more, check out this guide: https://bit.ly/4p4h9Hn
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
The NYSE welcomes Thrivent Asset Management (NYSE Arca: TSME, TUSB, TCPB, TSCV, TMVE)On Monday, January 5, 2026, Thrivent Asset Management rang the New York Stock Exchange (NYSE) Closing Bell—a first for our organization and a moment to celebrate!
This milestone advances Thrivent’s industry reputation and credibility as a diversified financial services organization.
It reflects our financial strength, competitive product offerings and how we deliver value.
Who took the NYSE stage? President & CEO Terry Rasmussen and Chief Financial & Investment Officer David Royal represented Thrivent at the NYSE bell ringing alongside others from Asset Management leadership and the ETF team.
https://vimeo.com/1151612898?fl=pl&fe=cm
Please visit: thrivent.com/social for disclosures.
🎄 Holiday Office Closure Notice 🎄
Thrivent – Nazareth will be closed for the holidays starting Wednesday, December 24, 2025, and will reopen on Monday, January 5, 2026.
As the year comes to a close, don’t forget to take care of your year-end financial needs—such as RMDs and other planning items.
Please contact the Thrivent Home Office for any assistance you may need in our absence.
Wishing you a joyful holiday season and a prosperous New Year!
Visit thrivent.com/social for more disclosures.
Investing in volatile markets: Smart strategies for confident investingMarket volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.
Life insurance | ThriventWho do you want to provide for today and tomorrow? Having the right amount of coverage and type of life insurance for your situation can make all the difference, when the unexpected happens.
Learn more about Thrivent’s insurance solutions. ⬇️
Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money.
🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.
December 2025 Market Update: Stock volatility returnsFrom slowing manufacturing to resilient corporate earnings, December brings mixed signals for the economy. Explore what these trends mean for your portfolio and the year ahead in Thrivent's December Market Update.
Inaugural Office Christmas Party 🎄✨
Our tiny team had a big year—and we can’t wait to learn, grow, and hit new goals in 2026. 💛
Huge thanks to the staff at Surv in Easton for making our first team Christmas celebration so special—everything from the food to the drinks was absolutely delicious. We’re grateful for the care and hospitality!
We accomplished so much together this year. We learned a ton, supported one another, and served our community.
Here’s to gratitude, teamwork, and the year ahead!
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#NazarethPA #LehighValley #Thrivent #DanaVlasicsThrivent #Community
#SmallTeamBigImpact #Gratitude #Teamwork #Surv
#HolidaySeason #ChristmasParty #CheersTo2026
