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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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In this quarter’s Thrivent Market & Economic Update, our investment leaders discuss market and economic trends, including inflation, interest rates, tariffs and the potential safe haven municipal bonds can provide. Learn more: https://bit.ly/3GkXbYa

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In this quarter’s Thrivent Market & Economic Update, our investment leaders discuss market and economic trends, including inflation, interest rates, tariffs and the potential safe haven municipal bonds can provide. Learn more: https://bit.ly/3GkXbYa

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2nd Quarter 2025 Market Outlook: Uncertainty strikes back

Market volatility rose in Q1 2025 amid heightened uncertainty around trade policy, immigration, government layoffs, and shifting geopolitical dynamics. Thrivent remains focused on long-term fundamentals as we head into Q2.

Market volatility and uncertainty are expected to continue, raising the odds for a recession.

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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.

It can be difficult for markets to assess the impact of tariffs because they can be added or removed quickly, and there isn’t always insight into what’s coming...

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Is early retirement right for you?

Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️

For a growing number of Americans, the idea of working until their mid-60s or later and then kicking back in their remaining years simply isn’t appealing. They...

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Enjoy retirement income without the guesswork

You've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.

You’ve spent years building your retirement nest egg—now it’s time to make it work for you....

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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What a rock wall has to do with your financial plan, and why it’s probably a little different than you think… This weekend, I took my 5-year-old daughter and 3-year-old son climbing in a gym for the first time. It seemed overwhelming to them at first. Scary to even consider approaching that wall looming over their heads. So we eased into it. First we went to the bouldering walls, to see something a little less intimidating. It required less complexity, less setup, and less understanding of the technical aspects of climbing. I demonstrated how the holds worked, what it looks like to used your feet and hands together to safely navigate the wall, and even what to do in the event something did happen and you needed to land safely on the mat. Then I showed them how to get back up, get back on the wall, and keep moving forward. Eventually, we got our daughter to agree to a top rope climb. First, we set her up with the appropriate protections. I got her safely in the harness and tied her securely to the rope. Then, before she even touched a hold, I showed her how the harness and rope worked together to keep her safe. I lifted her off the ground by the rope so she could understand how it works BEFORE she needed it to work. Next we looked at the wall together and set a goal. For her first climb, it didn’t need to be the top, but I wanted it to be meaningful. So I asked her where she thought she could get on the wall. After she pointed out a hold, I told her that I know her capabilities, and I think she could actually go a little higher. So I pointed out the hold I wanted her to aim for, then told her when she got there, we can talk again and go even higher if she wants. She agreed to this goal, and set out to ascend the wall. Of course, I didn’t just sit back and watch her navigate the ascent on her own. I was there to help her find the next best hold, point out the optimal place to put her foot, coach her through technique, make sure she was using her legs and staying close to the wall, and sure enough, she reached the goal we set together. On the way down, she got scared. I knew she was safe on the rope, but again, I didn’t just sit back and let the protections we put in place do all the work. No, I went to her, held her up myself, reassured her that because of the protections we established, she was totally safe, and helped her stay calm as she came safely back to the ground. Together, we identified meaningful goals, created a plan, built in safeguards, and set it into motion. Together, we continued to assess the situation, adapted as necessary, and reached those goals, even when it seemed difficult. And when things felt overwhelming, we sat through that together, reviewed the plan, and were able to take a deep breath and push through because we had prepared for those moments. Let’s look at your plan together. Book a time below https://book.apps.thrivent.com/book-intro-appointment/david.grundy See thrivent.com/social for important disclosures.

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What a rock wall has to do with your financial plan, and why it’s probably a little different than you think… This weekend, I took my 5-year-old daughter and 3-year-old son climbing in a gym for the first time. It seemed overwhelming to them at first. Scary to even consider approaching that wall looming over their heads. So we eased into it. First we went to the bouldering walls, to see something a little less intimidating. It required less complexity, less setup, and less understanding of the technical aspects of climbing. I demonstrated how the holds worked, what it looks like to used your feet and hands together to safely navigate the wall, and even what to do in the event something did happen and you needed to land safely on the mat. Then I showed them how to get back up, get back on the wall, and keep moving forward. Eventually, we got our daughter to agree to a top rope climb. First, we set her up with the appropriate protections. I got her safely in the harness and tied her securely to the rope. Then, before she even touched a hold, I showed her how the harness and rope worked together to keep her safe. I lifted her off the ground by the rope so she could understand how it works BEFORE she needed it to work. Next we looked at the wall together and set a goal. For her first climb, it didn’t need to be the top, but I wanted it to be meaningful. So I asked her where she thought she could get on the wall. After she pointed out a hold, I told her that I know her capabilities, and I think she could actually go a little higher. So I pointed out the hold I wanted her to aim for, then told her when she got there, we can talk again and go even higher if she wants. She agreed to this goal, and set out to ascend the wall. Of course, I didn’t just sit back and watch her navigate the ascent on her own. I was there to help her find the next best hold, point out the optimal place to put her foot, coach her through technique, make sure she was using her legs and staying close to the wall, and sure enough, she reached the goal we set together. On the way down, she got scared. I knew she was safe on the rope, but again, I didn’t just sit back and let the protections we put in place do all the work. No, I went to her, held her up myself, reassured her that because of the protections we established, she was totally safe, and helped her stay calm as she came safely back to the ground. Together, we identified meaningful goals, created a plan, built in safeguards, and set it into motion. Together, we continued to assess the situation, adapted as necessary, and reached those goals, even when it seemed difficult. And when things felt overwhelming, we sat through that together, reviewed the plan, and were able to take a deep breath and push through because we had prepared for those moments. Let’s look at your plan together. Book a time below https://book.apps.thrivent.com/book-intro-appointment/david.grundy See thrivent.com/social for important disclosures.

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A guide to charitable giving strategies & their tax advantages

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Charitable giving is a personal choice you make throughout your lifetime. It feels good to be generous with the resources entrusted to your care. And making a...

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How to invest for retirement: Account types & strategic moves

Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax...

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As tax season approaches, here’s your reminder to get started ahead of time.​ Here are four reasons to file early:​ ✅ Faster tax refunds​ ✅ Extra time to make a payment if you owe​ ✅ Reduce risk of someone else pocketing your refund​ ✅ Avoid tax deadline stress or having to file an extension​ See thrivent.com/social for important disclosures.​

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As tax season approaches, here’s your reminder to get started ahead of time.​ Here are four reasons to file early:​ ✅ Faster tax refunds​ ✅ Extra time to make a payment if you owe​ ✅ Reduce risk of someone else pocketing your refund​ ✅ Avoid tax deadline stress or having to file an extension​ See thrivent.com/social for important disclosures.​

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Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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