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News and Insights

Join us in congratulating Pam on being recognized among the 100 Women Advisors to Watch! -1,000 Advisors to Watch was created to recognize excellence in all types of practices and advisors. They received nominations from 1,984 firms and advisors. Nominees were required to have a minimum of seven years’ experience, at least $150m in AUM, 2 years at current firm and in good stranding, and clean regulatory record (2 or fewer complaints and no significant judgements). Advisors are ranked on a 100-pt scale in three categories. SCALE: Relative size of assets, production and quality of service; GROWTH: Relative year-over-year change in assets, clients and production; PROFESSIONALISM: Regulatory record, community involvement, mentorship and team makeup. Data collected is from 12/31/2023 to 12/31/2024. Award is valid from June 2025- 2026. Participation in the ranking is open to any firm or advisor and there are no fees for participation. See thrivent.com/social for important disclosures

Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older. See thrivent.com/social for important disclosures.

As a Virtual Advisor at Thrivent, you’ll enjoy hybrid flexibility, full benefits, competitive compensation with performance bonuses, plus ongoing coaching to help you grow. You’ll use your skills to guide existing clients through financial decisions with empathy and structure—no cold calls, no chasing leads. Learn more here: thriventcareers.com/4lexCa8

genesis-team-brochure

We are excited to introduce our new look and team! Exciting times are ahead for Genesis Financial Group: We are fortunate to have a team dedicated to helping and caring for our client on their financial and personal journeys. Please join us in welcoming them! https://www.thrivent.com/literature/genesis-team-brochure

Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56

Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

5 financial risks (and how to adapt your financial plan)

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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.

National Volunteer Week is coming up April 20-26 and Thrivent is celebrating inspiring individuals! From now through April 26, you can nominate anyone—a friend, neighbor, colleague or fellow volunteer—to be a Generosity Hero. In fact, you can nominate them all! Both you and your nominee will be entered into a drawing. Winners will have the opportunity to select a Thrivent Choice®️ participating organization to receive a donation (up to $5,000) from Thrivent! To learn more or submit nominations: https://bit.ly/4jzZuF7

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 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.

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. ⬇️

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.

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.

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.