Financial News and Articles with Jerry Haerle in Waukesha WI

Insights

How to save more money in 2025: Tips, goals & accounts you can useMake a plan to thrive in 2025 👏

"Have I not commanded you? Be strong and courageous. Do not be afraid; do not be discouraged, for the Lord your God will be with you wherever you go." - Joshua 1:9

Read post

No one knows for sure what the market will look like at year end, but Thrivent’s Chief Financial & Investment Officer is sharing his best guess. Learn more: http://bit.ly/493xIwI

Read post

No one knows for sure what the market will look like at year end, but Thrivent’s Chief Financial & Investment Officer is sharing his best guess. Learn more: http://bit.ly/493xIwI

Read post

Have you considered incorporating long-term care into your overall retirement plan? There may be additional health care costs you’ll want to account for, in addition to your future everyday living expenses. Learn more about this option that can help you prepare for unexpected costs ➡️ https://bit.ly/40mk8lP

Read post

3rd Quarter 2024 Market Review: Monetary policy turnsRead Thrivent's quarterly market review, covering third quarter's rocky start with rising volatility, and July’s employment data that shocked markets, casting doubt on a soft landing.

4th Quarter 2024 Market Outlook: Coming out of the turnLearn why Thrivent Asset Management leadership considers the risk of a recession unlikely in the 4th Quarter Market Outlook.

"The Lord is my strength and my defense; he has become my salvation." - Psalm 118:14

Read post

Big news! AM Best has reaffirmed Thrivent's A++ (Superior) rating for 2024! 🌟 This demonstrates our continued strength and stability and commitment to serve our clients for generations to come. Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.

Read post

August 2024 Market Update: Volatility surgesLearn why Thrivent Asset Management expects market volatility will continue through the remainder of the year in the August 2024 Market Update.

Scams in the spotlightWith financial scams on the rise, it’s crucial to understand what they look like and how to safeguard your assets. Learn more about the different scams you should keep an eye out for and how to protect yourself from falling victim. ⬇️

3rd Quarter 2024 Market Outlook: Waiting for the FedSecond quarter economic results were mixed. What does that mean for investors looking ahead to third quarter? Take a look at Thrivent’s 3rd Quarter Market Outlook to learn more.

"Rejoice in the Lord always. I will say it again: Rejoice!" - Philippians 4:4

Read post

Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.

Read post

Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.

Read post

2nd Quarter 2024 Market Outlook: Staying the courseHear more from Thrivent Asset Management on rate cuts, inflation and what to do with stocks and bonds in the second quarter.

Thrivent Market & Economic updateAs we move into 2024. Inflation is slowing yet prices remain high. Rate cuts are anticipated, but when? Investing opportunities exist, but where? Check out Thrivent’s March Market & Economic Update to hear our investment leaders’ perspectives. Watch the full recording or just the highlights. 👇

Thrivent wins LSEG Lipper Fund Awards United States 2024Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2024 winner for a second year.

March 2024 Market Update: AI points stocks to new highsTake a look at Thrivent’s March 2024 Market Update to learn why we think February’s economic data supports a soft landing in the markets and an eventual easing of monetary policy.

TCJA set to expire: Tax moves to consider if you're nearing or in retirementWith tax brackets changing at the end of 2025, now is a good time to tune-up your retirement strategy. Consider these tax moves to get started. 👇