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Insights

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

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I love getting to support my wife, Meryn, as she and her mom run a dance studio for kids here in Columbus. Through dance, children get to explore their gifts, build a positive self-image, and freely express themselves. As a parent, you are probably looking to help your kids through the same type of growth. 1) Are you setting an example in how you spend your time and financial resources? 2) Is your income protected for their sake in the event the unexpected happens? 3) Are you saving to help get them started on the right foot, if that’s a goal you have? I would love to have a conversation with you to hear about your story and the dreams you have for yourself as well as your kids. If I can be a resource, shoot me a message or give me a call!

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I love getting to support my wife, Meryn, as she and her mom run a dance studio for kids here in Columbus. Through dance, children get to explore their gifts, build a positive self-image, and freely express themselves. As a parent, you are probably looking to help your kids through the same type of growth. 1) Are you setting an example in how you spend your time and financial resources? 2) Is your income protected for their sake in the event the unexpected happens? 3) Are you saving to help get them started on the right foot, if that’s a goal you have? I would love to have a conversation with you to hear about your story and the dreams you have for yourself as well as your kids. If I can be a resource, shoot me a message or give me a call!

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Join us for an “Estate Preservation for the Next Generation” webinar on Tuesday, September 16th. Dinner at 6:00 pm & presentation at 6:30 pm. Hillview Country Club: 1800 E King St, Franklin, IN 46131 Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP to Madelyn at 317-215-2297 or madelyn.andrews@thrivent.com by August 27th.

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Join us for an “Estate Preservation for the Next Generation” webinar on Tuesday, September 16th. Dinner at 6:00 pm & presentation at 6:30 pm. Hillview Country Club: 1800 E King St, Franklin, IN 46131 Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP to Madelyn at 317-215-2297 or madelyn.andrews@thrivent.com by August 27th.

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Be ready to retire with confidence! Take a quick break from the workday for a free lunch & learn opportunity in Columbus: Learn about the implications of having too much in your pre-tax 401k as well as a few other keys to retirement readiness. Thursday, Aug 28th from noon – 1:00pm at 2420 7th St. Let me know you plan to join at jon.rathert@thrivent.com or (812) 605-5550 See thrivent.com/social for important information. No products will be sold.

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Be ready to retire with confidence! Take a quick break from the workday for a free lunch & learn opportunity in Columbus: Learn about the implications of having too much in your pre-tax 401k as well as a few other keys to retirement readiness. Thursday, Aug 28th from noon – 1:00pm at 2420 7th St. Let me know you plan to join at jon.rathert@thrivent.com or (812) 605-5550 See thrivent.com/social for important information. No products will be sold.

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Thrivent Market & Economic update

Thrivent’s investment leaders agree—the first half of 2025 was a little like a rollercoaster. Hear their thoughts for how shifting tariffs, policies and geopolitics may influence future volatility, inflation, interest rates and more.

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

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When we die, our possessions will stay behind. Join us on Tuesday, June 24th for a free Prepare Wisely: Estate Strategy Essentials workshop to learn how to make your wishes known. June 24th at 12:00 p.m. Noon or 6:00 p.m. We hope you will join us for a complimentary lunch or dinner workshop session. During this event, Financial Advisor Kathy Crager, one of our specialized legacy planning experts, will share valuable insights to help you preserve and protect what matters most. Seating is limited. Register today. Contact me at (812) 605-5550 or jon.rathert@thrivent.com to RSVP. No products will be sold. 27878-11M R9-20

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When we die, our possessions will stay behind. Join us on Tuesday, June 24th for a free Prepare Wisely: Estate Strategy Essentials workshop to learn how to make your wishes known. June 24th at 12:00 p.m. Noon or 6:00 p.m. We hope you will join us for a complimentary lunch or dinner workshop session. During this event, Financial Advisor Kathy Crager, one of our specialized legacy planning experts, will share valuable insights to help you preserve and protect what matters most. Seating is limited. Register today. Contact me at (812) 605-5550 or jon.rathert@thrivent.com to RSVP. No products will be sold. 27878-11M R9-20

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Take a quick break from the workday for a free lunch & learn opportunity in Columbus: Learn how your Cummins retirement accounts will be taxed over time and about strategies to reduce your lifetime tax bill so you can be ready to retire faster. Tuesday, Jun 3rd from 12:15 – 12:45 at 2420 7th St. Let me know you plan to join at jon.rathert@thrivent.com or (812) 605-5550 See thrivent.com/social for important information. No products will be sold.

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Take a quick break from the workday for a free lunch & learn opportunity in Columbus: Learn how your Cummins retirement accounts will be taxed over time and about strategies to reduce your lifetime tax bill so you can be ready to retire faster. Tuesday, Jun 3rd from 12:15 – 12:45 at 2420 7th St. Let me know you plan to join at jon.rathert@thrivent.com or (812) 605-5550 See thrivent.com/social for important information. No products will be sold.

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How to handle market volatility

Whatever happens with the market, there are steps you can take that may help to mitigate the effects of volatility.

Plan for how you will handle market volatility with your investments.

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Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?

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Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?

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November 2024 Market Update: Stocks and bonds take a breath

Learn why we think the economy is still slowing but see signs of growth stabilizing in the markets in Thrivent's November Market Update.

The economy and consumer remain resilient.

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Welcome! You are invited to join a webinar: The Washington Update Live with Jeff Bush . After registering, you will receive a confirmation email about joining the webinar.

How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This is a free event open to the public. Please invite a friend who could benefit from this information! Hosted by the Thrivent Member Network. RSVP today: https://bit.ly/jeffbushvirtual No products will be sold at this event. For additional disclosures, see thrivent.com/social

How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights...

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