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Insights

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

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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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How to plan for taxes in retirement

How tax-efficient is your retirement saving? Consider these strategies to boost your retirement readiness. 👇

Tax-efficient...

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Thank you to everyone who stopped by the booth at today's Senior Expo! Let's talk about how I can be a resource for you wherever you are in your financial journey!

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Thank you to everyone who stopped by the booth at today's Senior Expo! Let's talk about how I can be a resource for you wherever you are in your financial journey!

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Market volatility & your investments: What you need to know

Market volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.

Market volatility is a natural part of investing, which means that risk and reward go hand in hand as markets rise and fall. With many dramatic fluctuations in...

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3rd Quarter 2024 Market Outlook: Waiting for the Fed

Second 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.

With static interest rates and mixed economic data, we favor stocks over bonds, growth over value and domestic over international.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

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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