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Insights

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

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September 2024 Market Update: A soft landing returns

As expected, August’s market volatility was necessary to help achieve a soft landing. Read more in Thrivent’s September 2024 Market Update.

The U.S. economy is still on the path toward a soft landing, even in light of August’s volatility.

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June 2024 Market Update: April showers brought May flowers

Strong first quarter earnings helped boost the economy in May, but there is potential for additional market volatility. Learn more in Thrivent’s June 2024 Market Update.

Economic signals are more mixed, increasing the risk of a softer than expected growth in the economy.

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TCJA set to expire: Tax moves to consider if you're nearing or in retirement

With 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. 👇

As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing...

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Invest Smart: Stick to The Fundamentals Tired of the "meme" stock rollercoaster? Secure your financial future with fundamental investments. Key Benefits • Stability: Steady growth based on solid financials. • Wealth Building: Sustainable, long-term returns. • Lower Risk: Less volatility and market manipulation. • Informed Decisions: Based on thorough research and data. Invest with Confidence. Shift from hype-driven meme stocks to reliable fundamental investments. Build a stable, long-term portfolio and achieve financial independence. See thrivent.com/social for important information

Invest Smart: Stick to The Fundamentals Tired of the "meme" stock rollercoaster? Secure your financial future with fundamental investments. Key Benefits • Stability: Steady growth based on solid financials. • Wealth Building: Sustainable, long-term returns. • Lower Risk: Less volatility and market manipulation. • Informed Decisions: Based on thorough research and data. Invest with Confidence. Shift from hype-driven meme stocks to reliable fundamental investments. Build a stable, long-term portfolio and achieve financial independence. See thrivent.com/social for important information

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Working tax efficiency into your financial strategy

Understanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️ 1. Investment 2. Time 3. Income tax

Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and...

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💰 Maximize Your Tax Refund: Be Wise with Your Money! 💼 This tax season, with refunds averaging $3,011 according to the IRS, a roughly 5% increase from 2023, here's how to make the most of yours: 💼 Invest in Yourself: Consider contributing to an IRA or adding to your emergency savings. 🏠 Home Improvements: Tackle home projects now!! 💳 Debt Reduction: Prioritize paying off high-interest debt. Make your refund work for you! #TaxRefund #FinancialPlanning 🚀 See thrivent.com/social for important information

💰 Maximize Your Tax Refund: Be Wise with Your Money! 💼 This tax season, with refunds averaging $3,011 according to the IRS, a roughly 5% increase from 2023, here's how to make the most of yours: 💼 Invest in Yourself: Consider contributing to an IRA or adding to your emergency savings. 🏠 Home Improvements: Tackle home projects now!! 💳 Debt Reduction: Prioritize paying off high-interest debt. Make your refund work for you! #TaxRefund #FinancialPlanning 🚀 See thrivent.com/social for important information

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Dive into Investment Strategies: 💼💰 In today's investing landscape, a solid strategy is crucial for financial success. Consider these proven strategies: Diversification is Key: Spread your investments across various asset classes to minimize risk and maximize long-term returns. Time in the Market, Not Timing the Market: Focus on staying invested for the long term rather than trying to predict short-term market movements. Consistency Pays Off: Regular, disciplined investing can help smooth out market volatility and build wealth over time. Remember, tailor your strategy to your goals, risk tolerance, and time horizon. Need personalized advice? Let's chat! #InvestmentStrategies #FinancialPlanning Disclosures: thrivent.com/social While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.

Dive into Investment Strategies: 💼💰 In today's investing landscape, a solid strategy is crucial for financial success. Consider these proven strategies: Diversification is Key: Spread your investments across various asset classes to minimize risk and maximize long-term returns. Time in the Market, Not Timing the Market: Focus on staying invested for the long term rather than trying to predict short-term market movements. Consistency Pays Off: Regular, disciplined investing can help smooth out market volatility and build wealth over time. Remember, tailor your strategy to your goals, risk tolerance, and time horizon. Need personalized advice? Let's chat! #InvestmentStrategies #FinancialPlanning Disclosures: thrivent.com/social While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.

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Let's optimize your taxes together! As your financial advisor, here are four steps we can take: 1. **Estimate Taxes in Retirement** 2. **Prepare for Changing Tax Brackets** 3. **Calculate Tax Impacts for IRA Beneficiaries** 4. **Make Tax-Smart Moves** Let's tailor these steps to your situation. Reach out to discuss! #FinancialPlanning #TaxEfficiency #Retirement See thrtivent.com/social for important information

Let's optimize your taxes together! As your financial advisor, here are four steps we can take: 1. **Estimate Taxes in Retirement** 2. **Prepare for Changing Tax Brackets** 3. **Calculate Tax Impacts for IRA Beneficiaries** 4. **Make Tax-Smart Moves** Let's tailor these steps to your situation. Reach out to discuss! #FinancialPlanning #TaxEfficiency #Retirement See thrtivent.com/social for important information

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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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4th Quarter 2023 Market Outlook: Entering the turn

The stress of higher interest rates is beginning to take its toll on the economy. Under these conditions, bonds have become increasingly attractive. Read Thrivent's 4th Quarter 2023 Outlook for more.

The Fed intends to keep interest rates higher for longer, and that stress of higher interest rates is beginning to take its toll on the economy.

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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

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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