Insights

Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️

Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.

Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.

Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you. ⬇️
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.

A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4qauUq7
See thrivent.com/social for important disclosures.

September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️

Your hospitality skills can take you beyond hospitality. 👀
Your people skills, relationship building and service mindset can translate to a career as a Thrivent financial advisor.
Discover more: thriventcareers.com/45YmZmH
#CareerChange #FinancialServices #FinancialAdvisor

Join me for a Free Educational Event...
Tuesday, August 4th, 2026 at 5:30 pm
400 McCanna Parkway (Library 2nd floor)
Burlington, WI
Register online:
bit.ly/CEDOnlineRegistration
Or call: 262-806-4728
No products will be sold. Visit thrivent.com/social

Join me for a Free Educational Event...
Tuesday, August 4th, 2026 at 5:30 pm
400 McCanna Parkway (Library 2nd floor)
Burlington, WI
Register online:
bit.ly/CEDOnlineRegistration
Or call: 262-806-4728
No products will be sold. Visit thrivent.com/social

Join me for a Free Educational Event...
Tuesday, August 4th, 2026 at 5:30 pm
400 McCanna Parkway (Library 2nd floor)
Burlington, WI
Register online:
bit.ly/CEDOnlineRegistration
Or call: 262-806-4728
No products will be sold. Visit thrivent.com/social

Join me for a Free Educational Event...
Tuesday, August 4th, 2026 at 5:30 pm
400 McCanna Parkway (Library 2nd floor)
Burlington, WI
Register online:
bit.ly/CEDOnlineRegistration
Or call: 262-806-4728
No products will be sold. Visit thrivent.com/social

Steady growth, stubborn inflation: Q3 2026 market outlookEconomic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️

Ready to level up your investing knowledge? Start with these 3 articles:
1) How inflation impacts investments: https://bit.ly/4e0pR7i
2) Investing in volatile markets: https://bit.ly/4efTwZ0
3) Strategic asset allocation: https://bit.ly/4e4Wcdh

Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals.
See thrivent.com/social for important disclosures.

June 2026 Market Update: Stocks and inflation keep risingMarkets up. Risks remain. See what’s driving Thrivent's outlook. ⬇️

Join me for a Free Educational workshop.
Social Security: Timing is Everything!
Tuesday, June 9th @ 5:30 pm
Burlington High School
400 McCanna Parkway, Burlington, WI
Library (2nd Floor)
As you approach retirement, thinking about Social Security
can be confusing. Making the most of your benefits has a lot
to do with when you apply. Attend Social Security: Timing Is
Everything to get answers to your questions and start making
a plan for what Social Security can mean for you.
• When should I apply for Social Security?
• How can I maximize my benefits?
• How will this affect my spouse?
This session is hosted by Financial Advisor, Kristen LaFranzo,
CFPr, BFAe.
Reserve a seat for you and a guest: email jen.grimme@thrivent.com or call 262-806-4728
No products will be sold. Visit thrivent.com/social

Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇
Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.
This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt
Let’s review your strategy together and make sure your investments support your next chapter.
