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

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Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Dinner will be served! • Insights on recent market performance and volatility • Thrivent’s outlook for the coming months This session is hosted by the Legacy Capital Associates. When: Thursday, June 4th 2026 Where: The Villa (next to The Office) 10 Highland Pkway Toms River, NJ Reserve a seat for you and a guest today! RSVP to kimberly.brennan@thrivent.com or call 609-498-7637 Hope to see you there! NO PRODUCTS WILL BE SOLD.

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Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Dinner will be served! • Insights on recent market performance and volatility • Thrivent’s outlook for the coming months This session is hosted by the Legacy Capital Associates. When: Thursday, June 4th 2026 Where: The Villa (next to The Office) 10 Highland Pkway Toms River, NJ Reserve a seat for you and a guest today! RSVP to kimberly.brennan@thrivent.com or call 609-498-7637 Hope to see you there! NO PRODUCTS WILL BE SOLD.

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The Legacy Capital Associates Team is thrilled to share the Summer edition of our team newsletter. In this issue you will find information regarding Thrivent Charitable & Generosity program updates, team updates, and friendly reminders. As always, we are here to serve you and your family, please reach out to us if you need anything or have questions. https://www.thrivent.com/literature/legacycapitalassociatesnewsletter.pdf

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The Legacy Capital Associates Team is thrilled to share the Summer edition of our team newsletter. In this issue you will find information regarding Thrivent Charitable & Generosity program updates, team updates, and friendly reminders. As always, we are here to serve you and your family, please reach out to us if you need anything or have questions. https://www.thrivent.com/literature/legacycapitalassociatesnewsletter.pdf

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🎉⚾ Join Us for a Night of Baseball & Fireworks! ⚾🎉 We’re excited to invite you to a fun-filled evening with the Sussex Miners. 📅 Saturday, June 20th ⏰ 6:30 PM 📍 Sussex Miners Stadium – Suite 4 📌 2 Sussex Miners Way, Augusta, NJ 07822 Bring your friends and family and enjoy America’s favorite pastime with us. Food and drinks will be provided, and stay for a spectacular fireworks show to cap off the night! ✨ RSVP to: kimberly.brennan@thrivent.com Hurry—space is limited! No products will be sold.

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🎉⚾ Join Us for a Night of Baseball & Fireworks! ⚾🎉 We’re excited to invite you to a fun-filled evening with the Sussex Miners. 📅 Saturday, June 20th ⏰ 6:30 PM 📍 Sussex Miners Stadium – Suite 4 📌 2 Sussex Miners Way, Augusta, NJ 07822 Bring your friends and family and enjoy America’s favorite pastime with us. Food and drinks will be provided, and stay for a spectacular fireworks show to cap off the night! ✨ RSVP to: kimberly.brennan@thrivent.com Hurry—space is limited! No products will be sold.

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So far, 2026 has been full of uncertainty around oil and energy, inflation and AI. On April 14, Thrivent investment leaders gathered to unpack the headlines and talk about the potential impacts to consumers and markets. Hear their latest take on inflation, interest rates, tariffs, the energy sector and more: https://bit.ly/4sENZQK

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So far, 2026 has been full of uncertainty around oil and energy, inflation and AI. On April 14, Thrivent investment leaders gathered to unpack the headlines and talk about the potential impacts to consumers and markets. Hear their latest take on inflation, interest rates, tariffs, the energy sector and more: https://bit.ly/4sENZQK

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2nd Quarter 2026 Market Outlook: Caution is warranted, but stay the course

Market volatility may remain elevated—but long term discipline still matters. Thrivent's 2nd Quarter 2026 Market Outlook explores why staying invested, with a more defensive posture, can help investors navigate ongoing uncertainty. ⬇️

Maintain exposure to markets while incorporating defensive allocations to navigate continued volatility.

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Be sure to check out the events section on the Legacy Capital Associates website to see the exciting experiences Thrivent and our team have planned! We’ll be adding many more opportunities for you and your family to join us—especially throughout the summer—so stay tuned and follow along. https://connect.thrivent.com/legacy-capital-associates/events No products will be sold. See thrivent.com/social for additional disclosures.

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Be sure to check out the events section on the Legacy Capital Associates website to see the exciting experiences Thrivent and our team have planned! We’ll be adding many more opportunities for you and your family to join us—especially throughout the summer—so stay tuned and follow along. https://connect.thrivent.com/legacy-capital-associates/events No products will be sold. See thrivent.com/social for additional disclosures.

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2026 IRA contribution deadline: There's still time to maximize your savings

April 15 is coming up, but you still have time to take action. See all the details on 2025 IRA contributions. ⬇️

The calendar has officially flipped to 2026, but you can still contribute to an Individual Retirement Account (IRA) for the 2025 tax year.

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March 2026 Market Update: Wobbling stocks, stronger bonds

Markets shifted in February, and that matters for how portfolios are positioned today. Thrivent's March Market Update explains what drove stock volatility, why bonds strengthened, and how we’re thinking about risk and diversification moving forward.

Heightened geopolitical and market uncertainty in February pushed investors toward bonds and commodities.

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The Legacy Capital Associates team is dedicated to delivering a more personalized, relationship-driven approach to financial guidance. We take the time to understand what matters most to you, tailoring our approach around your unique goals, values, and life stage — because no two financial journeys are the same. 👉 Learn more about our approach by visiting our website: https://connect.thrivent.com/legacy-capital-associates/ See thrivent.com/social for important disclosures.

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The Legacy Capital Associates team is dedicated to delivering a more personalized, relationship-driven approach to financial guidance. We take the time to understand what matters most to you, tailoring our approach around your unique goals, values, and life stage — because no two financial journeys are the same. 👉 Learn more about our approach by visiting our website: https://connect.thrivent.com/legacy-capital-associates/ See thrivent.com/social for important disclosures.

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Make a difference with your money | Thrivent

Thrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.

Thrivent can help you plan your finances for the people, causes and communities you love.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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