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News and Insights

Happy Good Friday! May the blessings of this Holy day fill your heart with gratitude, your soul with peace, and your life with love.

1st Quarter 2025 Market Review: From optimism to uncertainty

First quarter 2025 tested financial markets across the globe. Thrivent Asset Management breaks down the key volatility points in this first quarter market review.

Please note that our office will be closed in observance of Good Friday on Friday, April 18. Regular business hours will resume on Monday, April 21. Wishing you a peaceful holiday weekend from Legacy Consultants of Thrivent.

Happy Tax Day! As a reminder, most individual taxpayers must file their 2024 federal income tax returns by April 15, 2025.

Register today for a livestream this Tuesday, April 15 at 12:30 p.m. ET. Hear from Thrivent’s investment leaders as they share insights on the health of today’s economy. Reserve your seat today 👉 https://bit.ly/448xjbQ No products will be sold. See thrivent.com/social for important disclosures.

Tax Tips for Last-Minute Filers

⏰ Reminder: File Your Income Taxes by April 15, 2025. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Easter symbolizes a time of hope and renewal. Use this season as a way to leave a positive impact on the lives of others by leading a #ThriventActionTeam. Find inspiration for your next project on the Thrivent Action Teams Hub: https://bit.ly/42ms9o4.

Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

Thrivent ranked among Barron’s Best Fund Families

Thrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2024. Learn more about this ranking. 👇

Register today for a livestream of Thrivent’s Market & Economic Update on Tuesday, Apr. 15 at 12:30 p.m. ET. Thrivent investment leaders will share their perspectives on the health of today’s economy, market implications of current global geopolitical events, inflation and interest rates, and how your investments may be affected by market fluctuations. Reserve your seat today 👉 https://bit.ly/4jaOuh9 No products will be sold. See thrivent.com/social for important disclosures.

We hope to see you today from 11:30 a.m. to 6:00 p.m. for Legacy Consultants In-Gathering Celebration! Location: Legacy Consultants, 19045 Farmington Rd., Livonia, MI 48152 In preparation Easter, Legacy Consultants is supporting several organizations and kindly asks for your help! • Gifts for All God’s Children Easter Needs: https://bit.ly/3XyALID • The Luke Clinic: https://a.co/bYjHfgW, https://bit.ly/3DiCBXm Lunch and refreshments will be available all day. No products will be sold. For disclosure information, see Thrivent.com/social.

2024 Thrivent Choice Dollars®️ Expiration Notice: Today, March 31, 2025 Direct Thrivent Choice Dollars Now! Influence how Thrivent distributes some of its charitable grant funding through Choice Dollars®️, by allocating funds to a charity or a cause of your choice. Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice." For disclosure information, see Thrivent.com/social.

March 29 is #MomPopBusinessOwnersDay! Celebrated this Saturday, we’re reminded of the importance of the family-owned businesses that make our communities diverse and vibrant. Join Legacy Consultants in keeping the heart of our community going – in support of local businesses. #ShopSmall

Five Key Retirement Challenges (and How to Face Them Head On)

Estate planning and legacy planning are critical tools to help create a secure future for you and your loved ones. Legacy Consultants is here to help to protect your assets, adapt to changing conditions, and leave a lasting legacy that reflects your values. With appropriate strategies, you can confidently navigate the challenges of retirement and beyond. For disclosure information, see Thrivent.com/social.

Investing in volatile markets: Smart strategies for confident investing

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.

We hope you’ll join us for Legacy Consultants In-Gathering Celebration next Monday, March 31, with an open house from 11:30 a.m. to 6:00 p.m. . Location: Legacy Consultants, 19045 Farmington Rd., Livonia, MI 48152 In preparation Easter, Legacy Consultants is supporting several organizations and kindly asks for your help! • Gifts for All God’s Children Easter Needs: https://bit.ly/3XyALID • The Luke Clinic: https://a.co/bYjHfgW, https://bit.ly/3DiCBXm Lunch and refreshments will be available all day. No products will be sold. For disclosure information, see Thrivent.com/social.

❗ One week remaining: Designate 2024 Thrivent Choice Dollars®️ today! ❗ Eligible Thrivent members have until March 31, 2025, to allocate Thrivent Choice funds to a charity or a cause of your choice. Help the Thrivent office of Legacy Consultants ensure that no dollar goes undirected! March 24, 2025: $64,033 - Direct Now! Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice." For disclosure information, see Thrivent.com/social.

Legacy Consultants of Thrivent sends warm and cheerful wishes for a happy spring season!

Connect with a Financial Coach of our free Money Canvas®️ program to help see where your money is going, build better financial habits, and get the most out of your hard-earned money. Click the link below to learn more – and enroll in Thrivent’s three-session program today: https://bit.ly/3XCICVw. For disclosure information, see Thrivent.com/social.

You're invited! Legacy Consultants In-Gathering Celebration Monday, March 31, 2025, 11:30 a.m. to 6:00 p.m. Legacy Consultants, 19045 Farmington Rd., Livonia, MI 48152 On behalf of Legacy Consultants, it is a pleasure to serve you on your financial journey, and we truly value your loyalty. That’s why we hope you’ll join us for Legacy Consultants In-Gathering Celebration. In preparation Easter, Legacy Consultants is supporting several organizations and kindly asks for your help! • Gifts for All God’s Children Easter Needs: https://bit.ly/3XyALID • The Luke Clinic: https://a.co/bYjHfgW, https://bit.ly/3DiCBXm Lunch and refreshments will be available all day. No products will be sold. For disclosure information, see Thrivent.com/social.