February 2026 Market Update: Stocks rose and broadenedInternational equities outperformed U.S. markets, the dollar weakened, and key economic indicators held firm. Catch all the insights in this month’s market update. ⬇️
It can be hard to picture needing extended care—especially when you’re in good health. But the reality is that 56% of adults age 65+ will require it at some point, and the costs can be significant.
Having an extended care strategy can help provide an added layer of protection. It not only helps cover expenses—it also gives you more options for where and how you receive care.
Let’s schedule time to discuss.
See thrivent.com/social for important disclosures.
Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture.
The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0
If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
When you’re juggling big priorities—saving for a home, paying down debt or supporting a growing family—investing is easy to push to the bottom of the list.
But here’s why it deserves your attention. 👇
Even small, steady contributions can grow meaningfully over time thanks to compound growth. The earlier you begin and the more consistent you are, the greater your long-term potential.
Learn more: https://bit.ly/4aS7iRG
Feeling overextended? If you’re part of the sandwich generation, you may feel like you’re being pulled in multiple directions at once.
Relieve the pressure with a financial plan that helps you:
✅ Prioritize what matters most
✅ Ease the stress of competing demands
✅ Not lose track of your goals
Let’s connect to create a financial plan that supports you—and those who depend on you.
See thrivent.com/social for important disclosures.
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.
Make a difference with your money | ThriventThrivent'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.
Building an investment portfolio for the first time? Before jumping in, take time to nail down your goals, your timeline and how comfortable you are with risk.
👉 Getting clarity on these basics helps you make more intentional choices—and can lead to stronger long-term outcomes.
If you’d like help understanding your risk tolerance or building a strategy around it, let’s discuss.
See thrivent.com/social for important disclosures.
Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value.
Learn more about this recognition here: https://bit.ly/466lt23
Thrivent’s Head of Equity Investments, Jim Tinucci, shares what he’s watching most closely as we head into 2026, given market volatility and mixed economic signals: https://bit.ly/3LM213M
No financial plan is truly complete without an extended care strategy—and here’s why.
Medicare and Medicaid offer only limited long-term care coverage, often leaving significant gaps. Out-of-pocket costs can quickly erode your savings and place added stress on you and your loved ones. That’s why extended care planning typically combines several sources, such as:
✅ Insurance
✅ Government programs
✅ Self-funding
The earlier you plan, the more flexibility and options you’ll have. Let’s connect to create a strategy that fits seamlessly into your overall financial plan.
See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
Saving for retirement? Here’s something to consider: different accounts come with different tax implications.
By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI).
Get in touch to discuss the right approach for your unique situation.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
🏡 Your financial house should be built to last—and you can make it stronger with the right help.
Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you:
✅ Prepare for the unexpected
✅ Save and invest for major milestones
✅ Adapt as your goals evolve
Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more.
See thrivent.com/social for important disclosures.
When you’re raising a young family, it can feel like you’re constantly juggling competing priorities: housing costs, daycare, groceries and everything in between. And all too often, future goals get put on the back burner.
🎯 Here’s a helpful tip: A few simple, tax-friendly moves can help your money stretch a little further today and make a meaningful difference tomorrow.
Get in touch if you’d like to talk through how to incorporate these into your overall financial plan.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you.
Learn more here: https://bit.ly/45coYDA
If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2025! 🌟 This demonstrates our continued financial strength and stability and commitment to serving our clients for generations to come.
Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.
December 2025 Market Update: Stock volatility returnsFrom slowing manufacturing to resilient corporate earnings, December brings mixed signals for the economy. Explore what these trends mean for your portfolio and the year ahead in Thrivent's December Market Update.
When was the last time you updated your estate plan?
Even if your circumstances haven’t changed, it’s a good idea to review your plan every 3–5 years. But certain life events call for more immediate updates.
If it’s been a while—or you’ve experienced a major change—get in touch so we can talk through your options.
See thrivent.com/social for important disclosures.
If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust.
Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion.
Learn more about your options: https://bit.ly/3VZ6FNl
