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Insights

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

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Redtail Financial Group’s Big Back to School Blessing is ON! Teachers give everything, so help us give back. It’s no secret: teachers show up, stay late, and often spend their own money to make the school year work. Now it’s our turn to show up for them. From now through August 10, Redtail Financial Group, powered by Thrivent Action Teams, is blessing a few incredible local educators with surprise classroom supply deliveries to help them start the year strong. Here’s how to help: 1. Like this post 2. Comment with the teacher’s name + where they teach 3. Share why they deserve a little extra love this back-to-school season 4. Share this post to spread the word! Who can be blessed? Your child’s teacher, a friend who teaches, a colleague, or an educator who once made a difference in your life. Anyone who could use help with back to school supplies for their classroom. We’ll be selecting a few of these amazing stories by August 15, and supplies will be delivered before the school year begins. Have questions? Want to launch your own Thrivent Action Team project to support your community? Email us at RedtailFinancialGroup@thrivent.com Fine print: This is not a contest or sweepstakes. Blessings will be made at random by Redtail Financial Group in alignment with our mission to serve and support the community. No purchase or entry is required. See thrivent.com/social for important disclosures.

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Redtail Financial Group’s Big Back to School Blessing is ON! Teachers give everything, so help us give back. It’s no secret: teachers show up, stay late, and often spend their own money to make the school year work. Now it’s our turn to show up for them. From now through August 10, Redtail Financial Group, powered by Thrivent Action Teams, is blessing a few incredible local educators with surprise classroom supply deliveries to help them start the year strong. Here’s how to help: 1. Like this post 2. Comment with the teacher’s name + where they teach 3. Share why they deserve a little extra love this back-to-school season 4. Share this post to spread the word! Who can be blessed? Your child’s teacher, a friend who teaches, a colleague, or an educator who once made a difference in your life. Anyone who could use help with back to school supplies for their classroom. We’ll be selecting a few of these amazing stories by August 15, and supplies will be delivered before the school year begins. Have questions? Want to launch your own Thrivent Action Team project to support your community? Email us at RedtailFinancialGroup@thrivent.com Fine print: This is not a contest or sweepstakes. Blessings will be made at random by Redtail Financial Group in alignment with our mission to serve and support the community. No purchase or entry is required. See thrivent.com/social for important disclosures.

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They’re calling it a big, beautiful overhaul of the tax code. We’re calling it a good reason to check in on your financial plan. Changes include increases to the standard deduction and child tax credit, new deductions for tips, overtime, and auto loan interest, and expanded opportunities for education savings. Curious how this could affect your savings strategy? Let’s talk it through, give us a call to schedule your review (267) 347-3477 See thrivent.com/social for important disclosures.

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They’re calling it a big, beautiful overhaul of the tax code. We’re calling it a good reason to check in on your financial plan. Changes include increases to the standard deduction and child tax credit, new deductions for tips, overtime, and auto loan interest, and expanded opportunities for education savings. Curious how this could affect your savings strategy? Let’s talk it through, give us a call to schedule your review (267) 347-3477 See thrivent.com/social for important disclosures.

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2025 Midyear Market Outlook

Will market volatility continue into the second half of 2025? Thrivent leaders share thoughts on what may happen in the Midyear Market Outlook.

We don’t anticipate the market roller coaster will get less bumpy in the second half of 2025.

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Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56

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Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56

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Thinking about a beach house for the summer? Yeah, us too. Owning one might be more realistic than you think. It’s not instant or easy, and no, we can’t magically adjust the market. But we can help you run the numbers and see if it’s something that could actually work for you with your budget, and your goals. Give us a call, or visit us online today: Phone: (267) 347-3477 Website: connect.thrivent.com/redtail-financial-group See thrivent.com/social for important disclosures

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Thinking about a beach house for the summer? Yeah, us too. Owning one might be more realistic than you think. It’s not instant or easy, and no, we can’t magically adjust the market. But we can help you run the numbers and see if it’s something that could actually work for you with your budget, and your goals. Give us a call, or visit us online today: Phone: (267) 347-3477 Website: connect.thrivent.com/redtail-financial-group See thrivent.com/social for important disclosures

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This 4th of July we hope your grill stays lit, your beer stays cold, your fingers stay attached, and most importantly, your sparklers stay outside. Fireworks are fun…until someone ends up with a hospital bill bigger than their celebration budget. We can’t treat burns, but we can help you plan for unexpected expenses. So, if this holiday sparks some ‘what if’ thoughts, give us a call Monday. We’ve got you. Phone: (267) 347-3477 Website: connect.thrivent.com/redtail-financial-group See thrivent.com/social for important disclosures.

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This 4th of July we hope your grill stays lit, your beer stays cold, your fingers stay attached, and most importantly, your sparklers stay outside. Fireworks are fun…until someone ends up with a hospital bill bigger than their celebration budget. We can’t treat burns, but we can help you plan for unexpected expenses. So, if this holiday sparks some ‘what if’ thoughts, give us a call Monday. We’ve got you. Phone: (267) 347-3477 Website: connect.thrivent.com/redtail-financial-group See thrivent.com/social for important disclosures.

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When Norma learned about Knitted Knockers, handmade breast prosthetics for women who’ve undergone mastectomies, she didn’t just pick up her crochet hook, she got creative with her funding too. Through a Thrivent Action Team, Norma received seed money to buy yarn and got to work. Over six months (and many TV nights later), she shipped nearly 10 pounds of knockers (125 handmade pieces of comfort and care) to women in need. The best part is you can do this too. Thrivent Action Teams provide up to $250 in resources for members to lead a service project that matters to them. Whether it’s blankets for Project Linus, blessing bags for your community, or your own creative idea, we’d love to help you make it happen. Reach out to find out more. Phone: (267) 347-3477 Website: connect.thrivent.com/redtail-financial-group See thrivent.com/social for important disclosures.

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When Norma learned about Knitted Knockers, handmade breast prosthetics for women who’ve undergone mastectomies, she didn’t just pick up her crochet hook, she got creative with her funding too. Through a Thrivent Action Team, Norma received seed money to buy yarn and got to work. Over six months (and many TV nights later), she shipped nearly 10 pounds of knockers (125 handmade pieces of comfort and care) to women in need. The best part is you can do this too. Thrivent Action Teams provide up to $250 in resources for members to lead a service project that matters to them. Whether it’s blankets for Project Linus, blessing bags for your community, or your own creative idea, we’d love to help you make it happen. Reach out to find out more. Phone: (267) 347-3477 Website: connect.thrivent.com/redtail-financial-group See thrivent.com/social for important disclosures.

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Remember those New Year’s goals you made back when you were motivated, well rested, and still going to the gym? Yeah, same. If any of those goals included getting your finances in order, now’s a great time for a mid year check in. Let’s see what’s working, what’s not, and how to get you on track to finish strong. Whether you’re saving, investing, or just trying to cut the extras (why are we paying for 8 streaming services?), a small shift now can make the rest of the year easier. You’ve still got six months. Let’s make them count. Schedule your quick check in today- 267-347-3477 See thrivent.com/social for important disclosures.

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Remember those New Year’s goals you made back when you were motivated, well rested, and still going to the gym? Yeah, same. If any of those goals included getting your finances in order, now’s a great time for a mid year check in. Let’s see what’s working, what’s not, and how to get you on track to finish strong. Whether you’re saving, investing, or just trying to cut the extras (why are we paying for 8 streaming services?), a small shift now can make the rest of the year easier. You’ve still got six months. Let’s make them count. Schedule your quick check in today- 267-347-3477 See thrivent.com/social for important disclosures.

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June 2025 Market Update: Confidence rebounds

The mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.

Markets showed signs of optimism in May following pauses in planned tariffs.

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To the ones who carried us…sometimes literally, in all the ways that mattered, Happy Father’s Day. Today we celebrate the dads, stepdads, granddads, moms that pull double duty, dog dads, cat dads, and father figures who held us close when we needed comfort, who made us laugh when we felt like crying, and who always end up carrying all the beach bags. From pregnancy bellies to baby snuggles, these are our favorite dad moments. Got a great dad story? Share it in the comments! We’d love to celebrate them with you.

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To the ones who carried us…sometimes literally, in all the ways that mattered, Happy Father’s Day. Today we celebrate the dads, stepdads, granddads, moms that pull double duty, dog dads, cat dads, and father figures who held us close when we needed comfort, who made us laugh when we felt like crying, and who always end up carrying all the beach bags. From pregnancy bellies to baby snuggles, these are our favorite dad moments. Got a great dad story? Share it in the comments! We’d love to celebrate them with you.

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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