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

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KPIs! We all have them, and they are measurements of success! For those unaware of the acronym, KPI, stands for Key Performance Indicator. Which means, if you focus on just a few numbers the impact driven on the bottom line can be profound! I too believe this and one of the best ways to measure success for me and my team personally is how much our clients are giving back annually to their local communities with their time, talent and treasures! Here is how we measured as a team specifically and how much as a region we did to impact the area in 2024! I am humbled and truly blessed that our clients gave back nearly $600k last year which contributed to the overall amount of $4.6 million dollars given by clients here in 2024! That is astounding and yet, I truly believe in the coming years we will see these number exponentially grow! With faith at the forefront of who we are, what we do and how we express ourselves, there is no doubt that we can amplify these numbers to have greater impact here for the people and organizations who need it the most. I often say and believe, I am blessed to be a blessing! These numbers show how much our clients use their own dollars, but Thrivent's additionally to impact others and be a blessing! To whom much is given, much is expected. God expects a lot from us, as he has given us so much. I cannot think of a better week to share these numbers as we reflect on the sacrifice given by Jesus for us, during Holy Week. May God continue to bless you, may you feel free to be a blessing to others and may God use us to impact the world and the world around us! Have a great Easter!

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KPIs! We all have them, and they are measurements of success! For those unaware of the acronym, KPI, stands for Key Performance Indicator. Which means, if you focus on just a few numbers the impact driven on the bottom line can be profound! I too believe this and one of the best ways to measure success for me and my team personally is how much our clients are giving back annually to their local communities with their time, talent and treasures! Here is how we measured as a team specifically and how much as a region we did to impact the area in 2024! I am humbled and truly blessed that our clients gave back nearly $600k last year which contributed to the overall amount of $4.6 million dollars given by clients here in 2024! That is astounding and yet, I truly believe in the coming years we will see these number exponentially grow! With faith at the forefront of who we are, what we do and how we express ourselves, there is no doubt that we can amplify these numbers to have greater impact here for the people and organizations who need it the most. I often say and believe, I am blessed to be a blessing! These numbers show how much our clients use their own dollars, but Thrivent's additionally to impact others and be a blessing! To whom much is given, much is expected. God expects a lot from us, as he has given us so much. I cannot think of a better week to share these numbers as we reflect on the sacrifice given by Jesus for us, during Holy Week. May God continue to bless you, may you feel free to be a blessing to others and may God use us to impact the world and the world around us! Have a great Easter!

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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. 👇

Thrivent Mutual Funds has been ranked among Barron’s Best Fund Families of 2024, ending 12/31/2024 with a ranking of ninth out of 48 fund families based on one-

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It's almost here!! The best week of the year! The Masters! Hello friends, welcome to my post about a game that is both frustrating and rewarding at the same time but isn't that true of most things in life?! To be clear, I have never been invited to the Masters as a guest nor participant (I am not that good of a golfer, fyi), but have enjoyed other Major Golf tournaments that have been played in Wisconsin over the years. These shots are from the most recent US Open at a course in Wisconsin called Erin Hills in 2017. Golf to me is so emblematic of life, it appears so simple, yet so many outside factors can derail the best plan of attack. Couple that with how much of golf is not physical as much as mental and how the mental aspect plays into our physical ability or inability! Golf courses are some of the best scenes of nature anywhere I have seen. I enjoyed being able to watch the pros along with walking the grounds and seeing God's splendor unfold in front of me! Who are you rooting for in this years Masters? Do you have a favorite memory involving golf? Want to get out and get a round or two in this summer, hit me up! But most of all, I hope everyone enjoys the Masters and signaling of another golf season, spring and time to be outdoors enjoying creation!

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It's almost here!! The best week of the year! The Masters! Hello friends, welcome to my post about a game that is both frustrating and rewarding at the same time but isn't that true of most things in life?! To be clear, I have never been invited to the Masters as a guest nor participant (I am not that good of a golfer, fyi), but have enjoyed other Major Golf tournaments that have been played in Wisconsin over the years. These shots are from the most recent US Open at a course in Wisconsin called Erin Hills in 2017. Golf to me is so emblematic of life, it appears so simple, yet so many outside factors can derail the best plan of attack. Couple that with how much of golf is not physical as much as mental and how the mental aspect plays into our physical ability or inability! Golf courses are some of the best scenes of nature anywhere I have seen. I enjoyed being able to watch the pros along with walking the grounds and seeing God's splendor unfold in front of me! Who are you rooting for in this years Masters? Do you have a favorite memory involving golf? Want to get out and get a round or two in this summer, hit me up! But most of all, I hope everyone enjoys the Masters and signaling of another golf season, spring and time to be outdoors enjoying creation!

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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.

Markets can be unpredictable, with ups and downs that can make even the most seasoned investors uneasy. But the good news? You don’t have to let market swings...

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Leadership is not just a buzzword to me! In fact, it is a core value! What are your core values and how do they influence the decisions you make? I have always defined leadership as "someone worth following". I work my hardest to become someone worthy to follow and find qualified people that have gotten to where I desire to go, to follow myself. I often say, "I may not know where we are going, or what we will do, but I know I want to figure it out with these people around me." Part of being a leader worth following is investing in yourself and those around you. I came across this company, authors and resources years ago and I hate to think of where I would be in life today, had I not had that encounter and taken the steps to become a 100X leader! Anyone and everyone who comes and works with us at Rooted Financial Advisors-Thrivent gets these resources and more to ensure they too, can unlock the potential God has inside of them and live into that promise! What are leadership resources you provide to those coming onboard at your company? How do you intentionally set the culture of constantly growing/learning/applying learnings? Who are some of the leaders you aspire to learn from? Please tag those leaders and resources so we can begin a resource list for others seeking to grow and be around intention people seeking growth!

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Leadership is not just a buzzword to me! In fact, it is a core value! What are your core values and how do they influence the decisions you make? I have always defined leadership as "someone worth following". I work my hardest to become someone worthy to follow and find qualified people that have gotten to where I desire to go, to follow myself. I often say, "I may not know where we are going, or what we will do, but I know I want to figure it out with these people around me." Part of being a leader worth following is investing in yourself and those around you. I came across this company, authors and resources years ago and I hate to think of where I would be in life today, had I not had that encounter and taken the steps to become a 100X leader! Anyone and everyone who comes and works with us at Rooted Financial Advisors-Thrivent gets these resources and more to ensure they too, can unlock the potential God has inside of them and live into that promise! What are leadership resources you provide to those coming onboard at your company? How do you intentionally set the culture of constantly growing/learning/applying learnings? Who are some of the leaders you aspire to learn from? Please tag those leaders and resources so we can begin a resource list for others seeking to grow and be around intention people seeking growth!

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Investing in volatile markets: Smart strategies for confident investing

Market volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.

Markets can be unpredictable, with ups and downs that can make even the most seasoned investors uneasy. But the good news? You don’t have to let market swings...

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It truly is the BEST time of the year! I love March Madness for many reasons but the biggest ones by far involve comradery and watching sports live where anything can happen! I mean who doesn't love a good buzzer beater to win the game or a lower seeded team pulling the upset?? I guess if you have a bet on the other team, you might not appreciate it in the moment, lol. But in this day and age, where so many things are scripted, I love sports for the anything can happen moments live that we get to witness and enjoy! The other aspect is watching these games with close friends has brought so much joy for me. It's not just about the games, but those I am with. I am fortunate to have some amazing people in my life and count myself blessed to be able to enjoy watching these games with many of them! Who will you be rooting for these next few days? Are you a 1-bracket person for all entries or create multiple scenarios type person? Where will you be watching the games and action unfold? Go Badgers!

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It truly is the BEST time of the year! I love March Madness for many reasons but the biggest ones by far involve comradery and watching sports live where anything can happen! I mean who doesn't love a good buzzer beater to win the game or a lower seeded team pulling the upset?? I guess if you have a bet on the other team, you might not appreciate it in the moment, lol. But in this day and age, where so many things are scripted, I love sports for the anything can happen moments live that we get to witness and enjoy! The other aspect is watching these games with close friends has brought so much joy for me. It's not just about the games, but those I am with. I am fortunate to have some amazing people in my life and count myself blessed to be able to enjoy watching these games with many of them! Who will you be rooting for these next few days? Are you a 1-bracket person for all entries or create multiple scenarios type person? Where will you be watching the games and action unfold? Go Badgers!

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1st Quarter 2024 Market Review: Surging stocks and sticky inflation

Read Thrivent Asset Management leadership’s thoughts on stock and bond markets after the first quarter of 2024, as well as their concerns about inflation looking forward.

Data from first quarter broke many records showing economic strength but causing sticky inflation.

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Bring your retirement into focus

Whether retirement is far off or fast approaching, now’s the time to plan. Here’s how you can take charge of the four stages of the retirement journey. 👇 If you’d like to have a discussion about retirement planning, let’s connect.

Take charge of the things you can control—like a retirement savings strategy that supports your big-picture goals.

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2nd Quarter 2024 Market Outlook: Staying the course

Hear more from Thrivent Asset Management on rate cuts, inflation and what to do with stocks and bonds in the second quarter.

In the current soft economic landing scenario, for our second quarter outlook, we recommend staying the course with investments in both stocks and bonds.

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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