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

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You and me going fishing in the dark! Not just a catchy lyric in a song, but something I got to experience a few weeks ago! I was invited to go Tarpon fishing in the Florida Keys by my father-in-law and some of his friends. It was an incredible experience and rewarding/challenging at the same time. In fact, reminded me so much of my life that the best things in life are worth working/fighting for and take time to cultivate. If you have ever fished, I am sure this is unlike anything you have done before. One we did in it in the middle of the night, which meant you had to be still, quiet, and dark, making the challenge to navigate around the boat and even feel when you had a bite, that much more difficult. Then once you hook one of these monsters, you had to fight for upwards of 30 minutes or longer to get it close to the boat, while the fish literally drags you wherever it decides to go, you are not in much control at all! So many times, on this trip I caught myself reflecting on the stories of Peter and Jesus fishing at night. I couldn't help the similarities and appreciate what that must have been like for them. You would throw out a line and then wait patiently and if you felt something, reel with all your might! Such is LIFE! Sometimes we need to be in the right place, with the right tackle and then wait patiently, while God does his work. Where are the places God is asking you to fish? Are you prepared with the right equipment? How patient are you to wait for the fish to bite?

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You and me going fishing in the dark! Not just a catchy lyric in a song, but something I got to experience a few weeks ago! I was invited to go Tarpon fishing in the Florida Keys by my father-in-law and some of his friends. It was an incredible experience and rewarding/challenging at the same time. In fact, reminded me so much of my life that the best things in life are worth working/fighting for and take time to cultivate. If you have ever fished, I am sure this is unlike anything you have done before. One we did in it in the middle of the night, which meant you had to be still, quiet, and dark, making the challenge to navigate around the boat and even feel when you had a bite, that much more difficult. Then once you hook one of these monsters, you had to fight for upwards of 30 minutes or longer to get it close to the boat, while the fish literally drags you wherever it decides to go, you are not in much control at all! So many times, on this trip I caught myself reflecting on the stories of Peter and Jesus fishing at night. I couldn't help the similarities and appreciate what that must have been like for them. You would throw out a line and then wait patiently and if you felt something, reel with all your might! Such is LIFE! Sometimes we need to be in the right place, with the right tackle and then wait patiently, while God does his work. Where are the places God is asking you to fish? Are you prepared with the right equipment? How patient are you to wait for the fish to bite?

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Oh, the places we will go!! My wife and I love to travel, and for those that know my wife, they know she loves to travel internationally specifically. One thing I continue to hear over and over from clients we meet with is the travels they are looking to do, either as a bucket list type trip, a time to take the entire family to create memories with, or they love to see so many amazing parts of this world God has created for us! With those sentiments and many times goals that we are helping clients save and spend for, we wanted to provide these luggage tags as a way to easily find luggage when traveling but hopefully remind you that in ALL your journeys in life we are with you every step of that journey! As we meet for reviews in person or at our upcoming Pickleball Event on May 18th at Aces, you will see them available, and we hope you take one and use it often! I cannot wait to see all the places, experiences and memories created with these tags by our clients! How do you prefer to travel? Are there any "bucket list" places you want to see someday? Do you have a favorite destination you return to often or are one to "mix it up" and see new places when given the opportunity? Share below!

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Oh, the places we will go!! My wife and I love to travel, and for those that know my wife, they know she loves to travel internationally specifically. One thing I continue to hear over and over from clients we meet with is the travels they are looking to do, either as a bucket list type trip, a time to take the entire family to create memories with, or they love to see so many amazing parts of this world God has created for us! With those sentiments and many times goals that we are helping clients save and spend for, we wanted to provide these luggage tags as a way to easily find luggage when traveling but hopefully remind you that in ALL your journeys in life we are with you every step of that journey! As we meet for reviews in person or at our upcoming Pickleball Event on May 18th at Aces, you will see them available, and we hope you take one and use it often! I cannot wait to see all the places, experiences and memories created with these tags by our clients! How do you prefer to travel? Are there any "bucket list" places you want to see someday? Do you have a favorite destination you return to often or are one to "mix it up" and see new places when given the opportunity? Share below!

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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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