Insights
Basics of a financial plan: What it is & getting startedFeel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
As a parent, you already know the values you want to instill in your kids. But figuring out how to teach them isn’t always easy, especially when it comes to money.The good news? Raising money-smart kids doesn’t require a lesson plan—just simple, everyday moments. Small habits practiced together can build financial discipline that grows with them. 🙌These five are a great place to start. ⬆️
Ready to get your hands dirty for a great cause? Join The Shields Cattau Financial Group and Love Costa Mesa as we serve the Shalimar neighborhood! Volunteer to build raised garden beds for local residents or help transform outdoor spaces through planting, weeding, mulching, and maintaining gardens and lawns. Your time and effort will have a real, visible impact—and it’s a lot of fun, too.Register at the links below for any of our Shalimar neighborhood locations:1.) https://portal.goldenvolunteer.com/opportunities/oihzZOr8tZ2.) https://portal.goldenvolunteer.com/opportunities/Art52RD3rS3.) https://portal.goldenvolunteer.com/opportunities/x9nw4mU6ex4.) https://portal.goldenvolunteer.com/opportunities/8BSigHEYeDNo products will be sold. For more information visit Thrivent.com/social. Love Costa Mesa is not affiliated or endorsed by Thrivent.
Here are questions to consider when investing:✔️ What are your financial goals?✔️ How much can you afford to invest?✔️ What is your risk tolerance?✔️ How can you help ensure your portfolio is diversified for long-term growth?Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them.See thrivent.com/social for important disclosures.
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
Pour your heart—and ambition—into a meaningful career with the tools and support you need. When you join Thrivent's Virtual Advice Team, you’ll get a clear launchpad to a lasting financial advisor career.Explore our openings: thriventcareers.com/4s11cTR
As a Thrivent financial advisor, you'll get the support, flexibility and tools you need to chart what's next. Whether you grow your own practice, join a team or serve clients as a virtual financial advisor, you can take the lead on the next chapter of your career.➡️ Explore all paths: thriventcareers.com/4tboffB
1st Quarter 2026 Market Review: Geopolitics takes center stageQ1 reminded investors that markets don’t move in straight lines. Thrivent's Q1 2026 Market Review highlights increased volatility in stocks, growth in small-cap and value stocks and that bonds faced pressure as yields moved higher.
Thrivent Charitable celebrates 2023 Voices in PhilanthropyI am honored to receive the 2023 Voices in Philanthropy recognition from Thrivent Charitable Impact & Investing®️. Thank you to my clients who live out their values by creating the change in their communities and the world that matters most to them. Join me in reading the full news article, announcing this year’s honorees: thriventcharitable.com/2023-VIPs.For important disclosures see thriventcharitable.com/social
Thrivent Charitable celebrates 2022 Voices in PhilanthropyI am honored to receive the 2022 Voices in Philanthropy recognition from Thrivent Charitable Impact & Investing®️. Thank you to my clients who live out their values by creating the change in their communities and the world that matters most to them. Join me in reading the full news article, announcing this year’s honorees: thriventcharitable.com/2022-VIPs.Thrivent Charitable Impact & Investing®️ is a public charity that serves individuals, organizations and the community through charitable planning, donor-advised funds and endowments. Thrivent Charitable Impact & Investing works collaboratively with Thrivent and its financial advisors. It is a separate legal entity from Thrivent, the marketing name for Thrivent Financial for Lutherans.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 Thrivent’s financial advisors.
Happy Father's Day from the Shields Cattau Team! We appreciate the love, care, and hard work you put into everything you do.We hope you have a wonderful weekend and enjoy family time.
Project Hope Alliance Backpack Drive! We are so excited about our upcoming backpack drive for project hope on July 15! Join us!Please call the office for more information!
On June 3rd we hosted a Document Shredding drop-off and food drive with First Lutheran Church Fullerton. Church member, Terri Robertson, with her Thrivent Action Team, supplied half of the shredding service and Stephanie Shields and Luke Cattau provided the rest along with a delicious taco lunch. Many wonderful donations were collected, as you can see in the picture. We had a great time meeting everyone, enjoying tacos, and helping restock the food pantry’s shelves. We could have not done it without the wonderful help from the church, Terri, and our clients!To learn more about Thrivent Action Teams and how you can get involved link is here: https://www.thrivent.com/about-us/membership/thrivent-action-teamsIf you decide to participate in Thrivent Actions Team, please let us know!
Joyce finished her Quilt for Valor for her Thrivent Action Team. Their mission is to cover Service Members and Veterans touched by war with comforting and healing quilts. Memorial Day marks an important day where we remember and thank the millions of Americans who have given their lives to our country. Have a blessed Memorial Day! To learn more about Quilts or Valor: https://www.qovf.org/membership/To learn more about Thrivent Action Teams: https://www.thrivent.com/about-us/membership/thrivent-action-teams
“These can be tough questions, but your answers may help you find clarity and develop an actual game plan that can take you in the direction you want to go.” – Stephanie Shields, Thrivent Wealth Advisor.
Happy Mother’s Day to all our wonderful mothers in our lives. We appreciate the love, care, and hard work you put into everything you do. Pictured Above: Stephanie with her mother, Annis Shields. Luke Cattau with his mother, Ruth. Luke Cattau’s wife, Annie, with their son LJ.