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News and Insights

You've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts. 📱 (210) 477-8801 For disclosure information, see thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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. 👇

Please join us for Savvy tax strategies for your retirement! Learn how to avoid common mistakes when it comes to your investment portfolio, health care and estate strategies. The Savvy Tax Strategies workshop provides answers to critical tax questions you must answer before retirement. Explore how to help dodge the Social Security “tax trap” and more. Thursday, May 8th, 6:30pm Hampton Inn Victoria 7006 N Navarro St Victoria, TX 77904 Reserve a spot for you and guest. Please call (361) 223-7883 or email TruePathPlannning@Thrivent.com to reserve a place for yourself and a guest. Dinner will be served. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures. No products will be sold.

Thrivent wins LSEG Lipper Fund Awards United States 2025

Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2025 winner for Thrivent Small Cap Stock Fund.

Would you like an advisor who’s fully committed to YOU? ❌ No hidden agendas ❌ No sales pressure ✅ Just personalized advice tailored to your financial success! 📱(210) 477-8801 https://bit.ly/3QBN03j https://bit.ly/4kkIgN0 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Driven by your goals and values, we'll drawn on our industry expertise to help you map out a path to a more confident financial future. https://bit.ly/4kCh9gX https://bit.ly/41nAf1h For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family

Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

A Retirement Income Certified Professional (RICP®️) specializes in: ✅ Creating sustainable income strategies for retirement ✅ Maximizing Social Security & pension benefits ✅ Managing risks like market downturns & healthcare costs 📱(210) 477-8801 https://bit.ly/4kCh9gX https://bit.ly/41nAf1h For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

We specialize in financial advice, dedicated planning services, investments, insurance and more. We look forward to helping you discover your life’s true path. https://bit.ly/4kCh9gX https://bit.ly/41nAf1h For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

March 2025 Market Update: Volatility returns

The early economic data for 2025 has shown volatility. Thrivent Asset Management discusses how this changes our outlook in the March Market Update.

If you want financial advice that aligns with your faith, values, and legacy, working with us is a good move. https://bit.ly/4kCh9gX https://bit.ly/41nAf1h For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #FIC #FaithBasedFinance #LegacyPlanning #ValuesDrivenWealth

A Multi—Year Guarantee Annuity (MYGA) lets your money grow at a fixed interest rate for a pre-determined number of years. Learn more on whether a MYGA could help provide balance to your portfolio. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Let’s talk about how we can help you plan with purpose! For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Here’s why having a CDFA®️-certified financial advisor is a game-changer: ✅ Expertise in Divorce Finances – They understand the long-term impact of settlement options, ensuring fair and sustainable outcomes. ✅ Guidance on Asset Division – Not all assets are equal. A CDFA®️ helps evaluate tax implications, liquidity, and growth potential. ✅ Budgeting for the Future – They create post-divorce financial plans that support a stable and confident transition. ✅ Collaboration with Legal Professionals – A CDFA®️ works alongside attorneys and mediators to provide financial insights that strengthen case strategies. For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic. https://bit.ly/413Xc9K For disclosure information, see thrivent.com/social.

Achieve financial clarity and confidence as you work toward your financial goals and dreams. https://bit.ly/4kCh9gX https://bit.ly/41nAf1h For more information visit Thrivent.com/social.

Tax tips & pitfalls: What to know to maximize your money

Looking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️

Now is a great time to assess your finances. Use this simple checklist to get started. ☑️ Review account balances. ☑️ Assess tax withholdings. ☑️ Evaluate investment allocations. ☑️ Update insurance beneficiaries. ☑️ Schedule your annual financial check-in. https://bit.ly/4kCh9gX https://bit.ly/41nAf1h For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney

Get a personalized approach to turning your savings into a reliable income stream—so you can enjoy retirement on your terms. 📱(210) 477-8801 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.