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Insights

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

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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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Today is National Life Insurance Day! Life insurance is a cornerstone of smart financial planning — offering protection, legacy, and long-term security for the people who matter most. Protecting the future starts with a conversation today. Let’s talk about the appropriate coverage for your goals and your family’s future. Contact us today to learn about our commitment to protecting your family's future. #NationalLifeInsuranceDay #LifeInsuranceAwareness #WRFAThrivent For disclosure information, see Thrivent.com/social.

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Today is National Life Insurance Day! Life insurance is a cornerstone of smart financial planning — offering protection, legacy, and long-term security for the people who matter most. Protecting the future starts with a conversation today. Let’s talk about the appropriate coverage for your goals and your family’s future. Contact us today to learn about our commitment to protecting your family's future. #NationalLifeInsuranceDay #LifeInsuranceAwareness #WRFAThrivent For disclosure information, see Thrivent.com/social.

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2nd Quarter 2025 Market Outlook: Uncertainty strikes back

Market volatility rose in Q1 2025 amid heightened uncertainty around trade policy, immigration, government layoffs, and shifting geopolitical dynamics. Thrivent remains focused on long-term fundamentals as we head into Q2.

Market volatility and uncertainty are expected to continue, raising the odds for a recession.

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Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.

Are you eligible for Social Security Fairness Act Benefits? Find out how the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) repeal...

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1st Quarter 2025 Market Review: From optimism to uncertainty

First quarter 2025 tested financial markets across the globe. Thrivent Asset Management breaks down the key volatility points in this first quarter market review.

Markets were strong at the start of 2025, but first quarter showed a lot of volatility in economic data....

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Wishing you and your loved one's joyful blessings and hope this Easter season, from Western Reserve Financial Associates of Thrivent.

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Wishing you and your loved one's joyful blessings and hope this Easter season, from Western Reserve Financial Associates of Thrivent.

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Happy Good Friday! May the blessings of this Holy day fill your heart with gratitude, your soul with peace, and your life with love.

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Happy Good Friday! May the blessings of this Holy day fill your heart with gratitude, your soul with peace, and your life with love.

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Happy Tax Day! As a reminder, most individual taxpayers must file their 2024 federal income tax returns by April 15, 2025.

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Happy Tax Day! As a reminder, most individual taxpayers must file their 2024 federal income tax returns by April 15, 2025.

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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.

It can be difficult for markets to assess the impact of tariffs because they can be added or removed quickly, and there isn’t always insight into what’s coming...

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The Washington Update Tuesday, April 8 at 1:30 or 7:30 p.m. Register here https://bit.ly/The_Washington_Update How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1

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The Washington Update Tuesday, April 8 at 1:30 or 7:30 p.m. Register here https://bit.ly/The_Washington_Update How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1

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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