Luke Turnquist - Thrivent

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.

Market volatility & your investments: What you need to know Market volatility is a natural part of investing, which means that risk and reward go hand in hand as markets rise and fall. With many dramatic fluctuations in the market over the past several years and a slower economy forecast for 2024, investors may be faced with more ups and downs in the months....

Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step.

When should you get life insurance? When should you get life insurance? For many people, life insurance doesn't seem necessary until they reach a certain age, get married, or have children. However, life insurance can be beneficial at many different ages and stages of life.

Understanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️

1. Investment
2. Time
3. Income tax

Working tax efficiency into your financial strategy Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and Johnny Cash, among many other familiar artists, made hits about taxes that still find their way on to playlists because everyone can relate.

Thinking about purchasing life insurance and not sure where to start? Here are the different types of life insurance and reasons why you may want to get coverage.

How to protect your family financially over the years Your income is more than just a paycheck. It's a tool that helps provide the life you share with the people you love. That's why it's important to protect it from the potential pitfalls that are hard to think about. That can mean losing your job, getting too sick or injured to work, or dying…

Markets experienced a bit of bumpy road in April. Read more about why Thrivent Asset Management is promoting patience for both stock and bond investing in the May 2024 Market Update.

May 2024 Market Update: April showers dampen investors’ optimism April market volatility providing challenges for investors.

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

2nd Quarter 2024 Market Outlook: Staying the course In the current soft economic landing scenario, for our second quarter outlook, we recommend staying the course with investments in both stocks and bonds.

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.

1st Quarter 2024 Market Review: Surging stocks and sticky inflation Data from first quarter broke many records showing economic strength but causing sticky inflation.

Discover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.

Tax bracket implications on Tax Cuts & Jobs Act (TCJA) sunset It's been six years since the Tax Cuts and Job Act (TCJA) overhauled the federal tax code, ushering in sweeping changes that affected businesses and individuals. However, after 2025, many of the act's tax law changes are scheduled to expire.

Thrivent’s Mutual Fund Contact Center team has received the 2023 DALBAR Service Award for the fourth consecutive year. This comprehensive evaluation of contact centers pinpointed those demonstrating unparalleled excellence.

Learn more 👇

Thrivent recognized for best-in-class service for 4th straight year Thrivent strives to deliver best-in-class service to our clients, which is why we’re thrilled to announce our recent recognition as a winner for the fourth consecutive year of the DALBAR Mutual Fund Service Award.

How tax-efficient is your retirement saving? Consider these strategies to boost your retirement readiness. 👇

How to plan for taxes in retirement Tax-efficient strategies

As we move into 2024. Inflation is slowing yet prices remain high. Rate cuts are anticipated, but when? Investing opportunities exist, but where? Check out Thrivent’s March Market & Economic Update to hear our investment leaders’ perspectives. Watch the full recording or just the highlights. 👇

Thrivent Market & Economic update Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

Take a look at Thrivent’s March 2024 Market Update to learn why we think February’s economic data supports a soft landing in the markets and an eventual easing of monetary policy.

March 2024 Market Update: AI points stocks to new highs The economy continues to remain (surprisingly) resilient, and we continue to remain optimistic on stocks and positive on bonds, although the fixed income path is likely to be bumpy.

Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2024 winner for a second year.

Thrivent wins LSEG Lipper Fund Awards United States 2024 Thrivent Asset Management has been honored as a LSEG Lipper Fund Awards United States 2024 Winner for Thrivent Small Cap Stock Fund.

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.

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

Did you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are three reasons to insure them now.

The 3 advantages of life insurance for children There’s so much to think about when your family is growing. Whether you’re a new parent through birth, adoption or marriage, the what-ifs may fill your mind and keep you up at night. Are you doing everything you can to protect your child—and what if there’s more you could do?

With tax brackets changing at the end of 2025, now is a good time to tune-up your retirement strategy. Consider these tax moves to get started. 👇

TCJA set to expire: Tax moves to consider if you're nearing or in retirement As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing widened tax brackets, tax rates, deductions and exemptions for the basis of your future planning.

Take a look at Thrivent’s February 2024 Market Update for in-depth commentary on these three key points:
• January’s data highlights that an economic soft landing was achieved
• U.S. Federal Reserve may continue to be conservative on raising interest rates this year
• There is anticipation of sustained economic growth

February 2024 Market Update: On the road to recovery 2024 is likely to deliver positive total returns in both stocks and bonds broadly. We remain mindful that volatility can spike or remain elevated for extended periods as economic or geopolitical uncertainty rises.

As we reflect on 2023, the economy’s resilience against significant headwinds stands out, showcasing its underlying strength. Curious about what 2024 might bring? Dive into Thrivent’s December Market & Economic Update for valuable insights. Choose between highlights or the full recording to suit your schedule and get ready for the new year. 👇

Thrivent Market & Economic update Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

Read Thrivent's 2024 Market Outlook to learn more about why despite uncertainties, a resilient U.S. economy and easing inflation hint at a positive 2024.

2024 Market Outlook: Getting back to business In addition to slowing interest rate hikes and lowering inflation, learn the reasons why and when we expect a soft landing with the economy in 2024.

Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ

Take a look, then let’s schedule a time to talk about your family’s needs.

The end of the prolonged increase in U.S. policy rates may be in sight, but the economic consequences are only beginning to show and 2024 could bring more challenges. Read the November 2023 Market Update to learn more.

November 2023 Market Update: Rising rates take their toll The long period of rising U.S. policy rates is likely near its end. But the toll that higher rates extract from economic growth has a lagged effect, and we believe the impact will become steadily more apparent as we head into 2024.

Wondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇

Together, we can make sure your family is covered for the future.

Do you need life insurance? Questions to ask yourself & your family From vacations to college dreams, creating life plans with loved ones is one of the many joys in life. But when it comes to more sensitive topics, like unexpected death, it can be tempting to avoid conversations altogether.

Remember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations.

Let’s work together to create lasting a legacy. 👇🏼

Wealth transfer strategies: How to leave assets to your loved ones We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across the nation. If you're in a position to pass on even a modest level of money, property or valuables, now is the time to familiarize yourself....

Looking back at third quarter, what drove uncertainty and market volatility? Find out more about high interest rates and their economic impacts in Thrivent's 3rd Quarter 2023 Market Review.

3rd Quarter 2023 Market Review: Slower growth and a hawkish Fed spur volatility Take a look at what drove the S&P 500 to its first negative quarter in a year after three straight quarters of positive returns.

The stress of higher interest rates is beginning to take its toll on the economy. Under these conditions, bonds have become increasingly attractive. Read Thrivent's 4th Quarter 2023 Outlook for more.

4th Quarter 2023 Market Outlook: Entering the turn The Fed intends to keep interest rates higher for longer, and that stress of higher interest rates is beginning to take its toll on the economy.

Wondering about the potential impact of a government shutdown on the markets and economy? Read on for thoughts from Thrivent’s Chief Investment Strategist.

Impact of a government shutdown Government shutdowns can cause disruptions, however the impact on the economy and markets has been modest in the past.

Money decisions aren't just about numbers; they're about your heartstrings! 💓

Discover how to align your financial decisions with your values in Thrivent’s latest article. 📰

Learn:
1. Identify your core values through self-reflection.
2. Set SMART goals in line with your values.
3. Seek professional advice for a purpose-driven financial strategy.

Read more. 👇

How to make financial decisions that reflect your values When it comes to money matters, you may think it’s all about using your head. Crunching numbers, analyzing spreadsheets to figure out how much you have, and calculating what you need to reach your financial goals.