Nicholas Dare - Thrivent

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.

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.

Meet Erin Lowry, author of “Broke Millennial,” joining us LIVE on Nov. 14 at 6:30 p.m. PT to break down the discomfort and frustration that can come with financial conversations amongst loved ones.

📅 RSVP today: bit.ly/hs-convo-11-14

No products will be sold. See thrivent.com/social for additional disclosures.

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.

Wildfires in Maui have caused widespread devastation to homes, businesses, and communities. Let’s send a message that help is on the way. Learn more by visiting https://bit.ly/thrivent-maui-fires

Technology stocks have been on a roll in an otherwise sluggish market, but resolution of the debt crisis helped stabilize the markets. For a review of key market and economic developments, read the June 2023 Market Update.

June 2023 Market Update: Debt crisis averted while tech stocks surge The debt ceiling debate weighed on markets over the month of May, but a last-minute agreement by Congress and the President helped lift the equities market—with technology-related stocks leading the way.

Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz

Despite nagging inflation and the Fed’s monetary tightening efforts, stocks performed well in the first quarter both in the U.S. and globally – led by a tech rally. Bring yourself up to date on all the key economic and market developments in the 1st Quarter 2023 Market Review.

1st Quarter 2023 Market Review: Tech shines, Financials falter, as Fed hikes rattle banks After a steep 28.19% drop in 2022, the Information Technology sector of the S&P 500 was up 21.82% in the 1st quarter, as investors migrated to stocks they believed could best weather ongoing inflationary pressures. Communication Services, which tumbled 39.89% last year, jumped 20.50% in the 1st quar...

Looking for ways to cut down costs? Consider exploring a different service provider—you could potentially be paying more for the same offerings that cost less somewhere else. Keep an eye out for cancellation fees, before committing to something new.

When financial markets feel unstable, it's easy to miss the forest for the trees of your retirement.

What's the alternative?

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

Get started by exploring your options.

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

Do you tend to wait until the last minute to file your tax returns? Here are some reasons you should file earlier:

1) Protect your tax refund from falling into the hands of a tax return fraudster
2) Book an appointment more easily with a tax professional (they get busier as Tax Day approaches)
3) If you owe any money to the IRS, you have more time to prepare the payment before the deadline

Whether your retirement savings are on track or behind schedule, these 6 steps can help boost your retirement readiness in 2023 and beyond.

Ready, set, retire: Thrivent looks at retirement readiness Anxious about having enough for retirement? You're not alone. According to Thrivent's 2022 Retirement Readiness Survey*, most Americans have mixed feelings about how ready they are for retirement. In fact, only 40% feel like they've "very much" or “somewhat” been able to achieve the retirement.....

What’s the market outlook for the coming year? Hear from Thrivent investment leaders as they share their expectations on inflation, interest rates and more.

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Did you miss Thrivent’s Market and Economic Update on December 6? Watch a recording of the event for another chance to hear from Thrivent investment leaders as they discuss key factors for the coming year.

No products will be sold.

Navigate the markets in 2023 Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

Take time to review the financial goals that you set for yourself this year. What goals did you achieve? Are there any that need to be reprioritized for next year?

Preparing for retirement is a journey, and having a helpful guide to answer questions, address your fears and be there for you over the long-term can make all the difference. Let’s connect and discuss a strategy for your retirement.

Keep a close eye on your holiday spending budget. It can be tempting to overindulge during this season, but do a favor for your future self and avoid spending more than you are comfortable with.

Inflation has started to wane in a few areas, but the Fed may still impose more rate hikes in the months ahead. Meanwhile, all 11 sectors of the S&P 500 were up for the second consecutive month, and income investors are finally seeing some decent yields. Read Thrivent's in-depth December Update for news across the markets.

December 2022 Market Update: Inflation shows signs of moderating, but Fed still unconvinced Oil and gasoline prices have fallen, housing sales have stalled, used car prices have dropped, manufacturing activity has contracted, and the increase in the Consumer Price Index, a common measure of inflation, has moderated. While several other areas of the economy have not yet shaken rising costs,...

Do you have confidence that your loved ones will receive your assets after you are gone? Estate planning helps ensure your intentions will be honored.

Estate planning essentials: 5 key elements to help prepare for the legacy you want to leave Perhaps you’ve heard the words “estate planning” and thought it wasn’t about you because you don’t have what you believe is an estate. In fact, everything you own yourself or co-own when you die is considered an estate. So for virtually everyone, estate planning is an important process to....

Between plane tickets to visit family and gift exchanges, we can all benefit from a little more financial breathing room around the holidays.

Money Canvas, a free online money coaching program from Thrivent, can get you ready for the season by helping you to free up money for what matters to you --> https://bit.ly/3L8tmIB

IRA. QCD. DAF. Let’s untangle these acronyms to see how they can help your generosity go further.

Tools for tax-efficient charitable giving Americans’ charitable donations increased by 4% in 2021, according to an August 2022 report from Giving USA. That may not sound like a huge leap. But when you consider skyrocketing inflation rates, the stock market roller coaster ride and the hardships of the ongoing pandemic, it’s downright…

Generosity is something worth maximizing. Consider these options to help you create a strategy for greater impact.

Maximize your charitable donations These days, there seems to be a never-ending stream of calls, emails and letters asking for donations. With all those requests, it can really put you in a bind. You want to help, but it can be overwhelming deciding who or what to support and how much to give.

If you want your family's assets to last more than just one generation, it’s important to have plans in place so your money and possessions flow smoothly to the people you’ve chosen. Which of these strategies might be right for you?

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....

Wondering if you will have enough money saved up for retirement? Here are four steps to help prevent you from outliving your savings.

How to avoid running out of money in retirement There’s a lot going on that can impact your retirement savings. U.S. inflation rates recently accelerated to the highest in 40 years.1 Markets continuously fluctuate in response to economic activities. Health care costs continue to rise. There’s uncertainty around the future of Social Security. ...

Retirement on your mind? Here are eight steps to help you move more confidently toward the years ahead.

Blueprint to better prepare for retirement Retirement is one of the biggest life decisions you’ll ever make.

Protect your retirement savings by implementing these five tax-efficient strategies into your retirement plan.

5 tax-efficient strategies to include in your retirement plan Nearing retirement age? These tax-efficient strategies – starting with your 2022 tax filing – can help you reduce your taxes for the long term. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.