Joe Stepanek - Thrivent

10/01/2026

Investing for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes:​

✔️ Portfolio diversification​
✔️ Understanding your risk tolerance and adjusting over time​
✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s​

Learn more about investing for retirement. ⬇️

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax-advantaged accounts.

09/10/2026

Markets 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. ⬇️

U.S. economy continues to grow at a healthy rate, but key risks remain for investors.

08/19/2026

The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️

Strong economic growth, broadening market leadership and attractive bond yields remain key market themes.

07/21/2026

Economic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️

A look at the market environment and investment themes expected to drive Q3 2026.

06/12/2026

Markets up. Risks remain. See what’s driving Thrivent's outlook. ⬇️

Positive equity momentum continues, tempered by concerns around inflation, consumer resilience, and global conflict.

06/01/2026

Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here. ⬇️

Taxes may not be the most exciting aspect of investing, but it's important to understand the basics of how they impact your investment income.

04/13/2026

Q1 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.

Escalating geopolitical tensions reshaped markets, influencing inflation, consumer confidence, equity leadership, bond yields and commodity prices during a volatile first quarter.

04/06/2026

I am thrilled to share that I’m being recognized as a 2026 Thrivent Hall of Fame Legend*!

For the last 31 years, it’s been my honor and privilege to serve clients and partner with them on their financial journeys. I’m proud to be part of this amazing purpose-driven organization that helps people make the most of all they’ve been given, and I look forward to all that’s to come!



*Hall of Fame Legends represent those Hall of Fame members who continue their dedication to our members since induction into the Thrivent Hall of Fame. To qualify as a Legend, a financial advisor or professional must reach 30 years of service, maintain a consistent level of production, and have a favorable compliance history. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative of the financial advisor or professionals future performance.

02/23/2026

Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️

See thrivent.com/social for important disclosures.

02/09/2026

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.

Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial advisor