Travis Sorensen - Thrivent

08/20/2026

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.

08/19/2026

A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.

Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.

For additional interest rates and other important information: https://bit.ly/4fIaSQk

See thrivent.com/social for important disclosures.

08/12/2026

Great things grow when a community comes together—and there's still time to make your voice heard.

If you haven't voted for your favorite Live Generously®️ T-shirt design yet, now's your chance.

Cast your vote and help choose the shirt our community will wear with pride.

Vote now before it’s too late: https://bit.ly/4wbZGjK

08/11/2026

Just like a garden, great things grow with community. That's why your vote matters in Thrivent’s Live Generously®️ T-shirt vote. We need your help choosing this year's
design! Voting is open from Aug. 10-16.

To submit your vote: https://bit.ly/4c67gFm

08/06/2026

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Maximize your impact with a financial strategy that minimizes taxes.

08/05/2026

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared.

Here are a few key things to keep in mind:
• The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future.
• Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts.
• Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax.

A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

07/31/2026

Recession fears may have faded, but it’s still a good idea to keep certain economic indicators on your radar. Learn what Thrivent’s Chief Investment Strategist Steve Lowe watches most closely: https://bit.ly/4fG49pR

07/29/2026

If you’re struggling to reconcile stock market highs with concerns about the rising cost of living, check out this short clip with Thrivent’s Chief Financial & Investment Officer David Royal: https://bit.ly/3ReRHnO

07/27/2026

If you’re interested in understanding how today’s economy might play out in your financial life, be sure to watch Thrivent’s recent Market & Economic Update: https://bit.ly/3T9oifd

Key takeaways:

☑️ Markets are high, but gains are concentrated and valuations are elevated.
☑️ Today’s headlines can be loud—resist the urge to overreact.
☑️ The key to steady progress is diversification* and a long-term plan.

As a financial advisor, my role is to help you evaluate your investments, evolve your strategy and confirm your mix meets your goals. So reach out if you have questions or want help fine-tuning your current financial plan.

*While diversification can help reduce market risk, it does not eliminate it.
Diversification does not assure a profit or protect against loss in a declining market.

07/23/2026

"I have told you these things, so that in me you may have peace. In this world you will have trouble. But take heart! I have overcome the world." - John 16:33