Jason Rogoff-Thrivent Financial

04/15/2026

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.

04/01/2026

Clients enjoying a night of pasta making at the Babylon Mercantile

03/11/2026

Markets shifted in February, and that matters for how portfolios are positioned today. Thrivent's March Market Update explains what drove stock volatility, why bonds strengthened, and how we’re thinking about risk and diversification moving forward.

Heightened geopolitical and market uncertainty in February pushed investors toward bonds and commodities.

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. ⬇️

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02/13/2026

Tax season is the perfect time to reflect on your financial goals and plan ahead. From retirement savings to tax efficient strategies, learn more about managing taxes year-round. >>> https://bit.ly/4htwqyn

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

02/06/2026

When your finances feel more in order, it can have a positive effect on other parts of your life too. Working on your financial wellness is an essential part of your overall approach to self-care.

01/23/2026

Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value.

Learn more about this recognition here: https://bit.ly/466lt23

01/02/2026

What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.

Looking ahead to 2026, we anticipate steady growth, resilient markets and AI-driven opportunities.

11/03/2025

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

Sequence of returns risk can jeopardize long-term financial security. This is especially the case in the first decade of retirement, when portfolio balances are largest and most vulnerable to market downturns. But the right investment strategies can help minimize this risk and maximize your…