Jason Rogoff-Thrivent Financial

07/28/2026

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AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds

07/17/2026

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.

06/05/2026

Happy to share Thrivent has been named to the Fortune 500 list in 2026 for the 32nd consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

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.