Noteworthy: Insights for clients Summer 2025

Thrivent has once again received the World’s Most Ethical Companies recognition by Ethisphere, a global leader in defining and advancing the standards of ethical business practices. Thrivent has been recognized since 2012 and is one of only six honorees in the financial services industry this year.

“Being recognized as one of the World’s Most Ethical Companies is a testament to Thrivent’s integrity, transparency and best-in-class ethics practices,” says Terry Rasmussen, Thrivent’s president and CEO. “Our strong ethical culture is the foundation of the trust our workforce, financial advisors and clients place in us, enabling us to make a positive impact in our communities.”

Overall, 136 honorees were recognized as one of the World’s Most Ethical Companies, spanning 19 countries and 44 industries.

Each year, Thrivent creates a calendar featuring beautiful photos and inspiring reflections submitted by you, our members. The theme for the 2026 calendar is “Moments of Grace,” and photos will illustrate the simple, grace-filled gifts woven into each day.

We’ve made it easy for you to receive a copy. Here’s how:

• If you received a calendar last year, we’ll automatically send you one this year.
• If you’re a new Thrivent client with membership or haven’t ordered a calendar since 2022, simply complete this order form by July 31, 2025.
• If you received a calendar last year but don’t want the 2026 or future calendars, you may opt out and unsubscribe.

Each client with membership can receive one calendar at no cost.

With half the year behind us, it’s a great time to take stock of your finances. Here’s a checklist to help guide you.

Evaluate your saving and spending categories. Cut unnecessary spending. Set up separate savings or money market accounts for upcoming life changes or major expenses that could affect your budget. Cancel any unused subscriptions.

Take a closer look at your debt balances and adjust repayment strategies if needed. If you have high-interest debt, make extra payments or consider refinancing or consolidating. Download your free annual credit report at annualcreditreport.com and check for errors.

Make sure retirement contributions are in line with your long-term goals. Increase them if you can, with a goal of contributing at least 15% of your current income. Review your investment portfolio’s performance. Meet with your financial advisor to rebalance or adjust risk tolerance if needed.

Ensure your home, auto, health, life and disability insurance policies are adequate for your needs, and adjust coverage if not. Look for discounts to lower your costs. Update beneficiaries if needed.

Review your wills, trusts and power of attorney to make sure they reflect your wishes. Make sure all beneficiaries are accurate. If you don’t have these documents, it’s time to create them.

Plan your year-end giving or set up recurring donations, and explore tax-efficient ways to give back. Lead a Thrivent Action Team, direct Choice Dollars^® if eligible or make a personal donation through Thrivent’s online giving platform. 

Set up a meeting with your Thrivent financial advisor to review your financial health, make changes if needed, and stay on track with your goals.

Stay current on what the latest economic trends may mean for you by joining the livestream of Thrivent’s next Market & Economic Update on Tuesday, July 15, at 11:30 a.m. CT.

Our investment leaders will share their insights and guidance to help you navigate the markets in today’s economy.

Register to attend and/or receive the recording. You also can access recordings from previous events.

While there are many answers to that question, the key is to dare to discover what’s right for you. Anticipating the milestones you face—as early as age 50 and continuing into your 70s—will help you prepare for them.

Join an exclusive conversation with Heather Schreiber as she presents “Key Milestones on Your Journey to an Empowered Retirement” on Aug. 19 and 20. Schreiber will share expert advice on ways to save more, reduce taxes and make the most of Social Security.

Register to attend the event and/or receive the recording. 

Thrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2024 with a ranking of ninth out of 48 fund families based on one-year return on an asset-weighted basis.

Thrivent placed fifth out of 46 funds for the five-year performance period and seventh out of 46 funds for the 10-year performance period. Ratings are based on performance for the 1-, 5- and 10-year periods, ending Dec. 31, 2024.

“The success of our mutual funds is driven by our long-term investment philosophy, rigorous processes, and the talent and expertise of our entire investments team,” says David Royal, Thrivent’s chief financial & investment officer. “We’re excited to build on our proven track record of delivering exceptional investment performance for our clients.”

Source: Barron’s, Best Fund Families of 2024, February 27, 2025.

Thrivent Member Networks are led by members for members just like you. They provide opportunities for you to:

• Meet others in your community by attending a social gathering or event featuring an inspiring speaker.
• Spread generosity by hosting a Thrivent Action Team or exploring charitable giving options.
• Grow healthy financial habits by attending a financial workshop or webinar on topics ranging from tax strategies to college planning.

Find your Thrivent Member Network to see what’s happening near you. Go to thrivent.com/tmn and enter your ZIP code by the map. Click on “Get to know your community.”