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News and Insights

Portfolio diversification: Importance, benefits & how to start

Is your portfolio diversified? Having a mix of investments can help you manage risk, reduce volatility and build a reliable foundation for your long-term financial goals. Here are 4 primary components to help you diversify. ⬇️

What is portfolio rebalancing? Tips to maintain your target investment mix

Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇

So far, 2026 has been full of uncertainty around oil and energy, inflation and AI. On April 14, Thrivent investment leaders gathered to unpack the headlines and talk about the potential impacts to consumers and markets. Hear their latest take on inflation, interest rates, tariffs, the energy sector and more: https://bit.ly/4sENZQK

How to start investing with little money

You don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️

Taking Social Security early? Reasons to consider (with pros & cons)

Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration. Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.

The differences between real estate, stocks, bonds & mutual funds

Wondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.

Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX

DON'T MISS OUT! REGISTER TODAY! Big Money Lessons for Little Savers! Kids are never too young to start learning smart money habits. At our Little Savers Event, children will explore saving, goal setting, and thoughtful spending through a fun and interactive experience. Plus… we’re adding a little extra fun! Pizza, arcade time, and family-friendly learning. Come enjoy an afternoon of fun while helping your kids build financial confidence for the future. Spots are limited, please call 608-768-8825 to RSVP. No products will be sold. See thrivent.com/social for important disclosures.

We would like to recognize Joel, Financial Advisor/Practice Developer with Covenant Financial Group, as he celebrates 9-years with Thrivent. We are so blessed to have Joel and his vision leading our team. We look forward to more years of growth and service to our community. Congratulations, Joel!

2nd Quarter 2026 Market Outlook: Caution is warranted, but stay the course

Market volatility may remain elevated—but long term discipline still matters. Thrivent's 2nd Quarter 2026 Market Outlook explores why staying invested, with a more defensive posture, can help investors navigate ongoing uncertainty. ⬇️

Our Spring 2026 Newsletter is here! Our quarterly newsletter is a little peak into what's happening around the office here at Covenant Financial Group, along with some fun updates, upcoming events, news and recipes. Please enjoy! https://www.thrivent.com/library/covenant-financial-group-newsletter

Please join us in wishing Carrie, Operations Manager here at Covenant Financial Group, a very Happy Birthday today. We are so blessed to have Carrie as a part of our team. Carrie keeps this office running smoothly and efficiently and we are so grateful for her. Happy Birthday, Carrie!

We’ve really enjoyed hosting some great events this winter. In February, we hosted a family friendly, private movie showing of “I Can Only Imagine 2” at Desert Star Cinema, where more than 125 people attended. We also hosted some workshops and watch parties. At all these events, we’ve enjoyed seeing our current clients and meeting new faces. If you missed out, don't worry, we've got more events coming up this spring and summer. We might even be doing another fun private movie showing this summer.....stay tuned!

For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/4cVuu2j

Join us for the Little Savers Event, an interactive experience designed to help kids learn the value of saving, setting goals, and making thoughtful choices with money. It’s a great opportunity for families to start important financial conversations early while kids enjoy a fun, hands-on activity. Pizza will be provided and arcade games included. Bring the kids and come learn, play, and grow together! Spots are limited, please call 608-768-8825 to RSVP. No products will be sold. See thrivent.com/social for important disclosures.

March 2026 Market Update: Wobbling stocks, stronger bonds

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.

How to know if you're saving enough for retirement

Roadblocks happen, but they don't have to stop your progress. Discover how to stay on track with your retirement goals. 👇

Join us at Rusty Dog Coffee in Madison for a Coffee & College Workshop on Tuesday, March 24th from 5:30pm to 7:30pm. Learn smart ways to save for retirement and your kids' college while discovering the coffee roasting process and practicing how to brew a great pour-over cup. Seating is limited. Respond today to hold a spot for you and a guest. Coffee and snacks will be served. Please RSVP at 608-292-4026 or david.kraus@thrivent.com. Rusty Dog Coffee 3244 Progress Rd Madison WI 53716 No products will be sold. See thrivent.com/social for important disclosures.

Are your retirement savings on track?

Want to help boost your 2025 tax savings? Let's connect to explore how you can balance your retirement goals with your day-to-day.

Helping your kids learn about money is a gift that grows with them. Start early, build gradually and focus on simple concepts at each stage. These age-appropriate skills can help them develop discipline and healthier money habits as they grow. ➡️ https://bit.ly/4axUyhk