Five Things to Know About the New SECURE Act

The SECURE Act (Setting Every Community Up for Retirement Enhancement) became effective on January 1, 2020, and it could have a significant impact on your retirement asset distributions and taxes paid on those distributions. Here are the top five things to know about the SECURE Act: We will continue to explore planning opportunities available given […]

Market Update

What a difference a year makes! Entering 2019, investors were fearful of slowing earnings, a fairly brutal 4th quarter market sell-off, and a Federal Reserve that had been hiking interest rates while oblivious to slowing economic conditions. An escalation of trade tensions with China, the world’s second-largest economy, combined with Britain’s potential exit from the […]

Eight years of recognition: Five Star Wealth Manager Award

We’re honored to share that for the eighth year, the Five Star Wealth Manager Awards have recognized individuals from JNBA Financial Advisors. This recognition is a testament to their expertise and service to clients. The individuals recognized include: Richard S. Brown, Chairman & Chief Executive Officer (six-year winner) Michael Bilotta, ChFC®, CASL®, RICP®, Senior Advisor-Investment […]