Year-End Tax Planning 2020

The start of the holiday season also marks the beginning of year-end planning at JNBA. Here are a few key planning items to consider prior to the end of 2020. Investment Portfolio Review The end of the year is a great time to look at your investment and retirement accounts to better understand how they […]

Q4 2020 Economic and Market Update

Following a period of nervousness ahead of the presidential election, investors jumped back into stocks with both feet. Initially as the voting results were being tallied, it became clear that a divided government would be far less likely to implement any major tax changes. Investors subsequently received promising news from multiple healthcare firms working on […]

Executive Corner

As we enter into the holiday season, I think it’s safe to say things look very different than holidays past. It’s been a challenging year. Tough times, sadness, and disappointment come to all of us in life, but 2020 has thrown us a powerful curve ball. COVID-19 has taken from us. We are all impacted […]