FINANCIAL LIFE PLANNING INSIGHTS
Navigating the Challenges of Having Difficult Conversations
The latest episode of “Navigating Life Transitions” Money and wealth can often bring unforeseen challenges. Whether it’s discussing future inheritances with children, navigating the sale
SECURE 2.0 Changes for 2024
At the end of 2022 and early 2023, there was plenty of buzz surrounding the omnibus spending legislation more commonly known as SECURE 2.0, which
Documents to Keep
As spring emerges, it’s not just our homes that could use a thorough cleaning – our financial spaces could benefit from a tidy-up, too. This
INVESTMENT INSIGHTS
Navigating Market Trends and Investment Opportunities in 2024
As we reflect on the first quarter of 2024, there are key driving forces behind market movements and how they have impacted diversified portfolios. In
Portfolio Construction: Core vs. Tactical
At JNBA, when we construct client portfolios, our focus is always on the long-term financial plan. We recognize that each client has unique circumstances, timelines,
Investment Committee Video Discussion: Charting the Financial Course in 2024
Navigating Financial Insights, Emerging Trends, and Market Dynamics on our Video Podcast Series Members of the JNBA Investment Committee unravel the unexpected twists of 2023
TEAM NEWS
A Visionary Approach to Client Success: JNBA Financial Advisors CEO Richard S. Brown Named to Barron’s List of the Country’s Top 1,200 Advisors for 15th Consecutive Year
In a world where adhering to the status quo often feels like the norm, it’s a rarity to encounter a financial advisor who dares to
Barron’s Top 100 Independent Advisor: CEO Richard Brown and JNBA rank as top Minnesota-based firm on the national list.
Barron’s has named JNBA Financial Advisors’ CEO Richard S. Brown on its list of Top 100 Independent Advisors in the country. This is the ninth consecutive
JNBA Named One of the Best Places to Work for the Third Consecutive Year
We’re excited to announce that JNBA Financial Advisors has been named to Minneapolis/St. Paul Business Journal’s Best Places to Work 2023 honoree list in the