JNBA Financial Advisors' Insights
FINANCIAL LIFE PLANNING INSIGHTS

Maximizing Retirement Savings for High-Income Earners
For high-income earners, the journey to a secure retirement often involves navigating complex financial landscapes. Traditional retirement savings options, while valuable, may not be sufficient

Overview of New Tax Laws
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. This legislation primarily addresses the scheduled expiration of key

Philanthropic Financial Planning: 5 Considerations for Your Personal Giving Strategy
In today’s world, philanthropy is more than just an act of kindness; it can also be a powerful financial strategy. When thoughtfully integrated into your
INVESTMENT INSIGHTS

Video Discussion: Staying Focused in 2025’s Dynamic Market
The first half of 2025 has included significant market volatility, especially around early April. Now, as Q2 comes to an end and markets have evened

2025: A Look at the First Six Months
At the halfway point in the year, looking at the returns across the broader stock and bond landscape tells a solid, albeit deceptive performance story.

Markets in Flux
What changes to make? With May in the rearview mirror, most equity markets are broadly positive five months into the year; however, these figures are
TEAM NEWS

Forbes Names JNBA Chairman and CEO Richard S. Brown to Best-in-State Wealth Advisors List in Minnesota
We’re excited to share that for the second year in a row, JNBA Financial Advisors Chairman and CEO Richard S. Brown has been named as

Barron’s Names Richard S. Brown to List of Top 1,200 Financial Advisors for 16th Year
We’re happy to share that for the 16th consecutive year, Barron’s has named our CEO and Chairman Richard S. Brown to its list of the

Barron’s Names JNBA Financial Advisors CEO, Richard S. Brown, a Top 100 Independent Financial Advisor for 10th Consecutive Year
As we celebrate JNBA’s 45th year in business, we are excited to share that for the tenth year in a row, Barron’s has named CEO