JNBA Financial Advisors' Insights
FINANCIAL LIFE PLANNING INSIGHTS
2025 Year-End Tax Planning: Key Opportunities Under the “One Big Beautiful Bill”
The recently passed One Big Beautiful Bill Act (OBBBA) marks one of the most comprehensive tax reform packages in recent years—introducing a wide range of
Medicare Open Enrollment Reminders for 2026
Medicare Open Enrollment for 2026 has begun and will run from October 15 to December 7, 2025. During this time, Medicare participants can review and
Navigating a dementia diagnosis and its financial considerations
A dementia diagnosis can impact more than just your daily routines. It can alter families, futures, and finances. In our latest episode of the “Navigating
INVESTMENT INSIGHTS
Balancing Act
Nine months into the year and the story remains similar to the end of the second quarter (Q2). After a disruptive start to the year,
Analyzing the Fed’s Recent Interest Rate Cut
On September 17, the Federal Reserve announced a 25-basis point (bp) interest rate cut, in-line with market expectations while describing the decision as a “risk
When to Invest
When working with our clients, one of the most common questions we face in portfolio management is: when is the right time to invest? Whether
TEAM NEWS
JNBA CEO Richard S. Brown Named to Barron’s Top 100 Independent Financial Advisor for 11th Year in a Row
We’re delighted to share that Barron’s has named JNBA’s CEO and Chairman Richard S. Brown to its list of the Top 100 Independent Advisors in the
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
