How to maximize Give to the Max Day

Earlier this year, we blogged about the importance of creating a lasting and impactful charitable giving plan. In Minnesota, there’s one day devoted to putting that plan into action: Give to the Max Day. It seems like the entire state turns its attention to charitable giving on our “online giving holiday,” which lands on November… Read more »

Open Enrollment – Benefits Reminders

For many working individuals, open enrollment season is here again and that provides opportunity to confirm and enhance your benefit elections for the coming year. If you experienced life changes or transitions in 2019 (e.g., getting married) or if you are planning for a big event in 2020 (e.g., having a baby), it is especially… Read more »

Quarter End Recap

Despite a serious bout of market turbulence and an inversion of the yield curve, stocks held onto their best year-to-date gains in over two decades during the 3rd quarter. Lower interest rates supported modest gains for many asset classes – even as weakness in global manufacturing spilled into the U.S. Some of this weaker data… Read more »

Testing New JNBA Business Hours

This October we are trying something new. Based on current scheduled meeting trends and an effort to give our team flexibility in helping best service clients, which can sometimes happen outside of regular core business hours, we are testing modified hours beginning Monday, October 14. 8:30 a.m. – 4:30 p.m. Monday through Thursday 8:30 a.m.… Read more »

JNBA Financial Advisors’ Richard S. Brown only Minnesotan on Barron’s Top 100 Independent Wealth Advisors list, ranked 46th nationally

JNBA Financial Advisors’ CEO Richard S. Brown has been honored by Barron’s on its list of the Top 100 Independent Wealth Advisors of 2019. JNBA is the only Minnesota financial advisory firm on the list, with Richard ranking 46th nationally, up from 47th last year. This is the fifth consecutive year Richard and JNBA have… Read more »