Planning for Every Stage of Life

Financial Planning for Every Stage of Life, from Young Adulthood through Retirement It’s never too early or too late to begin planning your financial future. Whether you’re just starting to build your financial foundation, at the peak of your earning potential, or approaching retirement age, there are several ways you can create healthy financial habits… Read more »

Checklist Resources

Check, check and check: Financial planning checklists for major life events Taking stock of your financial position and future can be overwhelming. That’s why JNBA Financial Advisors has created a series of straightforward financial checklists for those key moments and decisions in your life. The purpose of these checklists is to provide guidance on a… Read more »

Executive Corner – June 2017

There is nothing better than a Minnesota summer and I’m excited it’s almost here. May was a busy month, especially for families that were celebrating graduations. We were one of them, along with many of our clients and friends. Watching my niece graduate from high school had me thinking about so many things, including asking… Read more »

Investment Insights – Bigger Isn’t Always Better

As the stock market has continued its broad-based rise over the past nine years, many investors have favored index-based investing over actively managed strategies. In addition to cost and tax benefits, index investing can help avoid investor biases such as hindsight, herding, overconfidence, and extrapolating. Accordingly, the JNBA Investment Committee utilizes conventional index strategies where… Read more »

Economic & Market Update

What is “Earnings Season?” In finance and economics everything seems to revolve around a quarter. A recurring three-month cycle that companies use to summarize operational results. Earnings season is the time frame, after quarter end, that public companies report financial results to the public ­— a significant period for investors to glean insight about specific… Read more »

Tax Season Reminder

Please note that due to the observed Emancipation Day holiday on Monday, April 17, this year’s tax filing deadline has been moved to Tuesday, April 18. 1099 Delivery Reminders: As a reminder, realized gain/loss (cost basis) as well as management fee information is included on your 1099 coming directly from TD Ameritrade. Please provide your… Read more »

The Quarterly – Executive Corner

For me one of the best things about living in Minnesota is the changing seasons. There is something about seeing the snow melt, buds on the trees, and the daffodils peeking at us that brings me joy. There also seems to be a fresh burst of energy in the air. I know all of us… Read more »