Podcast: New-Year Market Update

The new year is less than two weeks old, and it’s already brought with it major and unprecedented news – from the Georgia run-off election to the unrest in Washington, D.C. and the ongoing global pandemic. In our first podcast of 2021, recorded on January 11, JNBA Chairman and CEO Richard S. Brown and Director… Read more »

Podcast: 2020 Markets Review/2021 Preview

From the pandemic to a summer of civil unrest to the contentious election, we’re all keenly aware that 2020 has been a constant barrage of uncertainty and volatility. In our final podcast of the year, JNBA Chairman and CEO Richard Brown and Director of Investment Management David Webb take a look back at how those… Read more »

The 2021 Numbers to Know: IRA/Retirement Plan Contribution Changes, Medicare Premiums, and Social Security Cost of Living Adjustments

As a new year quickly approaches, now is a good time to review the upcoming changes across several areas that affect financial planning. IRA and retirement plan contribution limits, Medicare premiums, and Social Security cost of living adjustments are all experiencing changes for the 2021 calendar year. We have compiled the specifics here to help… Read more »

Year-End Tax Planning 2020

The start of the holiday season also marks the beginning of year-end planning at JNBA. Here are a few key planning items to consider prior to the end of 2020. Investment Portfolio Review The end of the year is a great time to look at your investment and retirement accounts to better understand how they… Read more »

Q4 2020 Economic and Market Update

Following a period of nervousness ahead of the presidential election, investors jumped back into stocks with both feet. Initially as the voting results were being tallied, it became clear that a divided government would be far less likely to implement any major tax changes. Investors subsequently received promising news from multiple healthcare firms working on… Read more »

Executive Corner

As we enter into the holiday season, I think it’s safe to say things look very different than holidays past. It’s been a challenging year. Tough times, sadness, and disappointment come to all of us in life, but 2020 has thrown us a powerful curve ball. COVID-19 has taken from us. We are all impacted… Read more »

Post-Election Market Update

The S&P 500 surged over 7% last week in its best week since April, and the rally continued into this week with Monday’s announcement of a promising vaccine from Pfizer. In recent history, markets more or less have done well following elections regardless of who wins. As such, we quickly positioned portfolios a bit more aggressively during… Read more »