Underperforming holdings: Hold or sell?

If you’ve invested in the stock and bond market for any amount of time, you’ve likely experienced one or two of your investment holdings losing value over some time period. Occasionally these holdings bounce back quickly, but not always. If some of your holdings seem to be lagging behind others or underperforming the market in… Read more »

Executive Corner

Not only are we celebrating the arrival of spring, we continue to mark – and celebrate – JNBA’s 40th anniversary, and a few new team members! We had great fun sharing Mother’s Day weekend with Richard’s mom, our Founder, Judith Brown reflecting on what has changed since we opened our doors, and what’s stayed the… Read more »

Economic & Market Update

Since hitting all-time highs at the end of April, U.S. stocks have quickly retreated in May, losing 4.5% from their record peak. Meanwhile, global stocks are down in lockstep from their April highs. How fast narratives change! Last fall, investors were becoming more optimistic that a favorable trade deal might get done and fretted about… Read more »

Barron’s Names Richard S. Brown and JNBA Financial Advisors One of the Top Two Advisors in Minnesota for Third Year in a Row

We’re honored to share that for the third consecutive year, JNBA CEO Richard S. Brown has been ranked by Barron’s as one of the state’s top two financial advisors, appearing on the list as Minnesota’s top independent Registered Investment Advisor (RIA). Also, for the 10th consecutive year, our independent firm has been named to Barron’s… Read more »

Polar Plunge 2019: Thank you to our supporters!

JNBA Financial Advisors recently participated in the 2019 Polar Plunge to benefit Special Olympics Minnesota, an event that we’ve been a part of for more than a decade. The Polar Plunge is one of my favorite times of year – it’s a cause that’s near and dear to my heart, and luckily, my team here… Read more »

Market Update: Who’s Telling the Truth?

Most psychologists will tell you that people who tell lies generally leave out details, admit to faulty memory, make quick corrections, and keep things short and vague. When markets are trying to tell a fib, often asset class movements don’t work to corroborate the same story. Since the December lows, this seems to be what… Read more »

2018 Tax Filing Reminders

IRA Contributions If you need to confirm your IRA contributions already made for 2018 or are considering moving money from a non-IRA account to an IRA for your 2018 contribution, remember to allow time for processing to meet the April 15 deadline. QCD – Qualified Charitable Distribution If you are over age 70 ½ and… Read more »

Tax-Loss Harvesting

If we’ve heard it once, we’ve heard it a thousand times: 2018 was an incredibly volatile year. But what you may not have heard is that because of that volatility, we at JNBA doubled down on one of our key approaches – active portfolio review and rebalancing – to do everything in our power to… Read more »