FINANCIAL LIFE PLANNING INSIGHTS
Documents to Keep
As spring emerges, it’s not just our homes that could use a thorough cleaning – our financial spaces could benefit from a tidy-up, too. This
Tax Season Reminders
As we prepare for the upcoming tax filing season, here are a few reminders: 1099 DELIVERY REMINDERS Most TD Ameritrade and Schwab 1099s should be
What to Expect when You’re Expecting a New Teen Driver
If you have a new driver in your family, you know how excited they are to (finally) get their driver’s license. While they may feel
INVESTMENT INSIGHTS
Portfolio Construction: Core vs. Tactical
At JNBA, when we construct client portfolios, our focus is always on the long-term financial plan. We recognize that each client has unique circumstances, timelines,
Investment Committee Video Discussion: Charting the Financial Course in 2024
Navigating Financial Insights, Emerging Trends, and Market Dynamics on our Video Podcast Series Members of the JNBA Investment Committee unravel the unexpected twists of 2023
With 2023 almost in the rearview mirror, what could lie ahead in 2024?
We entered 2023 following a historic year that saw negative returns for both equity and fixed income markets for the first time ever. The S&P
TEAM NEWS
Barron’s Top 100 Independent Advisor: CEO Richard Brown and JNBA rank as top Minnesota-based firm on the national list.
Barron’s has named JNBA Financial Advisors’ CEO Richard S. Brown on its list of Top 100 Independent Advisors in the country. This is the ninth consecutive
JNBA Named One of the Best Places to Work for the Third Consecutive Year
We’re excited to announce that JNBA Financial Advisors has been named to Minneapolis/St. Paul Business Journal’s Best Places to Work 2023 honoree list in the
Twin Cities Business Names Kim Brown to 2023 List of Notable Women in Wealth Management
Congratulations to Kim Brown on being named one of 2023’s Notable Women in Wealth Management by Twin Cities Business Magazine. In the roster of 13 women, each