August 6, 2018
Changing careers and the financial preparations beforehand can be complex, no matter if planned or unexpected. JNBA can help guide you on a number of key activities during the career transition process, organized by the six core areas of financial planning: financial position, retirement planning, investment planning, risk management, estate planning, and tax planning. If you’re… Read more »
August 1, 2018
Be sure to check out our latest video where John Foster, Senior Advisor and Member of JNBA’s Investment Committee, explains key drivers in our market outlook for the balance of 2018. Included are perspectives on yield curves, interest rates, manufacturing momentum, earning expectations, and the seasonality of mid-term election years. Be sure to reach out… Read more »
June 29, 2018
Correlation is generally defined in the investment world as a statistic that measures the degree to which assets change in value relative to one another. However, diversification is a methodology practiced to reduce risk within a portfolio by combining assets (or investments) that have low correlations amongst themselves, thereby providing higher expected risk adjusted returns.… Read more »
June 29, 2018
National listing recognizes JNBA’s leadership as an independent firm for fourth year MINNEAPOLIS (June 28, 2018) — Independence has been one of JNBA Financial Advisors’ defining characteristics since its founding nearly 40 years ago, and now, the firm is being recognized once again for its leadership as one of the top independent registered investment advisors… Read more »
May 10, 2018
Estate Planning: Common-Sense Preparation Few of us want to think about end-of-life decisions while we are still living healthy lives, but it’s essential to put an estate plan in place to ensure your personal wishes are honored in the event you are unable to give direction. If you pass away without having proper estate planning… Read more »
May 3, 2018
Are you ready to apply for Social Security? Did you know that according to the Social Security Administration, more than 9 out of 10 individuals age 65 and older receive Social Security benefits? There are some steps to take before taking those benefits, however. Before taking Social Security benefits you’ll need to obtain your Social… Read more »
April 19, 2018
We are extremely proud to announce that JNBA Financial Advisors’ CEO Richard S. Brown has been ranked by Barron’s as Minnesota’s top financial advisor, as well as the top Registered Investment Advisor (RIA) in Minnesota. This marks the ninth consecutive year Richard and JNBA have been named to Barron’s list of the 1,200 top advisors… Read more »
April 12, 2018
Pre-Retirement Checklist: Considerations for Life’s Next Phase Transitioning to retirement can be both exciting and overwhelming, but taking a proactive approach to retirement planning can help ensure you have the means to enjoy what you’ve earned through a lifetime of work. There are many considerations to note – in addition to income – that will… Read more »
April 3, 2018
The quote “History doesn’t repeat itself, but it does rhyme” is credited to Mark Twain — although there is no evidence that he ever said it. The same can often be said of market cycles. Since 1900, mid-term election years have had the worst median performance of any year in the four year presidential cycle… Read more »
February 28, 2018
The 2018 JNBA Tax Update webinar recording is now available. This webinar includes important information from a panel of tax professionals who share key changes of the Tax Cut and Jobs Act of 2017 going into effect this year. FOR INDIVIDUALS & FAMILIES: The information covered is especially valuable for individuals and families who are interested in… Read more »