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 »

President Kim Brown is actively involved in the asset management and comprehensive planning process for every client.

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 »

JNBA Financial Advisors Named to Financial Times FT300

MINNEAPOLIS (June 18, 2015) — For the second consecutive year, the Financial Times has named JNBA Financial Advisors to its 300 Top Registered Investment Advisers list, which included the review of more than 2,000 independent Registered Investment Advisory (RIA) firms across the country with $300 million or more in assets under management (AUM). The Financial… Read more »