November 12, 2020
With year-end in sight and the holiday season soon upon us, we are reminded of the value of giving. In Minnesota, we have an entire holiday devoted to supporting the causes that mean the most to us: Give to the Max Day, which has become Minnesota’s annual giving holiday. This year will mark the twelfth… Read more »
November 10, 2020
For many working individuals, open enrollment season is here again, and that provides opportunity to confirm and enhance your benefit elections for the coming year. If you experienced life changes or transitions in 2020 (e.g., getting married) or if you are planning for a big event in 2021 (e.g., having a baby), it is especially… Read more »
November 10, 2020
As the end of the year approaches and the annual Medicare open enrollment period begins, it is time to review your current Medicare coverage and determine if any adjustments need to be made. Most people will only make changes due to an increase in premiums or co-pay amounts, but there may be other reasons to… Read more »
November 4, 2020
As expected, this presidential race has come down to the wire and is much tighter than pre-election polling suggested. Due to record voter participation, combined with the strength of mail-in voting due to concerns over social crowding at polling sites, the tabulation of all votes will continue through this week. While more likely will be… Read more »
October 29, 2020
As we continue to explore the value of an advisor through this series of blog posts, we wanted to address financial life planning and the value this can bring to a relationship. The value of comprehensive wealth management can be difficult to quantify. The research conducted on this topic has resulted in different outcomes. For… Read more »
October 9, 2020
As we move closer and closer to the November 3 elections, JNBA’s Investment Committee continues to monitor the economic news and market behavior closely. JNBA President Kim Brown and Director of Investment Management David Webb discuss the most notable activity over the past quarter in a new podcast episode recorded on October 7. In the… Read more »
October 9, 2020
If you’ve been giving more thought lately to how your investments can align with your values, you’re not alone. An increasing number of people are participating in socially responsible investing, also known as Environmental, Social, and Governance (ESG) investing, as they desire to make a positive impact in the world. ESG investing is based upon… Read more »
October 1, 2020
As we continue our series on the value that financial advisors provide to individuals and families, we’d like to explore various advantages of withdrawal strategies. As wealth is accumulated and you start to plan to live on the money you have saved over your working years, there can be tremendous value in a well-defined and… Read more »
September 23, 2020
This time of uncertainty and volatility has compelled us, like so many other companies, to really look at who we are and why we do what we do. As we’ve been taking a deeper dive into how effectively we’ve been living our “why,” as Simon Sinek likes to say, it’s crystal clear that it’s our… Read more »
September 23, 2020
While presidential elections often create dynamic markets, this year investors are navigating particularly choppy waters as the pandemic adds an unprecedented level of volatility. When you add COVID-19 and the election together, what could that uncertainty mean for portfolios for the rest of the year? JNBA CEO and Chairman Richard S. Brown and Senior Advisor/Investment… Read more »