February 19, 2019
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 »
February 7, 2019
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 »
January 29, 2019
Each year, many individuals head south to warmer weather in the winter months giving them the opportunity to enjoy the seasons of Minnesota while avoiding the bitter cold that often comes in January, February and March. Here are a few things to consider before you head south for the winter: Estate Documents – if you… Read more »
January 22, 2019
After a volatile end to 2018, how are the markets looking for 2019? Join John Foster, Senior Advisor-Investment Strategist, as he offers a recap of the markets in 2018, as well as the JNBA Investment Committee’s view of the current investment climate, and the outlook for 2019. Topics covered include: 2018 Recap Reversal of Central Bank Policies… Read more »
January 16, 2019
This year marks a major milestone for JNBA Financial Advisors as we celebrate our 40th anniversary. As we reflect on four decades of advocacy on behalf of our clients and look ahead to the future, we’re excited to kick off this anniversary year with our clients, colleagues, and friends. I share more about the… Read more »
January 16, 2019
What a Difference a Year Makes Our 2017 year-end review was highlighted by low volatility and above-average returns for most all asset classes. In sharp contrast, 2018 was a year in which essentially zero asset classes advanced. No major asset class gained more than 5 percent for the first time since at least 1972. Stocks… Read more »
January 16, 2019
Happy New Year! As JNBA celebrates our 40th year in business in 2019, it’s a perfect opportunity to reflect about where we’ve been, where we are, and, just as important, where we’re going. Over the holidays, Richard and I sat down with our firm’s founder, Richard’s mother Judi Brown, to get her perspective on JNBA’s early… Read more »
January 15, 2019
We’re honored to share that JNBA’s senior advisory team members have received the Five Star Wealth Manager award for their advocacy to clients, colleagues, and community. The JNBA advisors who received the award include: Richard S. Brown, Chairman & Chief Executive Officer (five-year winner) John Foster, PPC™, Senior Advisor-Investment Strategist (seven-year winner) Michael Bilotta, ChFC®,… Read more »
December 20, 2018
An individual retirement account (IRA) allows you to save for retirement with tax-deferred or tax-free growth. You can even control what happens to the IRA after you die. Below are nine questions and answers designed to help you understand how IRAs work. How do you contribute to a regular IRA? You can make annual cash… Read more »
December 17, 2018
IRA contribution limits The maximum amount you can contribute to a Traditional IRA or a Roth IRA in 2019 is $6,000 (or 100% of your earned income, if less). This is the first time the contribution limit for IRAs has increased since 2013. The maximum catch-up contribution for those ages 50 or older remains unchanged… Read more »