September 15, 2020
At JNBA, we are big believers in the value an advisor can provide to clients. A trusted relationship can produce a rewarding experience and long-term mutual benefits for investors and their advisors and advocates. As we continue our blog series on “The Value of an Advisor,” which highlights what research states are some of the… Read more »
September 2, 2020
While every presidential election sparks considerable discussion about what the upcoming tax and economic climate may look like, this year includes an additional level of uncertainty around the COVID-19 pandemic. In our latest podcast episode, JNBA President Kim Brown talks with David Webb, Director of Investment Management and a leader of the firm’s Investment… Read more »
August 27, 2020
As we enter the back-to-school season, many families are trying to navigate decisions around distance learning, in-person learning, and a hybrid approach from kindergarten all the way through college. The JNBA Financial Planning Committee has provided some reminders for parents and students as you prepare for the upcoming school year. Estate Planning Documents Once… Read more »
August 27, 2020
To our valued clients, I’m certain we have all seen brighter times than we are currently experiencing, which is why I was intrigued when I found a little book recently called “The Persistence of Yellow: Inspiration for Living Brightly.” It has quickly become one of my favorite reads. This book was written as an inspiration… Read more »
August 27, 2020
With millions of lives upended and many households dealing with ongoing disruptions to normal daily life, investors are curious as to how the economic recovery will take shape – especially now that many financial markets have rallied back to pre-virus or even record levels. After the initial surge from pent-up demand and government transfer payments… Read more »
August 27, 2020
It’s difficult to imagine functioning in today’s world without credit. Whether buying a car or purchasing a home, credit has become an integral part of our everyday lives. Having easy access to credit goes hand in hand with having a good credit score, so it’s important to know how to maintain a positive credit score… Read more »
August 20, 2020
The value investors receive when they partner with a financial advisor who is looking out for their best interests cannot be understated. The JNBA team believes deeply in bringing value to each of our client relationships and interactions, and we’ve spent the past 40 years working to make sure our clients get the most out of… Read more »
August 6, 2020
Key Takeaways It will likely take some time before the economy fully heals itself, with debt levels remaining high. The market appears to be currently priced for perfection and is focused on improvements, not challenges. Through ongoing stimulus, the government is keeping this economy – and market – afloat. With the likelihood of ongoing volatility,… Read more »
July 16, 2020
As the coronavirus pandemic continues to evolve and impact all aspects of our lives, it is an ominous reminder of the precarious nature of many Americans’ personal finances. According to a 2017 report by employment website CareerBuilder, 78 percent of American workers say they’re living paycheck to paycheck. As the economy reels from the coronavirus… Read more »
July 10, 2020
While the coronavirus pandemic roller-coaster continues, the markets have seen a significant rebound – in fact, the past 90 days (through the end of June) earned the title “the best quarter since 1998.” What were the events that led to this historic upswing? JNBA Director of Investment Management David Webb and Senior Advisor-Investment Strategist… Read more »