November 24, 2020
Following a period of nervousness ahead of the presidential election, investors jumped back into stocks with both feet. Initially as the voting results were being tallied, it became clear that a divided government would be far less likely to implement any major tax changes. Investors subsequently received promising news from multiple healthcare firms working on… Read more »
November 24, 2020
As we enter into the holiday season, I think it’s safe to say things look very different than holidays past. It’s been a challenging year. Tough times, sadness, and disappointment come to all of us in life, but 2020 has thrown us a powerful curve ball. COVID-19 has taken from us. We are all impacted… Read more »
November 12, 2020
The S&P 500 surged over 7% last week in its best week since April, and the rally continued into this week with Monday’s announcement of a promising vaccine from Pfizer. In recent history, markets more or less have done well following elections regardless of who wins. As such, we quickly positioned portfolios a bit more aggressively during… Read more »
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 »