The Value of an Advisor: Portfolio Construction

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 »

Podcast: Taxes, the Economy and the Elections

  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 »

Back-to-School

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 »

Executive Corner

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 »

Economic & Market Update

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 »

Mid-Year Market Outlook

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 »

Podcast: History-Making Second Quarter

  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 »