August 8, 2019
After a brief lull in market activity, stock volatility returned with a vengeance last week as equity markets finished with their worst five-day performance since last December. Monday’s market drop made it six days in a row with losses, and many investors are rightfully scratching their heads wondering what could have changed so much over… Read more »
August 8, 2019
With the 2019-2020 academic school year around the corner, the JNBA Financial Planning Committee wanted to provide some reminders for parents and students as you prepare for the upcoming school year. Estate Planning Documents Once a student turns 18 years old, it is important for them to have documents in place that will allow a… Read more »
August 8, 2019
Nowadays, humans pose an even higher risk to an organization’s cybersecurity defense than software flaws and vulnerabilities. Luckily, common sense thinking can be more effective against cyber criminals than sophisticated tools. Here are 10 cybersecurity tips to help protect yourself and your organization from security threats. 1. Be cautious with links and attachments in emails.… Read more »
August 8, 2019
There is a lot to be said about the benefit of setting a goal. Who hasn’t made a mental note to exercise a little more, get a bit more sleep, or be more present in your day for loved ones? I know I have! What often times gets overlooked is that those three mental notes,… Read more »
August 1, 2019
While there have been many times in my life when I have felt tremendous joy and pride, whenever I’m asked for the one thing I’m most proud about, I never hesitate sharing my favorite response. My Scouting experience – which led to me to become an Eagle Scout, the highest and most prestigious rank in… Read more »
July 29, 2019
Across the country, many people went into this year’s tax season with one big question in mind: How will the new tax law affect me? It was a tax season for the history books, as the Tax Cuts and Jobs Act (TCJA), which passed in December 2017, made fundamental changes to the U.S. tax code,… Read more »
July 23, 2019
Last year was characterized by central banks raising interest rates and tightening liquidity which caused essentially all asset classes to decline. As promises of rate increases have dramatically shifted to expectations of rate cuts this year, virtually all asset classes have reversed course. Stocks, bonds, and commodities have all rallied, making this year the opposite… Read more »
July 15, 2019
JNBA’s Chairman and CEO Richard S. Brown has been named a finalist in the 2019 Invest in Others Awards, which recognizes the charitable work of financial advisors in communities across the country and around the world. He is one of three finalists for the Global Impact Award for his work with the Starkey Hearing Foundation.… Read more »
July 11, 2019
Health Savings Accounts (HSAs) provide a way to save for medical expenses when your health insurance is a high deductible plan. Money you save into a Health Savings Account is pre-tax, meaning you won’t pay taxes on the amount you put into it, and when the funds are used for qualified medical expenses, you won’t… Read more »
July 8, 2019
It can be quite a journey to find the right financial advisor for your specific situation, but the time and energy you devote to the search can pay off in a big way. After all, you’re looking for a partner and advocate to help you plan for some of the most important milestones there are:… Read more »