September 27, 2018
A recent article published by Fox Business reminds us of some basic, yet often overlooked financial planning considerations. From credit scores to savings rates, credit card offers and career advice, it’s a quick list of peruse and consider as 2018 draws to a close. For even more information on some of these important topics, click… Read more »
September 20, 2018
We’re honored to share that Richard Brown, CEO of JNBA Financial Advisors, has been named to the Forbes 2018 Top Wealth Advisors List for the first time. This prestigious list includes 250 of the nation’s leading advisors, with Richard included in the top 100. When Forbes compiles its list of Top Wealth Advisors in the… Read more »
September 19, 2018
We’re experiencing a large global market divergence, in which the U.S. market has continued higher, while much of the rest of the world has struggled. In the past, we’ve talked about the importance of markets moving up together. Today, the markets are certainly not moving up together, and historically, that has posed risks for equities.… Read more »
September 18, 2018
First Prince, now Aretha. Two high-profile yet typically private celebrities who failed to establish estate plans before their deaths place emphasis on an extremely important element of comprehensive financial planning. Why is having an estate plan so important? Here are a couple key reasons: Orderly transfer of assets. Creating an estate plan prompts directives for… Read more »
September 13, 2018
For the fourth year, JNBA Financial Advisors has been named to the Financial Times 300 Top Registered Advisers list. And for the fourth year, all of us at JNBA are extremely proud and honored to receive this recognition. Independence has been at JNBA’s core since it was founded nearly 40 years ago, and to continue… Read more »
September 12, 2018
Financial advisors deliver financial advice – it’s a simple concept at the core of our industry. But what factors and motivations are driving that advice? Typically, the answer varies from financial advisor to financial advisor. I’ve been thinking about that question quite a bit lately, and for JNBA, the answer is clear: advocacy. Our financial… Read more »
September 5, 2018
Finance & Commerce recently announced this year’s list of Top Women in Finance, and JNBA’s president, Kim Brown, is one of the 45 honorees. While this is an amazing honor in and of itself, there’s even more good news to share: As a three-time honoree, Kim is also being inducted into the Top Women in… Read more »
August 6, 2018
Changing careers and the financial preparations beforehand can be complex, no matter if planned or unexpected. JNBA can help guide you on a number of key activities during the career transition process, organized by the six core areas of financial planning: financial position, retirement planning, investment planning, risk management, estate planning, and tax planning. If you’re… Read more »
August 1, 2018
Be sure to check out our latest video where John Foster, Senior Advisor and Member of JNBA’s Investment Committee, explains key drivers in our market outlook for the balance of 2018. Included are perspectives on yield curves, interest rates, manufacturing momentum, earning expectations, and the seasonality of mid-term election years. Be sure to reach out… Read more »
June 29, 2018
Correlation is generally defined in the investment world as a statistic that measures the degree to which assets change in value relative to one another. However, diversification is a methodology practiced to reduce risk within a portfolio by combining assets (or investments) that have low correlations amongst themselves, thereby providing higher expected risk adjusted returns.… Read more »