July 27, 2017
Last week, JNBA’s Operations and Compliance Manager, Larry Becker, had the opportunity to visit New York City with the recipients of the 5th Annual TD Ameritrade Institutional Generation Next Scholarship and Grants program. The NextGen Scholarship and Grants Program is designed to promote careers in financial planning and attract top young talent to the industry.… Read more »
July 19, 2017
Financial Planning for Every Stage of Life, from Young Adulthood through Retirement It’s never too early or too late to begin planning your financial future. Whether you’re just starting to build your financial foundation, at the peak of your earning potential, or approaching retirement age, there are several ways you can create healthy financial habits… Read more »
July 11, 2017
Check, check and check: Financial planning checklists for major life events Taking stock of your financial position and future can be overwhelming. That’s why JNBA Financial Advisors has created a series of straightforward financial checklists for those key moments and decisions in your life. The purpose of these checklists is to provide guidance on a… Read more »
June 15, 2017
There is nothing better than a Minnesota summer and I’m excited it’s almost here. May was a busy month, especially for families that were celebrating graduations. We were one of them, along with many of our clients and friends. Watching my niece graduate from high school had me thinking about so many things, including asking… Read more »
June 15, 2017
As the stock market has continued its broad-based rise over the past nine years, many investors have favored index-based investing over actively managed strategies. In addition to cost and tax benefits, index investing can help avoid investor biases such as hindsight, herding, overconfidence, and extrapolating. Accordingly, the JNBA Investment Committee utilizes conventional index strategies where… Read more »
April 5, 2017
Barron’s Ranks JNBA Financial Advisors Second on List of Top Minnesota Advisors; Ranked Top RIA in State for Third Year Bloomington Firm Also Named to List of 1,200 Top Advisors Nationally for Eighth Year MINNEAPOLIS (March 16, 2017) — JNBA Financial Advisors’ CEO Richard S. Brown has been ranked by Barron’s as one of Minnesota’s… Read more »
April 5, 2017
What is “Earnings Season?” In finance and economics everything seems to revolve around a quarter. A recurring three-month cycle that companies use to summarize operational results. Earnings season is the time frame, after quarter end, that public companies report financial results to the public — a significant period for investors to glean insight about specific… Read more »
April 5, 2017
Please note that due to the observed Emancipation Day holiday on Monday, April 17, this year’s tax filing deadline has been moved to Tuesday, April 18. 1099 Delivery Reminders: As a reminder, realized gain/loss (cost basis) as well as management fee information is included on your 1099 coming directly from TD Ameritrade. Please provide your… Read more »
April 5, 2017
For me one of the best things about living in Minnesota is the changing seasons. There is something about seeing the snow melt, buds on the trees, and the daffodils peeking at us that brings me joy. There also seems to be a fresh burst of energy in the air. I know all of us… Read more »
June 29, 2015
Global markets sold off in the wake of the unraveling crisis in Greece as concerns over the value of global debt rippled into investors dumping riskier assets such as stocks.