November 14, 2018
The holiday season can be an inspirational time of year that encourages generosity and giving to charitable organizations in your own community and around the world. Below are a few simple tips to keep in mind if you’re thinking about making charitable contributions prior to year end. Have a gifting strategy. The holidays are not… Read more »
November 13, 2018
Throughout the second half of summer, JNBA’s Investment Committee warned that divergences between U.S. and foreign markets had elevated risks for the possibility of a broad-based market pullback. While U.S. equities ignored these signals through September, they caught up in a hurry in October with the large cap S&P 500 dropping 7% while the small… Read more »
November 9, 2018
We’ve covered a lot of ground in the past few days on our series on negotiating: remove the emotion, be patient and listen, be ready to compromise, and do your homework. My final tip for negotiating: don’t fall in love. The minute you fall in love with a deal, you’re emotionally invested. And do you… Read more »
November 8, 2018
In our series on negotiating, we’ve covered tips like remove the emotion, be patient and listen, and be ready to compromise. Our fourth tip: Do your homework. Know the facts. Negotiating can be stressful and high-stakes – showing up to a conversation poorly prepared isn’t going to help matters. Rather, knowledge is power. Take time… Read more »
November 7, 2018
This week, we’re sharing five tips for negotiating. The third tip: Be ready to compromise. I like to think of negotiations as a win-win proposition: What’s an outcome that will make both parties satisfied? Sure, that may mean you need to compromise on some facets of the deal, but that’s okay. Negotiations are not necessarily… Read more »
November 6, 2018
Welcome back to our five-part series on negotiating. If you missed the first tip, “Remove the emotion,” check it out here. They say patience is a virtue, and I tend to agree – especially when it comes to negotiating. It’s easy to believe that the best negotiators are the most aggressive ones. But sometimes, it… Read more »
November 5, 2018
Negotiating can be a daunting process in almost any circumstance. Whether you’re in negotiations over something fairly straightforward – say, buying a car – or hammering out the terms of a major deal, such as selling your family business, it’s a process few of us are comfortable with handling. And that’s a shame, because there’s… Read more »
November 1, 2018
JNBA’s Kim Brown and Richard S. Brown share what it means to be game changers in the Autumn issue of Artful Living. Thanks to Artful Living magazine for featuring JNBA’s husband-and-wife leaders Kim Brown and Richard Brown (not to mention their dog, Chance) in its latest issue. The magazine highlights the “fierce independence” behind JNBA’s 40-year… Read more »
October 23, 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 »
October 23, 2018
October can be a scary month for all types of reasons: Halloween, dark evenings, ominous clouds, your favorite football team’s hopes crushed, political changes on the horizon, and as has happened many times in the past, market volatility that escalates. On several occasions the JNBA Investment Committee had written and discussed the idea that the… Read more »