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Advice Driven by Advocacy.®
In life, no one has all the right answers. That’s just a fact. We navigate our decisions based on what feels best and makes the most sense to us. That’s simply human nature. In reflecting upon our 43-year history and the numerous bull and bear markets we’ve navigated, we know this to be true: bears...
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Fraudsters are getting smarter, but the good news is there are techniques you can practice and technology resources you can use to be in greater control of protecting your information. We’re in the business of caring for and protecting people’s confidentiality, and, as a result, we are hyper-aware of potential privacy pitfalls. At JNBA, we...
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 As we wrap-up the 2021 tax season, you may have heard stories from friends or coworkers about an unexpected tax bill. Or maybe you yourself were surprised after meeting with your tax professional. Sometimes there are unavoidable tax events like selling a business, property, or receiving a payout or unexpected bonus from your company....
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May I ask you a question? That’s a phrase that is not unfamiliar to me. I am by nature an extremely curious person. And over my lifetime, on both a personal and professional level, curiosity has served me very well. And interestingly enough, curiosity has become one of our most reliable and effective tools in...
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If you’ve been considering working with a financial advisor but haven’t moved forward, there’s no time like the present. Over our firm’s 44-year history, we believe our clients have experienced first-hand just how beneficial working with a financial advisor can be. The relationship often begins when an individual or family determines that they could benefit...
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At JNBA, we’re confident that one of the major reasons our independent fee-only firm has thrived over the past four decades is the value we provide to our clients. We are dedicated to being our clients’ irreplaceable partners — since we started tracking in 2001, we’ve earned a 97% client retention rate. And we’re continually...
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While the last two years have brought a lot of change to our lives, not everything is that different. I still love a great conversation catching up over a cup a coffee in person. At the same time, I’ve learned to greatly appreciate the ease of connecting almost instantly with a colleague or our grandkids...
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On November 18, 2021, Minnesota will celebrate its annual giving holiday, Give to the Max Day (GTMD). In the 12 years since Give to the Max was started by giving website GiveMN.org, donors have given over $200 million to more than 10,000 nonprofits on this day. Donating on Give to the Max Day is a...
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At JNBA, we focus on helping our clients navigate through life’s biggest moments. And there are few moments bigger – or more complicated – for families than the college-prep journey. Helping your high schooler find, get into, and pay for the right college can be frustrating, time-consuming, and expensive. But it doesn’t have to be....
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I hope this finds you well and enjoying these final days of summer. It’s been beautiful in Minnesota making it hard to believe Labor Day is at our doorstep. Over the summer our team has been busy (and growing!) as we welcomed four new team members: Haley, Derek, Josh, and Courtney. We are very excited...
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