What’s a fee-only financial advisor?

Whether you’ve worked with a financial advisor for years, or you’re just beginning your research in finding an advisor, you’ve likely realized that there are many different terms used to describe financial professionals. From fee-only advisors to brokers, from wealth managers to planners, there’s no shortage of terms and descriptors. Unfortunately, the distinctions between the… Read more »

Executive Corner

I hope you are all staying safe and doing the best you can to navigate these interesting and unprecedented times. So much has changed for all of us so quickly, and for me personally, gaining clarity on what I truly value has been a positive. Simplicity is the theme. It’s not a drastic change but… Read more »

Executive Corner

I think it is fair to say that March 2020 brings a whole new meaning to “March Madness,” specifically with the significant moves we are seeing within the markets. Our goal is always to be as proactive as possible with our communications, especially in environments saturated with health threats like coronavirus, as well as election year… Read more »

2019 Year-End Checklist

The start of the holiday season also marks the beginning of year-end planning at JNBA. Here are a few key planning items to consider prior to the end of 2019. Investment Portfolio Review. The end of the year is a great time to look at your investment and retirement accounts to better understand how they… Read more »

Executive Corner

I’ve been thinking a lot about the gardeners in my life. And how grateful I am for them. I’ve also been thinking a lot about the qualities one must possess in order to be a gardener in someone else’s life, or even the lives of many. I know for certain it involves kindness, an irreplaceable… Read more »

Executive Corner

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 »

Four Questions to Ask Your Financial Advisor

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 »

Executive Corner

Not only are we celebrating the arrival of spring, we continue to mark – and celebrate – JNBA’s 40th anniversary, and a few new team members! We had great fun sharing Mother’s Day weekend with Richard’s mom, our Founder, Judith Brown reflecting on what has changed since we opened our doors, and what’s stayed the… Read more »