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 »

Reflecting on 40 Years of Advocacy

 This year marks a major milestone for JNBA Financial Advisors as we celebrate our 40th anniversary. As we reflect on four decades of advocacy on behalf of our clients and look ahead to the future, we’re excited to kick off this anniversary year with our clients, colleagues, and friends. I share more about the… Read more »

Executive Corner

Happy New Year! As JNBA celebrates our 40th year in business in 2019, it’s a perfect opportunity to reflect about where we’ve been, where we are, and, just as important, where we’re going.  Over the holidays, Richard and I sat down with our firm’s founder, Richard’s mother Judi Brown, to get her perspective on JNBA’s early… Read more »