Planning Opportunities to Help Manage Inflation and Interest Rate Increases
The Federal Reserve raised interest rates by 0.75% last week in their effort to keep inflation at bay. With inflation running hot, many people are wondering how this affects their financial life other than at the pump and grocery store. One possible step to help you take control in this environment is to focus on […]
The Value of an Advisor: 2021 Update
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 […]
The Value of an Advisor: A Case Study
Through a series of blog posts over the past few months, we have shared the many ways a financial advisor can add value to your financial life above and beyond the returns your portfolio will generate. We discussed many strategies and ideas around how this value can be realized and also wanted to share an […]
Who Do You Rely on for Financial Advice?
Who do you turn to when you need financial advice? According to a recent survey by the National Financial Educators Council (NFEC), more Americans (40 percent) rely on parents, family members, friends, or coworkers for financial guidance than turn to financial professionals (36 percent). “When people have trusted professionals to whom they can turn when […]
The Value of an Advisor: Financial Life Planning
As we continue to explore the value of an advisor through this series of blog posts, we wanted to address financial life planning and the value this can bring to a relationship. The value of comprehensive wealth management can be difficult to quantify. The research conducted on this topic has resulted in different outcomes. For […]
The Value of an Advisor: Withdrawal Strategies
As we continue our series on the value that financial advisors provide to individuals and families, we’d like to explore various advantages of withdrawal strategies. As wealth is accumulated and you start to plan to live on the money you have saved over your working years, there can be tremendous value in a well-defined and […]
The Value of an Advisor: Portfolio Construction
At JNBA, we are big believers in the value an advisor can provide to clients. A trusted relationship can produce a rewarding experience and long-term mutual benefits for investors and their advisors and advocates. As we continue our blog series on “The Value of an Advisor,” which highlights what research states are some of the […]
The Value of an Advisor: Guidance & Confidence
The value investors receive when they partner with a financial advisor who is looking out for their best interests cannot be understated. The JNBA team believes deeply in bringing value to each of our client relationships and interactions, and we’ve spent the past 40 years working to make sure our clients get the most out of […]
Podcast: Executive Planning Opportunities During Employment Transitions
COVID-19 has created a lot of change for many individuals and families. For some, this has meant a change to employment, the role within the company or possibly a change to their compensation package. Executives may be faced with the decision of taking a severance package, an early retirement package or a reduction in […]
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 […]
