Market Update — Global Divergences

We’re experiencing a large global market divergence, in which the U.S. market has continued higher, while much of the rest of the world has struggled. In the past, we’ve talked about the importance of markets moving up together. Today, the markets are certainly not moving up together, and historically, that has posed risks for equities.… Read more »

Financial Planning Before Transitioning Careers

Changing careers and the financial preparations beforehand can be complex, no matter if planned or unexpected. JNBA can help guide you on a number of key activities during the career transition process, organized by the six core areas of financial planning: financial position, retirement planning, investment planning, risk management, estate planning, and tax planning. If you’re… Read more »

2018 Mid-Year Market Update

Be sure to check out our latest video where John Foster, Senior Advisor and Member of JNBA’s Investment Committee, explains key drivers in our market outlook for the balance of 2018. Included are perspectives on yield curves, interest rates, manufacturing momentum, earning expectations, and the seasonality of mid-term election years. Be sure to reach out… Read more »

Market Trends in Mid-Term Election Years

The quote “History doesn’t repeat itself, but it does rhyme” is credited to Mark Twain — although there is no evidence that he ever said it. The same can often be said of market cycles.  Since 1900, mid-term election years have had the worst median performance of any year in the four year presidential cycle… Read more »

2018 JNBA Tax Update Webinar

The 2018 JNBA Tax Update webinar recording is now available. This webinar includes important information from a panel of tax professionals who share key changes of the Tax Cut and Jobs Act of 2017 going into effect this year. FOR INDIVIDUALS & FAMILIES: The information covered is especially valuable for individuals and families who are interested in… Read more »

2018 Tax Reminders

Please note that due to the observed Emancipation Day holiday on Monday, April 16, this year’s tax filing deadline has been moved to Tuesday, April 17.   1099 Delivery Reminders As a reminder, realized gain/loss (cost basis) as well as management fee information is included on your 1099 coming directly from TD Ameritrade. Please provide… Read more »

Advisor Associate Christopher Mastley provides insights you need to complete financial obligations for year end

Year-End Checklist

 End of Year Financial Checklist While many are thinking about the start of the holiday season, at JNBA we are gearing up for end-of-year planning.  Check out the video below for some key things to know, then go to our more comprehensive financial checklist. Both will help guide you through some key year-end considerations. Check… Read more »

John Foster on WCCO’s News & Views with Roshini Rajkumar

JNBA’s John Foster joined WCCO’s Roshini Rajkumar on her News & Views show Sunday. See the podcast to learn more about the impact emotions can have on personal financial decisions, year end considerations and more! Catch the entire segment on the News & Views podcast that can be found at http://minnesota.cbslocal.com/audio/news-and-views-with-roshini-rajkumar/   Due to various factors,… Read more »