Economic & Market Update

After a brief lull in market activity, stock volatility returned with a vengeance last week as equity markets finished with their worst five-day performance since last December. Monday’s market drop made it six days in a row with losses, and many investors are rightfully scratching their heads wondering what could have changed so much over… Read more »

Back to School Checklist

With the 2019-2020 academic school year around the corner, the JNBA Financial Planning Committee wanted to provide some reminders for parents and students as you prepare for the upcoming school year. Estate Planning Documents Once a student turns 18 years old, it is important for them to have documents in place that will allow a… Read more »

Cybersecurity – Top 10 Tips

Nowadays, humans pose an even higher risk to an organization’s cybersecurity defense than software flaws and vulnerabilities. Luckily, common sense thinking can be more effective against cyber criminals than sophisticated tools. Here are 10 cybersecurity tips to help protect yourself and your organization from security threats. 1. Be cautious with links and attachments in emails.… 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 »

Underperforming holdings: Hold or sell?

If you’ve invested in the stock and bond market for any amount of time, you’ve likely experienced one or two of your investment holdings losing value over some time period. Occasionally these holdings bounce back quickly, but not always. If some of your holdings seem to be lagging behind others or underperforming the market in… 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 »

Economic & Market Update

Since hitting all-time highs at the end of April, U.S. stocks have quickly retreated in May, losing 4.5% from their record peak. Meanwhile, global stocks are down in lockstep from their April highs. How fast narratives change! Last fall, investors were becoming more optimistic that a favorable trade deal might get done and fretted about… Read more »

Economic & Market Update

What a Difference a Year Makes Our 2017 year-end review was highlighted by low volatility and above-average returns for most all asset classes. In sharp contrast, 2018 was a year in which essentially zero asset classes advanced. No major asset class gained more than 5 percent for the first time since at least 1972. Stocks… 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 »

Executive Corner

Financial advisors deliver financial advice – it’s a simple concept at the core of our industry. But what factors and motivations are driving that advice? Typically, the answer varies from financial advisor to financial advisor. I’ve been thinking about that question quite a bit lately, and for JNBA, the answer is clear: advocacy. Our financial… Read more »