Tax-Loss Harvesting

If we’ve heard it once, we’ve heard it a thousand times: 2018 was an incredibly volatile year. But what you may not have heard is that because of that volatility, we at JNBA doubled down on one of our key approaches – active portfolio review and rebalancing – to do everything in our power to… 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 »

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 »

Five Team Members Receive Five Star Wealth Management Award

We’re honored to share that JNBA’s senior advisory team members have received the Five Star Wealth Manager award for their advocacy to clients, colleagues, and community. The JNBA advisors who received the award include: Richard S. Brown, Chairman & Chief Executive Officer (five-year winner) John Foster, PPC™, Senior Advisor-Investment Strategist (seven-year winner) Michael Bilotta, ChFC®,… Read more »

Important Things to Know About IRAs

An individual retirement account (IRA) allows you to save for retirement with tax-deferred or tax-free growth. You can even control what happens to the IRA after you die. Below are nine questions and answers designed to help you understand how IRAs work. How do you contribute to a regular IRA? You can make annual cash… Read more »

IRA & Retirement Plan Limits for 2019

IRA contribution limits The maximum amount you can contribute to a Traditional IRA or a Roth IRA in 2019 is $6,000 (or 100% of your earned income, if less). This is the first time the contribution limit for IRAs has increased since 2013. The maximum catch-up contribution for those ages 50 or older remains unchanged… Read more »

Nowhere to Run, Nowhere to Hide

Martha and the Vandellas’ hit song from 1965 lamented “Nowhere to run to, baby, nowhere to hide.” In many ways that sentiment sums up the investment climate in 2018 whereby no single asset class has provided a 5% return. The root cause of the malaise is difficult to pin down as global trade seems to… Read more »