March 14, 2019
We’re honored to share that for the third consecutive year, JNBA CEO Richard S. Brown has been ranked by Barron’s as one of the state’s top two financial advisors, appearing on the list as Minnesota’s top independent Registered Investment Advisor (RIA). Also, for the 10th consecutive year, our independent firm has been named to Barron’s… Read more »
March 7, 2019
JNBA Financial Advisors recently participated in the 2019 Polar Plunge to benefit Special Olympics Minnesota, an event that we’ve been a part of for more than a decade. The Polar Plunge is one of my favorite times of year – it’s a cause that’s near and dear to my heart, and luckily, my team here… Read more »
March 6, 2019
Whether you’ve been giving to charity for years or you’re just beginning to consider it, creating a giving plan that matches your values while taking advantage of some unique tax strategies will ensure that your resources make the biggest impact for you and the organizations you care about. Where to Give You likely have causes… Read more »
February 21, 2019
Most psychologists will tell you that people who tell lies generally leave out details, admit to faulty memory, make quick corrections, and keep things short and vague. When markets are trying to tell a fib, often asset class movements don’t work to corroborate the same story. Since the December lows, this seems to be what… Read more »
February 19, 2019
IRA Contributions If you need to confirm your IRA contributions already made for 2018 or are considering moving money from a non-IRA account to an IRA for your 2018 contribution, remember to allow time for processing to meet the April 15 deadline. QCD – Qualified Charitable Distribution If you are over age 70 ½ and… Read more »
February 7, 2019
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 »
January 29, 2019
Each year, many individuals head south to warmer weather in the winter months giving them the opportunity to enjoy the seasons of Minnesota while avoiding the bitter cold that often comes in January, February and March. Here are a few things to consider before you head south for the winter: Estate Documents – if you… Read more »
January 22, 2019
After a volatile end to 2018, how are the markets looking for 2019? Join John Foster, Senior Advisor-Investment Strategist, as he offers a recap of the markets in 2018, as well as the JNBA Investment Committee’s view of the current investment climate, and the outlook for 2019. Topics covered include: 2018 Recap Reversal of Central Bank Policies… Read more »
January 16, 2019
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 »
January 16, 2019
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 »