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Advice Driven by Advocacy®
As your advocate, we focus on achieving your goals above all else. We take time to understand your pain points, passions, principles, and pursuits. We use this knowledge to develop custom, actionable, and efficient strategies to drive progress toward your goals. The result? Ongoing communication, collaboration with other trusted advisors, and a custom, focused plan to help you arrive at your personal financial destination – wherever that may be.
Recent Insights
The Market’s Balancing Act
As the third quarter draws to a close, investors are navigating a market shaped by competing forces. Corporate earnings remain remarkably strong, economic growth has
JNBA Chairman and CEO Richard S. Brown Named to Barron’s Top 100 Independent Advisors List for 12th Year in a Row
We’re excited to share that Barron’s has named JNBA’s Chairman and CEO Richard S. Brown to its list of the Top 100 Independent Advisors in
How to Calculate Your Required Minimum Distribution & Answers to Common Questions
If you own a retirement account, chances are you’ve already encountered the term “required minimum distribution” or RMD. However, familiarity with the basics doesn’t always
Continued Strength
Following last quarter’s blockbuster earnings season, U.S. corporations delivered another quarter of exceptionally strong results. With nearly all S&P 500 constituents having reported results, over