FINANCIAL LIFE PLANNING INSIGHTS
2024 Tax Season Reminders
As we prepare for the upcoming tax filing season, here are a few reminders: 1099 Delivery Reminders Most Schwab 1099s should be available online by
Navigating the Loss of a Spouse: Taking Steps Today to Prepare
Losing a spouse can be one of life’s most emotional and traumatic transitions. Whether by the progression of an unfortunate diagnosis or through an unexpected
SECURE 2.0 Changes for 2025
At the end of 2022 and early 2023, there was plenty of buzz surrounding the omnibus spending legislation more commonly known as SECURE 2.0, which
INVESTMENT INSIGHTS
February 2025 Portfolio Update
2025 is off to a busy start with investors digesting updated earnings results, recent actions taken by the new administration, new economic data, and potentially
Investment Committee Video Discussion: 2025 Outlook
2024 brought us rising yields, a strong dollar, and a headline-grabbing presidential election. How do these events, along with other key factors, guide investment strategies
After another strong year, what’s next for 2025 and beyond?
We entered 2024 on a high note, with the S&P 500 at all-time highs and the Fed holding rates steady for the preceding five months
TEAM NEWS
Barron’s Names JNBA Financial Advisors CEO, Richard S. Brown, a Top 100 Independent Financial Advisor for 10th Consecutive Year
As we celebrate JNBA’s 45th year in business, we are excited to share that for the tenth year in a row, Barron’s has named CEO
A Visionary Approach to Client Success: JNBA Financial Advisors CEO Richard S. Brown Named to Barron’s List of the Country’s Top 1,200 Financial Advisors for 15th Consecutive Year
In a world where adhering to the status quo often feels like the norm, it’s a rarity to encounter a financial advisor who dares to
Barron’s Top 100 Independent Advisor: CEO Richard Brown and JNBA named to national list.
Barron’s has named JNBA Financial Advisors’ CEO Richard S. Brown on its list of Top 100 Independent Advisors in the country. This is the ninth consecutive
