JNBA Financial Advisors' Insights
FINANCIAL LIFE PLANNING INSIGHTS
Navigating Open Enrollment for 2026
As we enter open enrollment season, it’s easy to fall into the habit of simply renewing last year’s elections. However, open enrollment is an excellent
Year-End Charitable Giving Considerations
As 2025 draws to a close and the charitable “Giving Season” begins, many individuals and families are reflecting on how they can best support the
2025 Year-End Tax Planning: Key Opportunities Under the “One Big Beautiful Bill”
The recently passed One Big Beautiful Bill Act (OBBBA) marks one of the most comprehensive tax reform packages in recent years—introducing a wide range of
INVESTMENT INSIGHTS
The benefits of JNBA’s Investment Committee
When it comes to managing finances, one thing that frequently gets overlooked is how many different and competing emotions can factor into the process. Money
Market Indicators in Q4 2025 and Beyond
During the 2025 federal government shutdown, economic data reports were not available. These reports, including U.S. Employment Report, Jobless Claims and U.S. Home Sales, are
What Rate Cuts Mean
At the end of October, Federal Reserve Chair Jerome Powell announced a 25-basis point (bp) cut to interest rates, following a 25bp cut in September.
TEAM NEWS
JNBA CEO Richard S. Brown Named to Barron’s Top 100 Independent Financial Advisor for 11th Year in a Row
We’re delighted to share that Barron’s has named JNBA’s CEO and Chairman Richard S. Brown to its list of the Top 100 Independent Advisors in the
Forbes Names JNBA Chairman and CEO Richard S. Brown to Best-in-State Wealth Advisors List in Minnesota
We’re excited to share that for the second year in a row, JNBA Financial Advisors Chairman and CEO Richard S. Brown has been named as
Barron’s Names Richard S. Brown to List of Top 1,200 Financial Advisors for 16th Year
We’re happy to share that for the 16th consecutive year, Barron’s has named our CEO and Chairman Richard S. Brown to its list of the
