JNBA Financial Advisors' Insights
FINANCIAL LIFE PLANNING INSIGHTS
Your 2025 Tax Return: Important Planning Considerations
JNBA requests your 2025 tax returns to provide well-rounded and accurate financial planning advice. If you have not previously signed a Tax Professional Authorization form,
1099 Notes and Reminders
1099 Delivery Reminders Most Schwab 1099s should be available online by the end of this month (February 27). SOME ACCOUNTS MAY NOT RECEIVE A TAX
What is a Power of Attorney?
When it comes to estate planning, many people focus on wills and trusts. However, there’s another legal document that plays a crucial role in a
INVESTMENT INSIGHTS
Earnings Season
January has kicked off 2026 with a full sampling of the same themes from 2025: geopolitical concerns, tariff threats, AI developments, and international equity strength,
Video Discussion: The Year Behind & The Road Ahead
2025 was an action-packed year for market watchers and investors. There were several factors and events that contributed to uncertainty, not least of which the
Three years running: How long can it last?
We entered 2025 on a high note, with the S&P 500 at all-time highs following a post-election surge. The weak start to the year, accelerated
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