FINANCIAL LIFE PLANNING INSIGHTS
2025 Numbers to Know
As we look forward to 2025, now is a great time to review the changes that will impact your retirement plan contribution limits, gifting limits,
Navigating Open Enrollment for 2025
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
Important 2024 Year-End Deadlines
To help ensure year-end strategies and appropriate paperwork are processed in time, please note the upcoming Charles Schwab & Co., Inc. deadlines below. For those
INVESTMENT INSIGHTS
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
What’s next?
After a historic week following the results of the 2024 Presidential election, markets and investors have naturally shifted their focus to what happens next. From
Investment Committee Podcast: The Election Day Effect
Can the current strength in the markets continue past Election Day and into 2025? This is the question that investors are asking, as the Federal
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