JNBA Financial Advisors' Insights
FINANCIAL LIFE PLANNING INSIGHTS
How to Put Your House in a Trust: Guide & Considerations
For many individuals, a home represents more than a place to live. It is a meaningful part of their financial and family legacy. Understanding how
Refinancing Your Home: A Strategic Perspective Determining Whether Refinancing Aligns with Your Financial Life Plan
Refinancing a home mortgage can be a meaningful financial decision when approached thoughtfully and in the right context. For high‑income households, the question is rarely
12 Questions to Ask a Financial Advisor Before Switching
If you’ve decided it may be time to switch your financial advisor, it’s worth pausing before making the move. Taking a moment to reassess the
INVESTMENT INSIGHTS
Where do we go from here?
We entered 2026 on the heels of another strong year of market performance. Global stocks hovered near all-time highs, the economic backdrop was sound, and
Recognizing Increased Uncertainty
When periods of weakness in the markets occur, it is vitally important for investors of long-term portfolios to “stay the course.” Here at JNBA Financial
Implications of the Iran Conflict
Financial markets were already in a sensitive spot at the end of February amidst a growing backdrop of challenging economic and inflationary data and heightened
TEAM NEWS
17 years on Barron’s list of Top 1,500 Financial Advisors? That’s not luck.
At JNBA Financial Advisors, we don’t do what we do for awards. But it is always an honor when the work we deeply care about
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