FINANCIAL LIFE PLANNING INSIGHTS
Watch out for these tax scams!
Taxation can be a complex landscape, rife with potential pitfalls and scams that unsuspecting individuals and businesses may encounter. Here we delve into the IRS’s
Self-Employed Retirement Savings
Self-employed individuals inherently make a lot of decisions on a daily basis. One decision that can seem daunting but should not be overlooked is what
Planning care for loved ones with special needs
Considerations and expert advice on this episode of “Navigating Life Transitions” How do you help ensure a bright future for loved ones with special needs,
INVESTMENT INSIGHTS
Halfway through 2024: Investment Committee Commentary
As we enter the second half of this calendar year and approach the 2024 presidential election, what have we seen, and where are we headed?
Navigating Market Trends and Investment Opportunities in 2024
As we reflect on the first quarter of 2024, there are key driving forces behind market movements and how they have impacted diversified portfolios. In
Portfolio Construction: Core vs. Tactical
At JNBA, when we construct client portfolios, our focus is always on the long-term financial plan. We recognize that each client has unique circumstances, timelines,
TEAM NEWS
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 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 rank as top Minnesota-based firm on the 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
JNBA Named One of the Best Places to Work for the Third Consecutive Year
We’re excited to announce that JNBA Financial Advisors has been named to Minneapolis/St. Paul Business Journal’s Best Places to Work 2023 honoree list in the