FINANCIAL LIFE PLANNING INSIGHTS
Medicare Open Enrollment: Changes and Dates to Know
Medicare Open Enrollment for 2025 is just around the corner, running from October 15 to December 7, 2024. During this time, Medicare participants can review
Sunset of the 2017 Tax Cuts and Jobs Act
With the presidential election upon us in just a few short weeks, you may be asking yourself what tax changes may be on the horizon.
Using an After-Tax 401(k) to Boost Retirement Savings
One of the most popular retirement savings vehicles available to employees is a 401(k) plan. These plans offer tax-deferred contributions, where plan participants reduce their
INVESTMENT INSIGHTS
Q3 2024 Market Update
As Recently Shared with JNBA Q3 2024 Statements. Rate cuts arrive, but what does it mean? Markets continued to perform well through Q3, with a
Seasonal Trends 2024
In an Investment Insight update we compiled in September of 2023 titled “Seasonal Trends,” we discussed the historical returns of stocks over various time periods.
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?
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 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
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