JNBA Financial Advisors' Insights
FINANCIAL LIFE PLANNING INSIGHTS
Understanding Charitable Remainder Trusts & When to Use Them
What if you could support the causes you care about and generate income for yourself or your loved ones, all from the same financial strategy?
Medicare Open Enrollment Reminders for 2027
Medicare Open Enrollment for 2027 begins October 15, 2026, and runs through December 7, 2026. During this time, Medicare beneficiaries can review and make changes
How to Calculate Your Required Minimum Distribution & Answers to Common Questions
If you own a retirement account, chances are you’ve already encountered the term “required minimum distribution” or RMD. However, familiarity with the basics doesn’t always
INVESTMENT INSIGHTS
A Change in Leadership
October highlighted a meaningful change beneath the surface of financial markets. Economic growth and corporate earnings remained resilient, but persistent inflation, higher interest rates, and
Video Discussion: What to Watch Ahead of and Through Midterm Elections
With the midterm elections just weeks away, investors have been weathering a barrage of headlines and political commentary with several key considerations including interest rates, oil prices, geopolitics, artificial intelligence, and corporate earnings.
The Market’s Balancing Act
As the third quarter draws to a close, investors are navigating a market shaped by competing forces. Corporate earnings remain remarkably strong, economic growth has
TEAM NEWS
JNBA Chairman and CEO Richard S. Brown Named to Barron’s Top 100 Independent Advisors List for 12th Year in a Row
We’re excited to share that Barron’s has named JNBA’s Chairman and CEO Richard S. Brown to its list of the Top 100 Independent Advisors in
Forbes Names JNBA Financial Advisors CEO Richard S. Brown to Best-in-State Top Wealth Advisors – Minnesota – Minneapolis Area High Net Worth List for Third Consecutive Year
For the third consecutive year, JNBA Financial Advisors Chairman and CEO Richard S. Brown has been named to the 2026 Forbes Best-in-State Top Wealth Advisors
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