FINANCIAL LIFE PLANNING INSIGHTS
Tax Season Reminders
As we prepare for the upcoming tax filing season, here are a few reminders: 1099 Delivery Reminders All TD Ameritrade 1099s should be available online
What could the SECURE 2.0 Act mean to you?
Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress and signed by President Biden in late 2022 were many changes that will impact
Maximizing 2022 Contributions
Most of us are now fully immersed in 2023 and are focused on the year ahead. However, as tax season approaches, it is a good
INVESTMENT INSIGHTS
Investment Committee Video Discussion: What could 2022 mean for 2023 market performance?
If we could summarize 2022’s market performance in one word, it would be “frustrating,” with negative returns across almost all asset classes, from equities to
How Interest Rate Increases in 2022 Could Set the Stage for 2023
In its eighth and final meeting of 2022 this week, the Federal Reserve increased rates by 50 basis points (bps). This deviates from four consecutive
Q4 2022 Economic and Market Update
After investor pessimism reached extreme levels earlier this month and the market fell to a two-year low in intraday trading on October 12, equity sentiment
TEAM NEWS
Business Journal Features JNBA as One of Twin Cities’ Best Places to Work
With thankfulness and gratitude at the forefront of the season, we reflect on one of our most meaningful accomplishments of 2022: For the third time,
Barron’s Recognizes CEO Richard Brown & JNBA as Top Independent Advisor in Minnesota for Second Year in a Row
For the eighth year in a row, Barron’s has named JNBA Financial Advisors’ CEO Richard S. Brown to its list of the Top 100 Independent
Forbes Names JNBA CEO Richard S. Brown to Best-in-State Top Wealth Advisors list
For the fourth year in a row, JNBA Financial Advisors CEO Richard S. Brown has been named to the Forbes Best-in-State Top Wealth Advisors Richard