JNBA Financial Advisors' Insights
FINANCIAL LIFE PLANNING INSIGHTS
Philanthropic Financial Planning: 5 Considerations for Your Personal Giving Strategy
In today’s world, philanthropy is more than just an act of kindness; it can also be a powerful financial strategy. When thoughtfully integrated into your
Add goals and values into your personal financial plan with these four steps
A personalized financial plan goes beyond mere numbers. It intertwines your personal values, goals, and aspirations with your financial decisions. This tailored approach ensures that
Long-term Care Insurance: Navigating When and How to Use Benefits
Millions of Americans have purchased long-term care insurance, which can be used to offset the high costs of health care or assisted living due to
INVESTMENT INSIGHTS
Markets in Flux
What changes to make? With May in the rearview mirror, most equity markets are broadly positive five months into the year; however, these figures are
Investment Committee Video Podcast: May 2025
Market conditions in April 2025 were notably volatile, with almost daily swings in market values following changes in policy and tariffs. The whiplash left consumers,
April Showers
As the calendar shifts towards spring, April brought a serious “shower” into the markets, with the new administration’s Liberation Day announcement on U.S. tariff policies
TEAM NEWS
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
Barron’s Names Richard S. Brown to List of Top 1,200 Financial Advisors for 16th Year
We’re happy to share that for the 16th consecutive year, Barron’s has named our CEO and Chairman Richard S. Brown to its list of the
Barron’s Names JNBA Financial Advisors CEO, Richard S. Brown, a Top 100 Independent Financial Advisor for 10th Consecutive Year
As we celebrate JNBA’s 45th year in business, we are excited to share that for the tenth year in a row, Barron’s has named CEO
