FINANCIAL LIFE PLANNING INSIGHTS
5 Estate Planning Considerations for High-Net-Worth Individuals
Estate planning for high-net worth individuals involves many considerations beyond distributing your assets. Estate planning is often about leaving a legacy, planning for tax efficiency
What to do when the IRS writes you
When the Internal Revenue Service (IRS) has a question about a taxpayer’s tax return, needs to request a payment or notify someone about a change
Build Your Team: The Professionals Who Can Support Your Wealth
When it comes to managing your wealth and financial resources, the complexity of the world today demands more than just a one-size-fits-all approach. There are
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
