JNBA Financial Advisors Podcast

2025 was an action-packed year for market watchers and investors. There were several factors and events that contributed to uncertainty, not least of which the impact of the trade tariffs that went into effect on “Liberation Day,” April 2, 2025, and recovering from the longest federal government shutdown in history. Will 2026 be as eventful? The JNBA Investment Committee discusses. DISCLOSURE The...

This podcast from JNBA Studios discusses various economic indicators our designated Investment Committee monitors, including government reports and the yield curve. DISCLOSURE The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment...

The first half of 2025 has included significant market volatility, especially around early April. Now, as Q2 comes to an end and markets have evened out some, the JNBA Financial Advisors Investment Committee analyzes the historic ups and downs in a video discussion recorded on July 14, 2025. The conversation between JNBA Chairman and CEO Richard S. Brown, Senior Advisor – Investment Strategist Mic...

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, businesses, and investors concerned about the U.S. economy’s resilience and the long-term impact on portfolios.  In our latest JNBA Investment Committee video discussion, recorded on May 19, 2025, senior members of the JNBA Investmen...

2024 brought us rising yields, a strong dollar, and a headline-grabbing presidential election. How do these events, along with other key factors, guide investment strategies into the new year? In our latest video discussion, recorded on January 7, 2025, members of the JNBA Investment Committee recap 2024 and discuss opportunities on the radar as 2025 unfolds. JNBA Chairman and CEO Richard S. Brown...

Can the current strength in the markets continue past Election Day and into 2025? This is the question that investors are asking, as the Federal Reserve Board keeps a close eye on trends.  In this 15-minute podcast facilitated by JNBA Financial Advisors Director of Client Services Cärin Viertel, Investment Strategist Mark Rosenkranz and Senior Advisor and Investment Strategist Michael Bilotta cons...

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? In our 15-minute video podcast featuring JNBA Financial Advisors President Kim Brown with John Foster and Mark Rosenkranz, both Investment Strategists and members of the JNBA Investment Committee, the team provides insights into considerations that have affecte...

The internet is a high-speed landscape for instant information, day-to-day communication, and modern conveniences. With the click of a button, we are now absorbing world news and events from every corner of the globe. We’re fielding texts and electronic mail from friends and family, as well as brands and businesses. And we’re expediting everyday errands with GPS-guided directions, online shopping...

In this episode, Morris expands on the simple yet effective “Pause-Think-Act” concept, which can help you catch potential scams before your private information is compromised.  DISCLOSURE The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized...

 Cyber scams are becoming increasingly sophisticated, with millions of people falling victim each year. It's crucial to understand that you are not alone in this battle. There are proactive measures you can take to prevent falling victim to these scams and there are resources available to help if you do get scammed. By staying informed and vigilant, you can significantly reduce your risk of b...

 As we reflect on the first quarter of 2024, there are key driving forces behind market movements and how they have impacted diversified portfolios. In our 15-minute podcast facilitated by JNBA Financial Advisors President Kim Brown in which she speaks to John Foster and Mark Rosenkranz, both investment strategists and members of the JNBA Investment Committee, the team provides insights into curre...

Members of the JNBA Investment Committee unravel the unexpected twists of 2023 and delve into a detailed video discussion about the outlook for 2024. Despite initial gloomy forecasts and concerns, the surge of the S&P 500 and positive economic indicators in 2023 are shaping the landscape for the upcoming year. The focus now pivots to the essential need for flexibility in strategies, especially...

 Despite a relatively strong year for the S&P 500, with YTD returns hovering north of 15%, we have seen challenges across more diversified portfolios in both equities and fixed income. While U.S. large cap, driven largely by a few select mega-cap companies, have led the overall performance for asset classes since October 2022 lows, investors have faced a rather muted environment in 2023. Since...

Over the last year, economic headlines have been bleak. From the national debt ceiling debate to fears of a potential banking crisis, we’ve watched interest rates go up right alongside talks of an economic downturn. But as we turn the corner into the second half of 2023, Americans have been left to wonder, “Where is the recession everyone has been talking about?” In our latest video discussion, re...

From turmoil with regional banks to bonds and treasury bills providing higher-yield competition for stocks, one way to describe how many investors are feeling right now is “comfortably uncomfortable.” Negative investor sentiment as we started 2023 set the bar relatively low, and both stocks and bonds are performing better than expected. But market volatility continues. In this 11-minute podcast, J...

Just over a month into the new year, 2023 has provided investors with some long-sought good news. After a challenging 2022, both equities and bonds are off to a solid start, Europe and China are stimulating the global market, and the Fed may be coming close to the end of its tightening cycle.    While this has created positive market headlines, we’re likely to see continued volatility ahead. In th...

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 bonds. Inflation, relentless interest-rate hikes by the Fed, and supply chain distortions from the war in Ukraine and the pandemic all led to a perfect storm of uncertainty, volatility, and a tough slog for investors. But what did the year...

After an awful start to the year, the market has handled a bevy of bad news over the past few months in a much more encouraging way. Add to that several elements that could be catalysts for further improvement, including the most recent inflation report, and we’re asking ourselves: Could we be seeing the makings of a year-end rally? Generally, the markets deliver the highest returns in the first f...

As we head into the final quarter of 2022, investors continue to navigate a challenging environment that has seen stocks down 25 percent and bonds dropping 14 percent as the Fed battles inflation and world events remain somber. By any measurement it has been – to paraphrase the title of a popular children’s book – a terrible, horrible, no good, very bad year – at least thus far. In our latest podc...

The economy is trying to tell us something, but its messages are mixed. GDP fell in the second quarter, the second straight decline of negative real growth, which many investors have interpreted as a strong recession signal. While the National Bureau of Economic Research considers many different economic variables and hasn’t officially labeled it a recession yet, many investors are scratching thei...

By nearly any measure, the first half of the year has been extremely challenging for investors, with negative returns across all asset classes. But even as the bumpy ride continues, silver linings are emerging. In our latest video, JNBA Chairman and CEO Richard S. Brown, Director of Investment Management David Webb, and Senior Advisors and Investment Strategists Michael Bilotta and John Foster dis...

The Fed’s interest rate hike last week was the largest in nearly 30 years and resulted in a mixed bag for investors. Fears of inflation have dampened consumer sentiment, which continues to contribute to market volatility. Despite the markets entering bear market territory, the climate is also delivering higher bond yields, which could mean better opportunities for investors, and sets the table for...

 One thing’s for sure when it comes to the markets: We’re not in Kansas anymore. You’re probably not surprised to hear that stocks are having the worst start to a new year since 1939. For perspective, that’s the year “The Wizard of Oz” hit movie screens for the first time, and right now you may be feeling a little like Dorothy did when her house crash-landed on the Yellow Brick Road.   But while A...

In the first quarter of 2022, the markets were fairly volatile with rising inflation as well as the first land war in Europe since World War II. Bonds, in particular, experienced their worst quarter in 40 years, although the stable nature of bonds still don’t compare to the volatility of stocks.  As these historical events unfold, JNBA President Kim Brown recently sat down with two senior members...

The invasion of Ukraine, rising inflation, and anticipated interest rate increases continue to spark considerable market volatility – but what does a historical perspective tell us about what could happen next?  JNBA President Kim Brown and Senior Advisor and Investment Strategist John Foster discuss how global events are impacting the markets right now, and what our JNBA Investment Committee anti...