JNBA Financial Advisors Podcast

2021 was a unique year, to say the least. While we collectively experienced a change in leadership, the pandemic pressed on, and millions left the workforce, investors faced everything from double-digit S&P gains to rampant inflation and record-low interest rates. What might 2022 bring? In our latest video discussion, JNBA Chairman and CEO Richard S. Brown talks with three senior members of ou...

There was plenty of market turmoil in September, followed by a more positive October. What could that mean for the future? With earnings season wrapping up, David Webb, Director of Investment Management and a leader of our Investment Committee, and Senior Advisor and Investment Strategist John Foster take a look at recent market activity and what our JNBA Investment Committee is keeping an eye on...

Whether you work for a public company, a large private company, or a startup, as you advance in your career you may be eligible for several benefits meant to reward key employees. These benefit packages are designed to promote retention and to allow employees to share in a company’s success. While executive compensation packages can be lucrative, they come with complex tax rules and financial plan...

The third quarter of 2021 was one for the record books with historically low interest rates, the first real resurgence of volatility since last fall, and now, after six months of relative calm, bond yields appearing to rise again. In our latest podcast, David Webb, Director of Investment Management and a leader of our Investment Committee, and Senior Advisor and Investment Strategist John Foster t...

While fall means cooler weather, back-to-school, and raking leaves, historically it also kicks off a more difficult period for investors. In our latest podcast, David Webb, Director of Investment Management and a leader of our Investment Committee, talks about the markets with Senior Advisor and Investment Strategist Michael Bilotta. They discuss what has been driving the markets in the third quar...

As we round the corner into the last half of 2021, we’re taking a look back at how the markets and global economy fared in the first and second quarters and what that could mean for the rest of the year. In our latest video discussion, JNBA Chairman and CEO Richard S. Brown talks with three senior members of our Investment Committee — Michael Bilotta and John Foster, both Senior Advisors and Inves...

The Bureau of Labor Statistics announced on June 10 that the rate of inflation over the past year rose 5%, the highest jump since 2008, due in large part to the reopening of the economy.   In our latest podcast, recorded the morning the numbers were released, JNBA Chairman and CEO Richard S. Brown talks with David Webb, Director of Investment Management and a leader of our Investment Committee. Th...

As the new administration hits the 100-day mark, lawmakers are considering multiple changes to the tax code for corporations, individuals, and families that could potentially impact everything from income tax brackets to capital gains tax rates.  In our latest podcast, JNBA President Kim Brown talks with Christopher Mastley, an advisor and member of JNBA’s Financial Planning Committee; and John Fo...

When it comes to the markets, what a difference a year makes. Thankfully, the first quarter of 2021 looked quite different from much of 2020, when the pandemic threw curveball after curveball at investors. In our latest discussion, JNBA Chairman and CEO Richard Brown sits down with three senior members of the firm’s Investment Committee — Director of Investment Management David Webb, and Michael B...

A new emergency relief package – the American Rescue Plan Act of 2021 – was signed into law on March 11, outlining payments to individuals and funding for federal programs. The law covers an enormous amount of ground, so to help break it down, JNBA has devoted its latest podcast to some of the key provisions of the Act that directly impact individuals, families, and businesses. One particularly im...

While interest rates remain low, the prospect of higher rates brings with it both challenges and opportunities, and raises several questions. Is there still time to consider refinancing your mortgage? Does it make sense to move some cash from savings to a potentially higher-yield opportunity? What could higher inflation mean for investments? In our latest podcast, JNBA President Kim Brown, Advisor...

The new year is less than two weeks old, and it’s already brought with it major and unprecedented news – from the Georgia run-off election to the unrest in Washington, D.C. and the ongoing global pandemic. In our first podcast of 2021, recorded on January 11, JNBA Chairman and CEO Richard S. Brown and Director of Investment Management David Webb look at how the markets are reacting to these events...

From the pandemic to a summer of civil unrest to the contentious election, we’re all keenly aware that 2020 has been a constant barrage of uncertainty and volatility.   In our final podcast of the year, JNBA Chairman and CEO Richard Brown and Director of Investment Management David Webb take a look back at how those events influenced portfolios and a look ahead at what 2021 may bring. In this 12-m...

As we move closer and closer to the November 3 elections, JNBA’s Investment Committee continues to monitor the economic news and market behavior closely. JNBA President Kim Brown and Director of Investment Management David Webb discuss the most notable activity over the past quarter in a new podcast episode recorded on October 7. In the eight-minute discussion, they cover the key factors that have...

While presidential elections often create dynamic markets, this year investors are navigating particularly choppy waters as the pandemic adds an unprecedented level of volatility. When you add COVID-19 and the election together, what could that uncertainty mean for portfolios for the rest of the year? JNBA Chairman and CEO Richard S. Brown and Senior Advisor - Investment Strategist John Foster rec...

While every presidential election sparks considerable discussion about what the upcoming tax and economic climate may look like, this year includes an additional level of uncertainty around the COVID-19 pandemic. In our latest podcast episode, JNBA President Kim Brown talks with Elise Huston, Advisor - Advisory Services Manager and leader of JNBA’s Financial Planning Committee, and David Webb, Dir...

While the coronavirus pandemic roller-coaster continues, the markets have seen a significant rebound – in fact, the past 90 days (through the end of June) earned the title “the best quarter since 1998.” What were the events that led to this historic upswing? JNBA Director of Investment Management David Webb and Senior Advisor - Investment Strategist Michael Bilotta recorded a 13-minute podcast on...

COVID-19 has created a lot of change for many individuals and families. For some, this has meant a change to employment, the role within the company or possibly a change to their compensation package. Executives may be faced with the decision of taking a severance package, an early retirement package or a reduction in pay. On June 24, JNBA President Kim Brown; Elise Huston, Advisor - Advisory Serv...

During this unprecedented time, many nonprofits are struggling to do more with less. JNBA Financial Advisors is working to help our clients make the most of their charitable giving as they look for additional ways to support the organizations they care about. JNBA Director of Client Services Cärin Viertel and Advisor Chris Mastley, recorded an eight-minute podcast on May 21 where they discussed a...

While the pandemic continues to spark uncertainty in the financial markets and across many aspects of our lives, there is one thing we can control: our response to the crisis. JNBA Financial Advisors is relying on its disciplined process and tools – including asset allocation, rebalancing and tax loss harvesting – as we put our advice driven by advocacy ® approach to work to navigate the coronavir...

It’s no secret that the daily impact of COVID-19 continues to move the markets drastically and rapidly. As our clients review their first-quarter portfolio statements for the year, we are reminded again of the direct blow to the economy and investments these past several weeks. Yet, a lot of market movement has continued even since the end of the quarter on March 31 – a little over two weeks ago....

In response to the CARES Act, created to provide relief for individuals and businesses that have been negatively impacted by the coronavirus outbreak, JNBA recorded a series of four podcasts (each around five minutes long) to discuss specific aspects of the law. JNBA President Kim Brown — along with some colleagues on the firm’s Financial Planning Committee: Client Services Manager Stacy Friedges,...

In response to the CARES Act, created to provide relief for individuals and businesses that have been negatively impacted by the coronavirus outbreak, JNBA recorded a series of four podcasts (each around five minutes long) to discuss specific aspects of the law. JNBA President Kim Brown — along with some colleagues on the firm’s Financial Planning Committee: Client Services Manager Stacy Friedges,...

In response to the CARES Act, created to provide relief for individuals and businesses that have been negatively impacted by the coronavirus outbreak, JNBA recorded a series of four podcasts (each around five minutes long) to discuss specific aspects of the law. JNBA President Kim Brown — along with some colleagues on the firm’s Financial Planning Committee: Client Services Manager Stacy Friedges,...

In response to the CARES Act, created to provide relief for individuals and businesses that have been negatively impacted by the coronavirus outbreak, JNBA recorded a series of four podcasts (each around five minutes long) to discuss specific aspects of the law. JNBA President Kim Brown — along with some colleagues on the firm’s Financial Planning Committee: Client Services Manager Stacy Friedges,...