JNBA Financial Advisors Podcast

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 discuss what JNBA’s Investment Committee is looking for now that earnings season is here. In this 14-minute conversation, the team covers everything from inflation to the threat of recession to bond returns, and potential opportunities for investors to turn lemons into lemonade.

DISCLOSURE
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.

Please see important disclosures information at jnba.com/disclosure

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 potentially better performance moving forward.

In our new podcast episode, Director of Investment Management David Webb and Senior Advisor and Investment Strategist John Foster discuss what the rate hike – as well as earnings season and the mid-term election cycle – could mean for investors for the second half of the year.

DISCLOSURE
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.

Please see important disclosures information at jnba.com/disclosure

 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 April was the worst month for global stocks since the pandemic started in March 2020, what could the volatile start of the year mean for the rest of 2022? In our latest podcast, Director of Investment Management David Webb and Senior Advisors and Investment Strategists Michael Bilotta and John Foster take a look at how rising inflation, interest rate hikes, and a transition to a post-COVID economy could impact stocks and bonds over the long haul and what the JNBA Investment Committee is watching closely.

DISCLOSURE
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.

Please see important disclosures information at jnba.com/disclosure

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 of JNBA’s Investment Committee -- David Webb, Director of Investment Management, and John Foster, a Senior Advisor and Investment Strategist -- for a conversation on how investors can interpret these events and  JNBA’s approach to managing portfolios in unprecedented times like this.

DISCLOSURE
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.

Please see important disclosures information at jnba.com/disclosure

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 anticipates could happen in the second half of the year.

DISCLOSURE
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.

Please see important disclosures information at jnba.com/disclosure

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 our Investment Committee – David Webb, JNBA’s Director of Investment Management, and Michael Bilotta and John Foster, both Senior Advisors and Investment Strategists. They take a look back at 2021 and what our team is keeping an eye on, including what our portfolio positioning may look like for the year ahead.

DISCLOSURE
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.

Please see important disclosures information at jnba.com/disclosure

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 for the rest of the year and into 2022.

DISCLOSURE
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.

Please see important disclosures information at jnba.com/disclosure

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 planning considerations that need to be evaluated at least annually. 

DISCLOSURE
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.

Please see important disclosures information at jnba.com/disclosure

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 take a look at the third quarter’s notable activity and what our JNBA team is keeping an eye on.

DISCLOSURE
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.

Please see important disclosures information at jnba.com/disclosure

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 quarter of the year and what the JNBA Investment Committee is keeping its eye on now that we’re headed into autumn.

DISCLOSURE
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.

Please see important disclosures information at jnba.com/disclosure