JNBA Financial Advisors Podcast

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, Director of Investment Management and a leader of the firm’s Investment Committee, about everything from historical data and consumer confidence to trade policy and the coronavirus.

Although no one has a crystal ball, JNBA is actively looking at what could happen, as well as ways to maximize your resources, no matter who wins the election.

DISCLOSURE
JNBA is not an accountant and no portion of the above should be construed as accounting advice. All accounting issues should be addressed with an accounting professional of your choosing.

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 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 July 9 where they take a look at the second quarter of 2020, how we got here, and what the JNBA Investment Committee is keeping an eye on as we move forward.

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

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 Services Manager and leader of JNBA’s Financial Planning Committee; and Patrick Moyneur, Senior Advisor – Director of Advisory Services, recorded a seven-minute podcast about executive job transitions. Click here to read more in our blog on this topic.

DISCLOSURE
JNBA is not an accountant and no portion of the above should be construed as accounting advice. All accounting issues should be addressed with an accounting professional of your choosing.

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

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 number of ways to maximize charitable tax benefits, including setting up a Donor Advised Fund, “bunching” contributions, and gifting appreciated stock. In addition, JNBA’s Financial Planning Committee dug more deeply into this important topic in a recent blog post, which features additional details.

DISCLOSURE
JNBA is not an accountant and no portion of the above should be construed as accounting advice. All accounting issues should be addressed with an accounting professional of your choosing.

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 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 coronavirus pandemic on behalf of our clients.

JNBA Chairman and CEO Richard S. Brown and Senior Advisor - Investment Strategist John Foster recorded a six-minute podcast on May 7 covering JNBA’s approach to asset management and what that means for our clients’ portfolios.

DISCLOSURE
JNBA is not an accountant and no portion of the above should be construed as accounting advice. All accounting issues should be addressed with an accounting professional of your choosing.

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

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.

JNBA Chairman and CEO Richard S. Brown and Director of Investment Management David Webb sat down on April 16 to record a nine-minute podcast on what could lie ahead in the markets, and more about the market bottoming process.

DISCLOSURE
JNBA is not an accountant and no portion of the above should be construed as accounting advice. All accounting issues should be addressed with an accounting professional of your choosing.

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 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, Advisor Luke Traxler, Advisor - Advisory Services Manager Elise Huston, and Advisor Nick Scheibel — recorded the podcasts on April 7, 2020. The team shares our current understanding of some of the key provisions of the new bill, also known as the Coronavirus Aid, Relief, and Economic Security Act, which was signed into law at the end of March.

Please keep in mind that the interpretation and guidance of the new law may very well have evolved by the time you listen to these.

DISCLOSURE
JNBA is not an accountant and no portion of the above should be construed as accounting advice. All accounting issues should be addressed with an accounting professional of your choosing.

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 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, Advisor Luke Traxler, Advisor - Advisory Services Manager Elise Huston, and Advisor Nick Scheibel — recorded the podcasts on April 7, 2020. The team shares our current understanding of some of the key provisions of the new bill, also known as the Coronavirus Aid, Relief, and Economic Security Act, which was signed into law at the end of March.

Please keep in mind that the interpretation and guidance of the new law may very well have evolved by the time you listen to these.

DISCLOSURE
JNBA is not an accountant and no portion of the above should be construed as accounting advice. All accounting issues should be addressed with an accounting professional of your choosing.

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 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, Advisor Luke Traxler, Advisor - Advisory Services Manager Elise Huston, and Advisor Nick Scheibel — recorded the podcasts on April 7, 2020. The team shares our current understanding of some of the key provisions of the new bill, also known as the Coronavirus Aid, Relief, and Economic Security Act, which was signed into law at the end of March.

Please keep in mind that the interpretation and guidance of the new law may very well have evolved by the time you listen to these.

DISCLOSURE
JNBA is not an accountant and no portion of the above should be construed as accounting advice. All accounting issues should be addressed with an accounting professional of your choosing.

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 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, Advisor Luke Traxler, Advisor - Advisory Services Manager Elise Huston, and Advisor Nick Scheibel — recorded the podcasts on April 7, 2020. The team shares our current understanding of some of the key provisions of the new bill, also known as the Coronavirus Aid, Relief, and Economic Security Act, which was signed into law at the end of March.

Please keep in mind that the interpretation and guidance of the new law may very well have evolved by the time you listen to these.

DISCLOSURE
JNBA is not an accountant and no portion of the above should be construed as accounting advice. All accounting issues should be addressed with an accounting professional of your choosing.

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