45 episodios

Launched in early 2020, the JNBA Financial Advisors Podcast brings together experts at one of the top nationally-ranked independent fee-only wealth management firms in the country to discuss timely topics that impact investors, from the pandemic and politics to the markets and taxes. Minneapolis-based JNBA Financial Advisors has helped guide people through life’s most important decisions through an advice driven by advocacy® approach for more than 45 years.For more information about JNBA Financial Advisors, visit JNBA.com.

JNBA Financial Advisors Podcast JNBA Financial Advisors

    • Economía y empresa

Launched in early 2020, the JNBA Financial Advisors Podcast brings together experts at one of the top nationally-ranked independent fee-only wealth management firms in the country to discuss timely topics that impact investors, from the pandemic and politics to the markets and taxes. Minneapolis-based JNBA Financial Advisors has helped guide people through life’s most important decisions through an advice driven by advocacy® approach for more than 45 years.For more information about JNBA Financial Advisors, visit JNBA.com.

    Cyber Security: Staying Safe Online

    Cyber Security: Staying Safe Online

    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 becoming a target for cybercriminals. DISCLOSUREThe previous presentation by JNBA Financial A...

    • 18 min
    Cyber Security: You are Not Alone

    Cyber Security: You are Not Alone

    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. DISCLOSUREThe 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 advice from JNBA or any other investment professional of your choosing. Different ...

    • 15 min
    Cyber Security: What is a Scam

    Cyber Security: What is a Scam

    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 orders, and electronic financial transactions.With all of this online activity, it’s more importa...

    • 17 min
    Navigating Market Trends and Investment Opportunities in 2024

    Navigating Market Trends and Investment Opportunities in 2024

    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 current market dynamics and anticipated trends for the rest of the year. DISCLOSUREThe previ...

    • 13 min
    Investment Committee Video Discussion: Charting the Financial Course in 2024

    Investment Committee Video Discussion: Charting the Financial Course in 2024

    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 in navigating the dynamic post-pandemic environment as we head into an election year.In our late...

    • 17 min
    Seasonal Trends

    Seasonal Trends

    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 February of this year, most major asset classes have continued to trend sideways as U.S. la...

    • 12 min

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