43 episodes

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

    • Business

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: 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
    Investment Committee Video Discussion: Where is the recession everyone has been talking about?

    Investment Committee Video Discussion: Where is the recession everyone has been talking about?

    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, recorded on July 12, 2023, JNBA Chairman and CEO Richard S. Brown talks with three members of our In...

    • 16 min
    Q2 Market Podcast: Feeling Comfortably Uncomfortable

    Q2 Market Podcast: Feeling Comfortably Uncomfortable

    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, JNBA Director of Client Services Cärin Viertel talks with Senior Advisor and Investment Strategist ...

    • 12 min

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