JNBA Financial Advisors Podcast

JNBA Financial Advisors
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JNBA Financial Advisors Podcast Podcast

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.

  1. JUL 17

    Halfway through 2024: Investment Committee Commentary

    As we enter the second half of this calendar year and approach the 2024 presidential election, what have we seen, and where are we headed?In our 15-minute video podcast featuring JNBA Financial Advisors President Kim Brown with John Foster and Mark Rosenkranz, both Investment Strategists and members of the JNBA Investment Committee, the team provides insights into considerations that have affected markets this year including unemployment, inflation, and corporate earnings.Having observed and ...

    17 min

  2. MAY 9

    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

  3. MAY 9

    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

  4. MAY 9

    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...

    18 min

  5. APR 10

    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...

    14 min

  6. JAN 11

    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

  7. 09/22/2023

    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

  8. 07/13/2023

    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
See All (46)

About

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.

Information

  • Creator
    JNBA Financial Advisors
  • Years Active
    2021 - 2024
  • Episodes
    46
  • Rating
    Explicit
  • Copyright
    © 2024 JNBA Financial Advisors
  • Show Website
    JNBA Financial Advisors Podcast

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