JNBA Financial Advisors Podcast

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. large cap has moved modestly higher.

DISCLOSURE
The 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 types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com.

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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 Investment Committee: Mark Rosenkranz, an Investment Strategist, and John Foster and Michael Bilotta, both Sr. Advisors and Investment Strategists.

They talk about how, despite the negative sentiment, the economy has been fairly resilient and currently offers a bevy of opportunities in various asset classes. They also discuss the benefits of setting aside the noise and instead staying vigilant while devising a flexible portfolio to endure the economy’s unpredictable peaks and valleys.

DISCLOSURE
The 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 types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com.

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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 John Foster, PPC®, and Investment Strategist Mark Rosenkranz, CFA®, about the latest economic news and what it could mean moving forward. Now that we’re in the middle of the second quarter, in addition to keeping an eye on broader economic indicators, the JNBA Investment Committee is focused on two larger pillars – low unemployment and higher corporate profits – as the rest of the year unfolds.

DISCLOSURE
The 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 types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com.

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Just over a month into the new year, 2023 has provided investors with some long-sought good news. After a challenging 2022, both equities and bonds are off to a solid start, Europe and China are stimulating the global market, and the Fed may be coming close to the end of its tightening cycle.
While this has created positive market headlines, we’re likely to see continued volatility ahead. In this nine-minute podcast, JNBA Director of Investments David Webb and Investment Committee member and Senior Investment Strategist John Foster discuss how different economic factors could shape the markets as we move further into 2023.

DISCLOSURE
The 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 types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com.

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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 enjoyed continued market growth in Q2 of 2024, history points to increased market volatility as autumn and the election approach. While the Investment Committee stays focused on economic indicators like inflation, they discuss the importance of staying the course and focusing on long-term perspectives over reactive portfolio changes influenced by political views.

DISCLOSURE
The 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 types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com.

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