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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.
52 Episodes
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2025 was an action-packed year for market watchers and investors. There were several factors and events that contributed to uncertainty, not least of which the impact of the trade tariffs that went into effect on “Liberation Day,” April 2, 2025, and recovering from the longest federal government shutdown in history. Will 2026 be as eventful? The JNBA Investment Committee discusses. DISCLOSURE The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general informati...
This podcast from JNBA Studios discusses various economic indicators our designated Investment Committee monitors, including government reports and the yield curve. 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 invest...
The first half of 2025 has included significant market volatility, especially around early April. Now, as Q2 comes to an end and markets have evened out some, the JNBA Financial Advisors Investment Committee analyzes the historic ups and downs in a video discussion recorded on July 14, 2025. The conversation between JNBA Chairman and CEO Richard S. Brown, Senior Advisor – Investment Strategist Michael Bilotta, ChFC®, CASL®, RICP®, and Investment Strategist Mark Rosenkranz, CFA® covers the unp...
Market conditions in April 2025 were notably volatile, with almost daily swings in market values following changes in policy and tariffs. The whiplash left consumers, businesses, and investors concerned about the U.S. economy’s resilience and the long-term impact on portfolios. In our latest JNBA Investment Committee video discussion, recorded on May 19, 2025, senior members of the JNBA Investment Committee discuss investing tactics that supported less volatility for portfolios, includi...
2024 brought us rising yields, a strong dollar, and a headline-grabbing presidential election. How do these events, along with other key factors, guide investment strategies into the new year? In our latest video discussion, recorded on January 7, 2025, members of the JNBA Investment Committee recap 2024 and discuss opportunities on the radar as 2025 unfolds. JNBA Chairman and CEO Richard S. Brown talks with two senior members of our Investment Committee, John Foster, Senior Advisor – Investm...
Can the current strength in the markets continue past Election Day and into 2025? This is the question that investors are asking, as the Federal Reserve Board keeps a close eye on trends. In this 15-minute podcast facilitated by JNBA Financial Advisors Director of Client Services Cärin Viertel, Investment Strategist Mark Rosenkranz and Senior Advisor and Investment Strategist Michael Bilotta consider the impact of the upcoming elections and discuss what the Fed might be looking at to di...
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 an...
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. DISCLOSURE The previous presentation by JNBA Financial...
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. 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. Differen...
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 import...
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. DISCLOSURE The pre...
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 lat...
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...
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 I...
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...
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 Committ...
If we could summarize 2022’s market performance in one word, it would be “frustrating,” with negative returns across almost all asset classes, from equities to bonds. Inflation, relentless interest-rate hikes by the Fed, and supply chain distortions from the war in Ukraine and the pandemic all led to a perfect storm of uncertainty, volatility, and a tough slog for investors. But what did the year teach us about how the economy and markets could shape up in 2023? In our latest video discussion...
After an awful start to the year, the market has handled a bevy of bad news over the past few months in a much more encouraging way. Add to that several elements that could be catalysts for further improvement, including the most recent inflation report, and we’re asking ourselves: Could we be seeing the makings of a year-end rally? Generally, the markets deliver the highest returns in the first few quarters after a midterm election. The latest jobs report and the November 10 inflation number...
As we head into the final quarter of 2022, investors continue to navigate a challenging environment that has seen stocks down 25 percent and bonds dropping 14 percent as the Fed battles inflation and world events remain somber. By any measurement it has been – to paraphrase the title of a popular children’s book – a terrible, horrible, no good, very bad year – at least thus far. In our latest podcast episode, JNBA’s Investment Committee takes an in-depth, 18-minute look at the previous quarte...
The economy is trying to tell us something, but its messages are mixed. GDP fell in the second quarter, the second straight decline of negative real growth, which many investors have interpreted as a strong recession signal. While the National Bureau of Economic Research considers many different economic variables and hasn’t officially labeled it a recession yet, many investors are scratching their heads as the market has bounced sharply off its June lows and the economy continues to expand p...
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