In the latest episode of JNBA’s podcast, CEO and Chairman Richard S. Brown sat down on March 26 with colleagues on JNBA’s Investment Committee – virtually, from remote locations – to talk about where we are with the markets’ response to the COVID-19 pandemic and what could be next.
Richard, along with Director of Investment Management David Webb, and Senior Advisor and Investment Strategist John Foster, discussed the framework the Investment Committee is referencing as an indicator of what investors might expect as the pandemic continues to play out.
Topics include the federal government’s fiscal and monetary policy response as well as a look at JNBA’s approach to client portfolios, including frequent review, rebalancing, and tax loss harvesting.
Click the player above to listen to the episode.
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