Podcast: JNBA’s Investment Committee on managing client portfolios during the pandemic

 

While the pandemic continues to spark uncertainty in the financial markets and across many aspects of our lives, there is one thing we can control: our response to the crisis.

JNBA Financial Advisors is relying on its disciplined process and tools – including asset allocation, rebalancing and tax loss harvesting – as we put our advice driven by advocacy™ approach to work to navigate the coronavirus pandemic on behalf of our clients.

JNBA Chairman and CEO Richard S. Brown and Senior Advisor and Investment Strategist John Foster recorded a six-minute podcast on May 7 covering JNBA’s approach to asset management and what that means for our clients’ portfolios.

Click the button above to listen to the episode.

If you have questions or need anything, please do not hesitate to contact your JNBA Advisory Team.

 

JNBA is not an accountant and no portion of the above should be construed as accounting advice. All accounting issues should be addressed with an accounting professional of your choosing.

Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, Inc.

Please see important disclosures information at www.jnba.com/disclosure