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January 12, 2024

Investment Committee Video Discussion: Charting the Financial Course in 2024

Investment Committee

Navigating Financial Insights, Emerging Trends, and Market Dynamics on our Video Podcast Series

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 latest video discussion, recorded on January 9, 2024, JNBA Chairman and CEO Richard S. Brown talks with two senior members of our Investment Committee: Michael Bilotta, Senior Advisor, and Mark Rosenkranz, Investment Strategist. The 15-minute episode explores the base case for 2024, including the possibility of declining interest rates, slowing growth, and moderate gains in stocks and bonds.

Click the button above to watch the discussion.

If you’d prefer to listen to an audio-only version of this discussion, click below.

And, as always, if you have questions or need anything, please do not hesitate to contact your JNBA Advisory Team.

(A written transcript of the podcast is available here.)



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, LLC.

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

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