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May 21, 2025

Investment Committee Video Podcast: May 2025

Investment Committee

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 podcast, recorded on May 19, 2025, senior members of the JNBA Investment Committee discuss investing tactics that supported less volatility for portfolios, including asset allocation and rebalancing. John Foster, Senior Advisor – Investment Strategist, and Mark Rosenkranz, Investment Strategist, also address the latest data points and where investors can focus their attention as we enter the latter part of Q2 and look toward the second half of 2025.

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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