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 unpredictability faced over the last six months and provides perspective on what that could mean for investors as we look ahead. They also share insights into keeping portfolios positioned to achieve long term goals by managing a disciplined process, such as JNBA’s review of portfolios every 10 business days to help avoid emotional, short-term trading decisions that may cause investors to miss key market recovery days.
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.
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