March 2025 Portfolio Update
2025 is off to a busy start with investors digesting updated earnings results, recent actions taken by the new administration, new economic data, and potentially new technological breakthroughs. With new tariff policies enacted by the new administration, uncertainty around the day-to-day headlines has been at renewed highs. After a strong start to the year and […]
February 2025 Portfolio Update
2025 is off to a busy start with investors digesting updated earnings results, recent actions taken by the new administration, new economic data, and potentially new technological breakthroughs. While each day has brought new headlines driving further optimism or increased concern, markets have so far digested each day into a strong start to the year […]
Investment Committee Video Discussion: 2025 Outlook
2024 brought us rising yields, a strong dollar, and a headline-grabbing presidential election. How do these events, along with other key factors, guide investment strategies into the new year? In our latest video discussion, recorded on January 7, 2025, members of the JNBA Investment Committee recap 2024 and discuss opportunities on the radar as 2025 […]
After another strong year, what’s next for 2025 and beyond?
We entered 2024 on a high note, with the S&P 500 at all-time highs and the Fed holding rates steady for the preceding five months bringing some calm to the fixed income market. Despite strong performance and high expectations, corporate earnings continued to grow, albeit driven by only a handful of large-cap technology companies. Meanwhile […]
What’s next?
After a historic week following the results of the 2024 Presidential election, markets and investors have naturally shifted their focus to what happens next. From a pure investment standpoint, U.S. equities have broadly rallied following the results, with Small- and Mid-Caps leading the way while International Equities and Fixed Income declined. Part of the overall […]
Investment Committee Podcast: The Election Day Effect
Can the current strength in the markets continue past Election Day and into 2025? This is the question that investors are asking, as the Federal Reserve Board keeps a close eye on trends. In this 15-minute podcast facilitated by JNBA Financial Advisors Director of Client Services Cärin Viertel, Investment Strategist Mark Rosenkranz and Senior Advisor […]
Q3 2024 Market Update
As Recently Shared with JNBA Q3 2024 Statements. Rate cuts arrive, but what does it mean? Markets continued to perform well through Q3, with a key event arriving in September when the Federal Reserve made its first interest rate cut since the early days of the pandemic. This decision followed a string of positive inflation […]
Seasonal Trends 2024
In an Investment Insight update we compiled in September of 2023 titled “Seasonal Trends,” we discussed the historical returns of stocks over various time periods. Given that we are in a similar time of year, we thought it would be worth highlighting how seasonality can trend within stock markets. August of this year started off rocky […]
Halfway through 2024: Investment Committee Commentary
As we enter the second half of this calendar year and approach the 2024 presidential election, what have we seen, and where are we headed? In our 15-minute video podcast featuring JNBA Financial Advisors President Kim Brown with John Foster and Mark Rosenkranz, both Investment Strategists and members of the JNBA Investment Committee, the team […]
Navigating Market Trends and Investment Opportunities in 2024
As we reflect on the first quarter of 2024, there are key driving forces behind market movements and how they have impacted diversified portfolios. In our 15-minute podcast facilitated by JNBA Financial Advisors President Kim Brown in which she speaks to John Foster and Mark Rosenkranz, both investment strategists and members of the JNBA Investment […]
