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 […]
Portfolio Construction: Core vs. Tactical
At JNBA, when we construct client portfolios, our focus is always on the long-term financial plan. We recognize that each client has unique circumstances, timelines, and goals; yet our role is to align their investments to effectively support the broader objectives of their long-term portfolio. As a result, every portfolio is distinct. Even so, we […]
Investment Committee Video Discussion: Charting the Financial Course in 2024
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 […]
With 2023 almost in the rearview mirror, what could lie ahead in 2024?
We entered 2023 following a historic year that saw negative returns for both equity and fixed income markets for the first time ever. The S&P 500 recorded a 19% decline and the U.S. Aggregate Bond index saw a 13% decline, marking the first instance of consecutive negative return years in U.S. Aggregate Bond index history. […]