Politics and the Pandemic: Fourth Quarter Market Behavior and Opportunities

While presidential elections often create dynamic markets, this year investors are navigating particularly choppy waters as the pandemic adds an unprecedented level of volatility. When you add COVID-19 and the election together, what could that uncertainty mean for portfolios for the rest of the year? JNBA CEO and Chairman Richard S. Brown and Senior Advisor/Investment… Read more »

The Value of an Advisor: Portfolio Construction

At JNBA, we are big believers in the value an advisor can provide to clients. A trusted relationship can produce a rewarding experience and long-term mutual benefits for investors and their advisors and advocates. As we continue our blog series on “The Value of an Advisor,” which highlights what research states are some of the… Read more »

Economic & Market Update

With millions of lives upended and many households dealing with ongoing disruptions to normal daily life, investors are curious as to how the economic recovery will take shape – especially now that many financial markets have rallied back to pre-virus or even record levels. After the initial surge from pent-up demand and government transfer payments… Read more »

Mid-Year Market Outlook

Key Takeaways It will likely take some time before the economy fully heals itself, with debt levels remaining high. The market appears to be currently priced for perfection and is focused on improvements, not challenges. Through ongoing stimulus, the government is keeping this economy – and market – afloat. With the likelihood of ongoing volatility,… Read more »

Podcast: History-Making Second Quarter

  While the coronavirus pandemic roller-coaster continues, the markets have seen a significant rebound – in fact, the past 90 days (through the end of June) earned the title “the best quarter since 1998.” What were the events that led to this historic upswing? JNBA Director of Investment Management David Webb and Senior Advisor-Investment Strategist… Read more »

Inflection Point for the Markets and Economy?

Last Friday’s employment report was a true shocker by showing a gain of 2.5M jobs (estimates were for 7M losses), which may have revealed that our nation has reached an important inflection point much sooner than anticipated. Following the incredibly strong labor report, the S&P 500 officially had clawed back all its year-to-date losses on… Read more »

Economic & Market Update

After nearly 11 years, the historic bull market that emerged from the ashes of the last financial crisis abruptly ended in February as the coronavirus took root in developed markets. Since then, the global pandemic has not only upended life for many households – as economic activity was put on pause – but also has… Read more »

Wall Street vs. Main Street

Since bottoming in late March, the market has entered a rally phase and has risen by more than 20%. In fact, it has retraced nearly half its 35% loss since its mid-February peak and remains down about 15% year-to-date. Fortunately, many individual investors have performed better than the broad market average thanks to diversified portfolios that… Read more »