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. […]
What’s Normal?
In our September article Seasonal Trends, we highlighted historical market weakness that equities typically experience in the August to October timeframe, before the average strongest periods from November to April. While never a reliable predictor of future outcomes, historic averages have certainly fit the mold this year for both the good and the bad. After […]
Q3 Market Update: The Fed and the Economy’s Impact on Fixed Income
The last three years across markets have brought about dramatic changes as the effects of the pandemic resulted in historic shifts in fiscal and monetary policy, inflation, employment trends, and overall consumer spending and savings habits. One of the largest impacts from these disruptions was the strong increase in inflation we saw at the beginning […]
Q3 Market Podcast: Seasonal Trends
This week, the Federal Reserve left interest rates unchanged, which has many hopeful for an economic “soft landing.” Is this possible amongst the recent weaknesses we’ve seen in the last few months? JNBA President Kim Brown sits down with Mark Rosenkranz and John Foster, both members of JNBA’s Investment Committee, to discuss this and more in our […]
Seasonal Trends
To listen to JNBA’s recent Market Update podcast featuring discussion and commentary from the Investment Committee, click here. For more insights and complimentary visual charts, read below: Despite a relatively strong year for the S&P 500, with YTD returns hovering north of 15%, we have seen challenges across more diversified portfolios in both equities and […]