Client Access  |  Careers & Advisory Teams

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?

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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?

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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

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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

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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

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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 […]

Market Update: Dog Days of Summer

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After a challenging 2022, YTD performance up 20% in the S&P 500 through July has been a welcomed reprieve, despite the pullback and volatility we have been experiencing in August. Within this strong performance backdrop, there have been constant concerns around Fed interest rate hikes, banking sector turmoil, debt ceiling debates, and a potential recession […]

Market Update: Lay of the Land

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With the U.S. Congress passing legislation to lift the government’s debt ceiling this week, it appears a large overhang to recent months has been removed, and the markets have already been focusing on other things. The continued area of attention is the familiar debate on future rate hikes. Pundits have been talking about a “pause” […]