Podcast: 2020 Markets Review/2021 Preview

    From the pandemic to a summer of civil unrest to the contentious election, we’re all keenly aware that 2020 has been a constant barrage of uncertainty and volatility. In our final podcast of the year, JNBA Chairman and CEO Richard Brown and Director of Investment Management David Webb take a look back at […]

Q4 2020 Economic and Market Update

Following a period of nervousness ahead of the presidential election, investors jumped back into stocks with both feet. Initially as the voting results were being tallied, it became clear that a divided government would be far less likely to implement any major tax changes. Investors subsequently received promising news from multiple healthcare firms working on […]

Post-Election Market Update

The S&P 500 surged over 7% last week in its best week since April, and the rally continued into this week with Monday’s announcement of a promising vaccine from Pfizer. In recent history, markets more or less have done well following elections regardless of who wins. As such, we quickly positioned portfolios a bit more aggressively during […]

The Pending Election and the Market

As expected, this presidential race has come down to the wire and is much tighter than pre-election polling suggested. Due to record voter participation, combined with the strength of mail-in voting due to concerns over social crowding at polling sites, the tabulation of all votes will continue through this week. While more likely will be […]

Podcast: Q3 Market Recap

  As we move closer and closer to the November 3 elections, JNBA’s Investment Committee continues to monitor the economic news and market behavior closely. JNBA President Kim Brown and Director of Investment Management David Webb discuss the most notable activity over the past quarter in a new podcast episode recorded on October 7. In […]

ESG Investing: Aligning your portfolio with what’s important to you

If you’ve been giving more thought lately to how your investments can align with your values, you’re not alone. An increasing number of people are participating in socially responsible investing, also known as Environmental, Social, and Governance (ESG) investing, as they desire to make a positive impact in the world. ESG investing is based upon […]

Podcast: 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 […]

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 […]

Podcast: Taxes, the Economy and the Elections

While every presidential election sparks considerable discussion about what the upcoming tax and economic climate may look like, this year includes an additional level of uncertainty around the COVID-19 pandemic. In our latest podcast episode, JNBA President Kim Brown talks with David Webb, Director of Investment Management and a leader of the firm’s Investment Committee, […]

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 […]