INVESTMENT INSIGHTS
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
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,
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
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
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
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