JNBA Financial Advisors Podcast
42 episodes - English - Latest episode: 4 months ago -Launched in early 2020, the JNBA Financial Advisors Podcast brings together experts at one of the top nationally-ranked independent fee-only wealth management firms in the country to discuss timely topics that impact investors, from the pandemic and politics to the markets and taxes. Minneapolis-based JNBA Financial Advisors has helped guide people through life’s most important decisions through an advice driven by advocacy® approach for more than 45 years.
For more information about JNBA Financial Advisors, visit JNBA.com.
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Episodes
Investment Committee Video Discussion: Charting the Financial Course in 2024
January 11, 2024 23:00 - 17 minutes - 11.9 MBMembers 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 are shaping the landscape for the upcoming year. The focus now pivots to the essential need for flexibility in strategies, especially in navigating the dynamic post-pandemic environment as we head into an election year. In our lates...
Seasonal Trends
September 22, 2023 14:00 - 12 minutes - 8.49 MBDespite 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 fixed income. While U.S. large cap, driven largely by a few select mega-cap companies, have led the overall performance for asset classes since October 2022 lows, investors have faced a rather muted environment in 2023. Since February of this year, most major asset classes have continued to trend sideways as U.S. large cap ...
Investment Committee Video Discussion: Where is the recession everyone has been talking about?
July 13, 2023 13:00 - 16 minutes - 11.3 MBOver the last year, economic headlines have been bleak. From the national debt ceiling debate to fears of a potential banking crisis, we’ve watched interest rates go up right alongside talks of an economic downturn. But as we turn the corner into the second half of 2023, Americans have been left to wonder, “Where is the recession everyone has been talking about?” In our latest video discussion, recorded on July 12, 2023, JNBA Chairman and CEO Richard S. Brown talks with three members of our...
Q2 Market Podcast: Feeling Comfortably Uncomfortable
May 04, 2023 12:00 - 12 minutes - 8.68 MBFrom turmoil with regional banks to bonds and treasury bills providing higher-yield competition for stocks, one way to describe how many investors are feeling right now is “comfortably uncomfortable.” Negative investor sentiment as we started 2023 set the bar relatively low, and both stocks and bonds are performing better than expected. But market volatility continues. In this 11-minute podcast, JNBA Director of Client Services Cärin Viertel talks with Senior Advisor and Investment Strategi...
Market Update: Out of the Woods?
February 08, 2023 17:00 - 9 minutes - 6.9 MBJust over a month into the new year, 2023 has provided investors with some long-sought good news. After a challenging 2022, both equities and bonds are off to a solid start, Europe and China are stimulating the global market, and the Fed may be coming close to the end of its tightening cycle. While this has created positive market headlines, we’re likely to see continued volatility ahead. In this nine-minute podcast, JNBA Director of Investments David Webb and Investment Committee member...
What could 2022 mean for 2023 market performance?
January 12, 2023 20:00 - 21 minutes - 15.1 MBIf we could summarize 2022’s market performance in one word, it would be “frustrating,” with negative returns across almost all asset classes, from equities to bonds. Inflation, relentless interest-rate hikes by the Fed, and supply chain distortions from the war in Ukraine and the pandemic all led to a perfect storm of uncertainty, volatility, and a tough slog for investors. But what did the year teach us about how the economy and markets could shape up in 2023? In our latest video discussi...
Could the market make up ground as we head toward year-end?
November 10, 2022 20:00 - 11 minutes - 7.64 MBAfter an awful start to the year, the market has handled a bevy of bad news over the past few months in a much more encouraging way. Add to that several elements that could be catalysts for further improvement, including the most recent inflation report, and we’re asking ourselves: Could we be seeing the makings of a year-end rally? Generally, the markets deliver the highest returns in the first few quarters after a midterm election. The latest jobs report and the November 10 inflation numb...
Rounding the Turn Toward a New Year
October 06, 2022 13:00 - 19 minutes - 13.5 MBAs we head into the final quarter of 2022, investors continue to navigate a challenging environment that has seen stocks down 25 percent and bonds dropping 14 percent as the Fed battles inflation and world events remain somber. By any measurement it has been – to paraphrase the title of a popular children’s book – a terrible, horrible, no good, very bad year – at least thus far. In our latest podcast episode, JNBA’s Investment Committee takes an in-depth, 18-minute look at the previous quar...
What could the economy’s mixed messages be trying to tell us?
August 24, 2022 21:00 - 8 minutes - 6.15 MBThe economy is trying to tell us something, but its messages are mixed. GDP fell in the second quarter, the second straight decline of negative real growth, which many investors have interpreted as a strong recession signal. While the National Bureau of Economic Research considers many different economic variables and hasn’t officially labeled it a recession yet, many investors are scratching their heads as the market has bounced sharply off its June lows and the economy continues to expand...
Midyear Market Update: How has the first half of 2022 set the stage for the rest of the year?
July 14, 2022 13:00 - 14 minutes - 10.2 MBBy nearly any measure, the first half of the year has been extremely challenging for investors, with negative returns across all asset classes. But even as the bumpy ride continues, silver linings are emerging. In our latest video, JNBA Chairman and CEO Richard S. Brown, Director of Investment Management David Webb, and Senior Advisors and Investment Strategists Michael Bilotta and John Foster discuss what JNBA’s Investment Committee is looking for now that earnings season is here. In this ...
Some Potential Upsides to the Fed’s Recent Rate Hike
June 21, 2022 19:00 - 9 minutes - 6.69 MBThe Fed’s interest rate hike last week was the largest in nearly 30 years and resulted in a mixed bag for investors. Fears of inflation have dampened consumer sentiment, which continues to contribute to market volatility. Despite the markets entering bear market territory, the climate is also delivering higher bond yields, which could mean better opportunities for investors, and sets the table for potentially better performance moving forward. In our new podcast episode, Director of Investm...
What could recent market losses mean for the rest of 2022?
May 10, 2022 15:00 - 15 minutes - 10.8 MBOne thing’s for sure when it comes to the markets: We’re not in Kansas anymore. You’re probably not surprised to hear that stocks are having the worst start to a new year since 1939. For perspective, that’s the year “The Wizard of Oz” hit movie screens for the first time, and right now you may be feeling a little like Dorothy did when her house crash-landed on the Yellow Brick Road. But while April was the worst month for global stocks since the pandemic started in March 2020, what could ...
Market Update and the Role of Bonds in Portfolios
April 07, 2022 13:00 - 10 minutes - 7.25 MBIn the first quarter of 2022, the markets were fairly volatile with rising inflation as well as the first land war in Europe since World War II. Bonds, in particular, experienced their worst quarter in 40 years, although the stable nature of bonds still don’t compare to the volatility of stocks. As these historical events unfold, JNBA President Kim Brown recently sat down with two senior members of JNBA’s Investment Committee -- David Webb, Director of Investment Management, and John Foste...
How are recent world events impacting the financial markets?
March 08, 2022 19:00 - 7 minutes - 5.41 MBThe invasion of Ukraine, rising inflation, and anticipated interest rate increases continue to spark considerable market volatility – but what does a historical perspective tell us about what could happen next? JNBA President Kim Brown and Senior Advisor and Investment Strategist John Foster discuss how global events are impacting the markets right now, and what our JNBA Investment Committee anticipates could happen in the second half of the year. DISCLOSURE Due to various factors, includ...
What Could 2021 Key Market Events Mean for 2022?
January 14, 2022 22:00 - 14 minutes - 9.74 MB2021 was a unique year, to say the least. While we collectively experienced a change in leadership, the pandemic pressed on, and millions left the workforce, investors faced everything from double-digit S&P gains to rampant inflation and record-low interest rates. What might 2022 bring? In our latest video discussion, JNBA Chairman and CEO Richard S. Brown talks with three senior members of our Investment Committee – David Webb, JNBA’s Director of Investment Management, and Michael Bilotta ...
How Autumn’s Market Activity Could be Setting the Stage for 2022
November 09, 2021 13:00 - 4 minutes - 3.32 MBThere was plenty of market turmoil in September, followed by a more positive October. What could that mean for the future? With earnings season wrapping up, David Webb, Director of Investment Management and a leader of our Investment Committee, and Senior Advisor and Investment Strategist John Foster take a look at recent market activity and what our JNBA Investment Committee is keeping an eye on for the rest of the year and into 2022. DISCLOSURE Due to various factors, including changing ...
More than a salary: Navigating executive and key employee compensation options
October 21, 2021 17:00 - 11 minutes - 8.26 MBWhether you work for a public company, a large private company, or a startup, as you advance in your career you may be eligible for several benefits meant to reward key employees. These benefit packages are designed to promote retention and to allow employees to share in a company’s success. While executive compensation packages can be lucrative, they come with complex tax rules and financial planning considerations that need to be evaluated at least annually. DISCLOSURE Due to various fac...
How has Q3 market activity shaped what may lie ahead?
October 06, 2021 16:00 - 8 minutes - 5.78 MBThe third quarter of 2021 was one for the record books with historically low interest rates, the first real resurgence of volatility since last fall, and now, after six months of relative calm, bond yields appearing to rise again. In our latest podcast, David Webb, Director of Investment Management and a leader of our Investment Committee, and Senior Advisor and Investment Strategist John Foster take a look at the third quarter’s notable activity and what our JNBA team is keeping an eye on....
How has Q3 market activity shaped what may lie ahead?
October 06, 2021 16:00 - 8 minutes - 5.78 MBThe third quarter of 2021 was one for the record books with historically low interest rates, the first real resurgence of volatility since last fall, and now, after six months of relative calm, bond yields appearing to rise again. In our latest podcast, David Webb, Director of Investment Management and a leader of our Investment Committee, and Senior Advisor and Investment Strategist John Foster take a look at the third quarter’s notable activity and what our JNBA team is keeping an eye on....
What’s driving the markets this fall?
September 17, 2021 22:00 - 11 minutes - 8.13 MBWhile fall means cooler weather, back-to-school, and raking leaves, historically it also kicks off a more difficult period for investors. In our latest podcast, David Webb, Director of Investment Management and a leader of our Investment Committee, talks about the markets with Senior Advisor and Investment Strategist Michael Bilotta. They discuss what has been driving the markets in the third quarter of the year and what the JNBA Investment Committee is keeping its eye on now that we’re hea...
2021 Mid-Year Market Update
July 16, 2021 21:00 - 15 minutes - 10.9 MBAs we round the corner into the last half of 2021, we’re taking a look back at how the markets and global economy fared in the first and second quarters and what that could mean for the rest of the year. In our latest video discussion, JNBA Chairman and CEO Richard S. Brown talks with three senior members of our Investment Committee — Michael Bilotta and John Foster, both Senior Advisors and Investment Strategists, along with David Webb, JNBA’s Director of Investment Management. They look a...
What could 5% inflation mean for investors?
June 11, 2021 12:00 - 11 minutes - 7.78 MBThe Bureau of Labor Statistics announced on June 10 that the rate of inflation over the past year rose 5%, the highest jump since 2008, due in large part to the reopening of the economy. In our latest podcast, recorded the morning the numbers were released, JNBA Chairman and CEO Richard S. Brown talks with David Webb, Director of Investment Management and a leader of our Investment Committee. They discuss our team’s perspective on the latest economic news, how transitory the elevated leve...
What Could Possible Tax Law Changes Mean to You?
April 29, 2021 11:00 - 9 minutes - 6.37 MBAs the new administration hits the 100-day mark, lawmakers are considering multiple changes to the tax code for corporations, individuals, and families that could potentially impact everything from income tax brackets to capital gains tax rates. In our latest podcast, JNBA President Kim Brown talks with Christopher Mastley, an advisor and member of JNBA’s Financial Planning Committee; and John Foster, a senior advisor and an investment strategist on JNBA’s Investment Committee. They discus...
Q1 2021 Market Update
April 16, 2021 20:00 - 12 minutes - 8.62 MBWhen it comes to the markets, what a difference a year makes. Thankfully, the first quarter of 2021 looked quite different from much of 2020, when the pandemic threw curveball after curveball at investors. In our latest discussion, JNBA Chairman and CEO Richard Brown sits down with three senior members of the firm’s Investment Committee — Director of Investment Management David Webb, and Michael Bilotta and John Foster, both Senior Advisors and Investment Strategists. They take a look at so...
How is the emergency relief package affecting taxes and the markets?
March 22, 2021 20:00 - 13 minutes - 9.01 MBA new emergency relief package – the American Rescue Plan Act of 2021 – was signed into law on March 11, outlining payments to individuals and funding for federal programs. The law covers an enormous amount of ground, so to help break it down, JNBA has devoted its latest podcast to some of the key provisions of the Act that directly impact individuals, families, and businesses. One particularly important change is the deadline to file individual 2020 tax returns and pay any tax owed has bee...
What Could Rising Interest Rates Mean for Planning and Portfolios?
March 04, 2021 19:00 - 8 minutes - 5.75 MBWhile interest rates remain low, the prospect of higher rates brings with it both challenges and opportunities, and raises several questions. Is there still time to consider refinancing your mortgage? Does it make sense to move some cash from savings to a potentially higher-yield opportunity? What could higher inflation mean for investments? In our latest podcast, JNBA President Kim Brown, Advisory Services Manager Elise Huston, and Director of Investment Management David Webb discuss those...
New-Year Market Update
January 12, 2021 13:00 - 8 minutes - 6.18 MBThe new year is less than two weeks old, and it’s already brought with it major and unprecedented news – from the Georgia run-off election to the unrest in Washington, D.C. and the ongoing global pandemic. In our first podcast of 2021, recorded on January 11, JNBA Chairman and CEO Richard S. Brown and Director of Investment Management David Webb look at how the markets are reacting to these events and how JNBA’s Investment Committee is responding to challenges and opportunities for investor...
2020 Markets Review/2021 Preview
December 18, 2020 04:00 - 14 minutes - 9.83 MBFrom 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 how those events influenced portfolios and a look ahead at what 2021 may bring. In this 12-minute discussion, we talk about how JNBA has navigated the constantly changing environment – in...
Q3 Market Recap
October 07, 2020 15:00 - 9 minutes - 6.61 MBAs 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 the eight-minute discussion, they cover the key factors that have significantly impacted the markets in Q3 and which practices have traditionally served investo...
Politics and the Pandemic: Fourth Quarter Market Behavior and Opportunities
September 22, 2020 19:00 - 6 minutes - 4.17 MBWhile 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 Chairman and CEO Richard S. Brown and Senior Advisor - Investment Strategist John Foster recorded a five-minute podcast on September 17, in which they explored the market behaviors we’re ...
Taxes, the Economy, and the Elections
September 02, 2020 12:00 - 13 minutes - 9.06 MBWhile 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 Elise Huston, Advisor - Advisory Services Manager and leader of JNBA’s Financial Planning Committee, and David Webb, Director of Investment Management and a leader of the firm’s Investment Committee, about everythin...
History-Making Second Quarter
July 10, 2020 13:00 - 13 minutes - 9.08 MBWhile 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 Michael Bilotta recorded a 13-minute podcast on July 9 where they take a look at the second quarter of 2020, how we got here, and what the JNBA...
Executive Planning Opportunities During Employment Transitions
June 25, 2020 13:00 - 7 minutes - 5.18 MBCOVID-19 has created a lot of change for many individuals and families. For some, this has meant a change to employment, the role within the company or possibly a change to their compensation package. Executives may be faced with the decision of taking a severance package, an early retirement package or a reduction in pay. On June 24, JNBA President Kim Brown; Elise Huston, Advisor - Advisory Services Manager and leader of JNBA’s Financial Planning Committee; and Patrick Moyneur, Senior Adv...
Maximizing Charitable-Giving Tax Benefits
May 22, 2020 13:00 - 8 minutes - 5.63 MBDuring this unprecedented time, many nonprofits are struggling to do more with less. JNBA Financial Advisors is working to help our clients make the most of their charitable giving as they look for additional ways to support the organizations they care about. JNBA Director of Client Services Cärin Viertel and Advisor Chris Mastley, recorded an eight-minute podcast on May 21 where they discussed a number of ways to maximize charitable tax benefits, including setting up a Donor Advised Fund, ...
JNBA’s Investment Committee on Managing Client Portfolios During the Pandemic
May 08, 2020 13:00 - 6 minutes - 4.29 MBWhile the pandemic continues to spark uncertainty in the financial markets and across many aspects of our lives, there is one thing we can control: our response to the crisis. JNBA Financial Advisors is relying on its disciplined process and tools – including asset allocation, rebalancing and tax loss harvesting – as we put our advice driven by advocacy® approach to work to navigate the coronavirus pandemic on behalf of our clients. JNBA Chairman and CEO Richard S. Brown and Senior Advisor...
What does the market bottoming process look like?
April 17, 2020 13:00 - 9 minutes - 6.22 MBIt’s no secret that the daily impact of COVID-19 continues to move the markets drastically and rapidly. As our clients review their first-quarter portfolio statements for the year, we are reminded again of the direct blow to the economy and investments these past several weeks. Yet, a lot of market movement has continued even since the end of the quarter on March 31 – a little over two weeks ago. JNBA Chairman and CEO Richard S. Brown and Director of Investment Management David Webb sat do...
Series: What does the CARES Act mean for you? Episode 4: Small Business Relief
April 09, 2020 16:00 - 7 minutes - 4.87 MBIn response to the CARES Act, created to provide relief for individuals and businesses that have been negatively impacted by the coronavirus outbreak, JNBA recorded a series of four podcasts (each around five minutes long) to discuss specific aspects of the law. JNBA President Kim Brown — along with some colleagues on the firm’s Financial Planning Committee: Client Services Manager Stacy Friedges, Advisor Luke Traxler, Advisor - Advisory Services Manager Elise Huston, and Advisor Nick Schei...
Series: What does the CARES Act mean for you? Episode 3: Rebate Checks
April 09, 2020 15:00 - 7 minutes - 5.22 MBIn response to the CARES Act, created to provide relief for individuals and businesses that have been negatively impacted by the coronavirus outbreak, JNBA recorded a series of four podcasts (each around five minutes long) to discuss specific aspects of the law. JNBA President Kim Brown — along with some colleagues on the firm’s Financial Planning Committee: Client Services Manager Stacy Friedges, Advisor Luke Traxler, Advisor - Advisory Services Manager Elise Huston, and Advisor Nick Schei...
Series: What does the CARES Act mean for you? Episode 2: Retirement Plan Distributions & Student Loan Payments
April 09, 2020 14:00 - 6 minutes - 4.45 MBIn response to the CARES Act, created to provide relief for individuals and businesses that have been negatively impacted by the coronavirus outbreak, JNBA recorded a series of four podcasts (each around five minutes long) to discuss specific aspects of the law. JNBA President Kim Brown — along with some colleagues on the firm’s Financial Planning Committee: Client Services Manager Stacy Friedges, Advisor Luke Traxler, Advisor - Advisory Services Manager Elise Huston, and Advisor Nick Schei...
Series: What does the CARES Act mean for you? Episode 1: Roth Conversion Opportunities & Required Minimum Distributions (RMDs)
April 09, 2020 13:00 - 7 minutes - 5.19 MBIn response to the CARES Act, created to provide relief for individuals and businesses that have been negatively impacted by the coronavirus outbreak, JNBA recorded a series of four podcasts (each around five minutes long) to discuss specific aspects of the law. JNBA President Kim Brown — along with some colleagues on the firm’s Financial Planning Committee: Client Services Manager Stacy Friedges, Advisor Luke Traxler, Advisor - Advisory Services Manager Elise Huston, and Advisor Nick Schei...
What may be next for investors during the COVID-19 pandemic?
March 27, 2020 13:00 - 9 minutes - 6.29 MBIn the latest episode of JNBA’s podcast, Chairman and CEO Richard S. Brown sat down on March 26 with colleagues on JNBA’s Investment Committee to talk about where we are with the markets’ response to the COVID-19 pandemic and what could be next. Richard, along with Director of Investment Management David Webb, and Senior Advisor Investment Strategist John Foster, discussed the framework the Investment Committee is referencing as an indicator of what investors might expect as the pandemic c...
What the Coronavirus Pandemic Means for Investors
March 18, 2020 13:00 - 15 minutes - 10.7 MBTo help shed additional light on how this unprecedented COVID-19 pandemic is impacting the markets, JNBA Chairman and CEO Richard S. Brown sat down – virtually, from remote locations – on March 17 with colleagues to record the latest episode of our podcast. Richard was joined by three team members who help lead JNBA’s Investment Committee – Director of Investment Management David Webb, Senior Advisor - Investment Strategist Mike Bilotta, and Senior Advisor - Investment Strategist John Foste...