Investment Committee Video Discussion: Charting the Financial Course in 2024

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 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 latest video discussion, recorded on January 9, 2024, JNBA Chairman and CEO Richard S. Brown talks with two senior members of our Investment Committee: Michael Bilotta, Senior Advisor, and Mark Rosenkranz, Investment Strategist. The 15-minute episode explores the base case for 2024, including the possibility of declining interest rates, slowing growth, and moderate gains in stocks and bonds.

DISCLOSURE
The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com.

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