Shows
Navigating Life Transitions by JNBA Financial AdvisorsNavigating the Search for a Retirement CommunityIn planning for retirement, it’s easy to let our minds wander towards beaches and palm trees or whatever the picture of our dream lifestyle represents. For many, the thought of needing any sort of long-term care is still quite distant. But the reality is that most adults will need senior care at some point. Today, we have a lot of choices when it comes to retirement communities, what the spectrum of care looks like and how to fund it. In the latest episode of “Navigating Life Transitions” a podcast by JNBA Financial Advisors we are joined by Jona...2025-07-2933 min
JNBA Financial Advisors PodcastVideo Discussion: Staying Focused in 2025’s Dynamic MarketThe first half of 2025 has included significant market volatility, especially around early April. Now, as Q2 comes to an end and markets have evened out some, the JNBA Financial Advisors Investment Committee analyzes the historic ups and downs in a video discussion recorded on July 14, 2025.The conversation between JNBA Chairman and CEO Richard S. Brown, Senior Advisor – Investment Strategist Michael Bilotta, ChFC®, CASL®, RICP®, and Investment Strategist Mark Rosenkranz, CFA® covers the unpredictability faced over the last six months and provides perspective on what that could mean for investors as we look ahead. They also share insights into k...2025-07-1716 minNavigating Life Transitions by JNBA Financial AdvisorsLong-Term Care Insurance: Navigating When and How to Use BenefitsFor millions of Americans, long-term care insurance is a part of their financial plan. Listen to this enlightening episode of JNBA’s podcast, Navigating Life Transitions, where we discuss some important considerations in the journey from signing a policy to using its benefits. DISCLAIMER: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...2025-06-1321 minJNBA Financial Advisors PodcastInvestment Committee Podcast: May 2025Market conditions in April 2025 were notably volatile, with almost daily swings in market values following changes in policy and tariffs. The whiplash left consumers, businesses, and investors concerned about the U.S. economy’s resilience and the long-term impact on portfolios. In our latest JNBA Investment Committee video discussion, recorded on May 19, 2025, senior members of the JNBA Investment Committee discuss investing tactics that supported less volatility for portfolios, including asset allocation and rebalancing. John Foster, Senior Advisor – Investment Strategist, and Mark Rosenkranz, Investment Strategist, also address the latest data points and where investors can focus their attention as we...2025-05-2115 minNavigating Life Transitions by JNBA Financial AdvisorsNavigating a Financial Advisor RetiringDISCLAIMER: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 inve...2025-03-2023 minNavigating Life Transitions by JNBA Financial AdvisorsNavigating Death of a SpouseLosing a spouse can be one of life’s most emotional and traumatic transitions. From “the business of death” to life after loss, this “Navigating Life Transitions” podcast episode reminds us that the journey forward doesn’t have to be faced alone.DISCLAIMER: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...2025-02-2026 minJNBA Financial Advisors PodcastInvestment Committee Video Discussion: 2025 Outlook2024 brought us rising yields, a strong dollar, and a headline-grabbing presidential election. How do these events, along with other key factors, guide investment strategies into the new year?In our latest video discussion, recorded on January 7, 2025, members of the JNBA Investment Committee recap 2024 and discuss opportunities on the radar as 2025 unfolds. JNBA Chairman and CEO Richard S. Brown talks with two senior members of our Investment Committee, John Foster, Senior Advisor – Investment Strategist, and Mark Rosenkranz, Investment Strategist, about the outlook of corporate earnings, the equity market, inflation, and more.DISCLOSUREThe pr...2025-01-1015 minJNBA Financial Advisors PodcastInvestment Committee Podcast: The Election Day EffectCan the current strength in the markets continue past Election Day and into 2025? This is the question that investors are asking, as the Federal Reserve Board keeps a close eye on trends. In this 15-minute podcast facilitated by JNBA Financial Advisors Director of Client Services Cärin Viertel, Investment Strategist Mark Rosenkranz and Senior Advisor and Investment Strategist Michael Bilotta consider the impact of the upcoming elections and discuss what the Fed might be looking at to direct its next move. After the Fed recently dropped interest rates for the first time in four years, everyone is wa...2024-10-2515 minNavigating Life Transitions by JNBA Financial AdvisorsNavigating an Unexpected Job SearchNavigating an unexpected job search can be overwhelming, filled with uncertainty and anxiety. However, it also offers a unique opportunity to reassess and realign your career path with your true passions and long-term goals. Host Kim Insley and guests Elise Huston and Nick Scheibel, both Senior Advisors at JNBA, discuss this transitional period and share insights to help you find your next career venture.DISCLAIMER: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 subs...2024-08-1619 minNavigating Life Transitions by JNBA Financial AdvisorsPlanning care for loved ones with special needsHow do you help ensure a bright future for loved ones with special needs, especially beyond your lifetime? By planning for their care and support, you can enhance their quality of life and provide peace of mind for yourself. In this episode, JNBA Financial Advisor Elise Huston and Stuart Bear, an attorney at Chestnut Cambronne, talk with host Kim Insley about considerations while making these preparations that can contribute to a secure and fulfilling future for those you care about.DISCLAIMER:The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general info...2024-07-2626 minJNBA Financial Advisors PodcastHalfway through 2024: Investment Committee CommentaryAs we enter the second half of this calendar year and approach the 2024 presidential election, what have we seen, and where are we headed?In our 15-minute video podcast featuring JNBA Financial Advisors President Kim Brown with John Foster and Mark Rosenkranz, both Investment Strategists and members of the JNBA Investment Committee, the team provides insights into considerations that have affected markets this year including unemployment, inflation, and corporate earnings.Having observed and enjoyed continued market growth in Q2 of 2024, history points to increased market volatility as autumn and the election approach. While the Investment...2024-07-1716 minNavigating Life Transitions by JNBA Financial AdvisorsNavigating a Second MarriageMillions of Americans will embark on a second attempt at wedded bliss. And while getting married is a time of excitement and romance, it can be more complicated when two individuals bring together their already-established lives. This episode of “Navigating Life Transitions” covers various considerations for couples entering a second marriage, including asset merging, prenuptial agreements, estate planning and more.DISCLAIMER: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 f...2024-06-2728 minNavigating Life Transitions by JNBA Financial AdvisorsHow do you Navigate Growing a Family?How do you navigate growing a family? Parents sometimes joke they are never ready, but some considerations will help you be more financially and emotionally prepared. We discuss with Financial Advisors Elise Huston and Noel Silker on this latest episode of “Navigating Life Transitions” by JNBA Financial Advisors.DISCLAIMER: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...2024-05-2221 minJNBA Financial Advisors PodcastCyber Security: What is a ScamThe internet is a high-speed landscape for instant information, day-to-day communication, and modern conveniences. With the click of a button, we are now absorbing world news and events from every corner of the globe. We’re fielding texts and electronic mail from friends and family, as well as brands and businesses. And we’re expediting everyday errands with GPS-guided directions, online shopping orders, and electronic financial transactions.With all of this online activity, it’s more important than ever to protect yourself and your assets from criminals who are looking to capitalize on your data. In a new, t...2024-05-0917 minJNBA Financial Advisors PodcastCyber Security: You are Not AloneIn this episode, Morris expands on the simple yet effective “Pause-Think-Act” concept, which can help you catch potential scams before your private information is compromised. DISCLOSUREThe 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...2024-05-0915 minJNBA Financial Advisors PodcastCyber Security: Staying Safe Online Cyber scams are becoming increasingly sophisticated, with millions of people falling victim each year. It's crucial to understand that you are not alone in this battle. There are proactive measures you can take to prevent falling victim to these scams and there are resources available to help if you do get scammed. By staying informed and vigilant, you can significantly reduce your risk of becoming a target for cybercriminals. DISCLOSUREThe previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receip...2024-05-0918 minNavigating Life Transitions by JNBA Financial AdvisorsNavigating Preparing for RetirementRetirement is one of life’s biggest transitions. To help you better prepare for and embrace this new chapter of life, JNBA Financial Advisors brought together a few recent retirees and Amy Mullen, president of Money Quotient and an expert on navigating the transition to retirement.During this panel discussion, which was recorded as a special live episode of the Navigating Life Transitions podcast on April 16, 2024, we hear about new learnings and unexpected aspects of the transition to retirement.DISCLAIMER:The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for genera...2024-05-011h 03Navigating Life Transitions by JNBA Financial AdvisorsNavigating the Challenges of Having Difficult ConversationsWhether it's discussing future inheritances with children, preparing for a new marriage, navigating the sale or transition of a family business, or deciding on the legacy you wish to leave behind, difficult conversations are a part of life. In this 23-minute episode, learn how financial professionals can assist you in navigating these discussions.DISCLAIMER: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 prof...2024-04-1023 minJNBA Financial Advisors PodcastNavigating 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 our 15-minute podcast facilitated by JNBA Financial Advisors President Kim Brown in which she speaks to John Foster and Mark Rosenkranz, both investment strategists and members of the JNBA Investment Committee, the team provides insights into current market dynamics and anticipated trends for the rest of the year. DISCLOSUREThe previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves...2024-04-1013 minNavigating Life Transitions by JNBA Financial AdvisorsNavigating Getting MarriedGetting married is a time full of excitement, anticipation, and romance. One of the furthest things from your mind might be financial planning, but it’s worth some consideration as you merge your life – and assets – with another’s. In this 18-minute podcast, host Kim Insley and JNBA Advisors Elise Huston and Chris Mastley talk about the benefits of open and honest conversations before your wedding day.DISCLAIMER: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 subs...2024-02-2718 minNavigating Life Transitions by JNBA Financial AdvisorsNavigating the Complexities of InheritanceAn inheritance of any size can be a significant gift. But it can come with an entanglement of emotions, the involvement of multiple parties, and many other considerations. In this 15-minute episode of “Navigating Life Transitions,” host Kim Insley talks with JNBA Advisors Elise Huston and Luke Traxler about the complexities and emotions of both leaving and receiving an inheritance, and reflect on memorable stories of impactful legacy. DISCLAIMER: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...2024-01-1917 minJNBA Financial Advisors PodcastInvestment Committee Video Discussion: Charting the Financial Course in 2024Members 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...2024-01-1217 minNavigating Life Transitions by JNBA Financial AdvisorsNavigating Financial GiftsHow do you financially gift to the next generation and beyond? Whether for education or to create financial ease for kids or grandkids, seeing the impact financial gifts have while you’re living can bring meaning and enjoyment to your life. In this 18-minute episode, guests Elise Huston and Christopher Mastley, both Advisors at JNBA, share insights into the strategies behind financial gifting and how they’ve helped individuals and families facilitate. DISCLAIMER:The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as...2023-12-0719 minNavigating Life Transitions by JNBA Financial AdvisorsNavigating Charitable GivingWhen it comes to charitable giving, there are many ways – both big and small – to make a difference. So, where and how does one begin? In this 18-minute episode, JNBA Advisors, Elise Huston and Nick Scheibel, chat with host Kim Insley about strategies to maximize the opportunity to give, from Qualified Charitable Distributions to Donor Advised Funds, from appreciated stock to volunteering your time.DISCLAIMER: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 substitu...2023-11-1619 minNavigating Life Transitions by JNBA Financial AdvisorsNavigating Your Empty NestHave you recently found yourself with an "empty nest?" As you launch your children into young adulthood, you might find yourself navigating new feelings and considerations. In this episode of the "Navigating Life Transitions" podcast, host Kim Insley and JNBA team members share some of their personal experiences along with ideas for embracing this new phase of life. DISCLAIMER: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...2023-10-1830 minJNBA Financial Advisors PodcastSeasonal Trends 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 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 has moved modestly higher. DISCLOSUREThe previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was in...2023-09-2212 minNavigating Life Transitions by JNBA Financial AdvisorsNavigating a Significant Change in IncomeYou got a promotion! While the shiny new title and accompanying salary bump can mean great things for your bank account, it also opens up a number of other opportunities and considerations. In this episode of Navigating Life Transitions, host Kim Insley talks with two JNBA Financial Advisors and a Certified Public Accountant from one of our strategic partners about what to do if you have recently experienced a significant change in your income. DISCLAIMER:The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the p...2023-08-2220 minNavigating Life Transitions by JNBA Financial AdvisorsNavigating Leaving a LegacyHow do you want to be remembered? It can be hard to think about, but it’s important, as the answer is unique to each individual. In this 24-minute podcast, host Kim Insley and JNBA Advisors Elise Huston and Patrick Moyneur prompt ideas on how you can leave a lasting legacy.DISCLAIMER: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 c...2023-08-2223 minJNBA Financial Advisors PodcastInvestment Committee Video Discussion: Where is the recession everyone has been talking about?Over 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 Investment Committee: Mark Rosenkranz, an Investment Strategist, and John Foster and Michael Bilotta, both Sr. Ad...2023-07-1316 minNavigating Life Transitions by JNBA Financial AdvisorsHow do I know I'm ready to retireWhen are you – and your finances – ready for retirement? In this 21-minute podcast, host Kim Insley talks with three advisors from JNBA Financial Advisors about important factors to consider when laying out your plan for retirement.DISCLAIMER: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 assum...2023-06-0920 minJNBA Financial Advisors PodcastQ2 Market Podcast: Feeling Comfortably UncomfortableFrom 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 Strategist John Foster, PPC®, and Investment Strategist Mark Rosenkranz, CFA®, about the latest economic news and what it could mean mo...2023-05-0412 minJNBA Financial Advisors PodcastMarket Update: Out of the Woods?Just 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 and Senior Investment Strategist John Foster discuss how different economic factors could shape the markets as we move...2023-02-0809 minJNBA Financial Advisors PodcastWhat could 2022 mean for 2023 market performance?If 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 discussion recorded on January 11, 2023, JNBA Chairman and CEO Richard S. Brown talks with three senior members of our...2023-01-1221 minJNBA Financial Advisors PodcastCould the market make up ground as we head toward year-end?After 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 numbers are also steps in the right direction. And, historically, the market’s seas...2022-11-1011 minJNBA Financial Advisors PodcastRounding the Turn Toward a New YearAs 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 quarter’s performance and what might be on the horizon as we head toward 2023.JNBA Director of...2022-10-0619 minJNBA Financial Advisors PodcastWhat could the economy’s mixed messages be trying to tell us?The 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 payrolls, creating almost three million new jobs in the first half of the year.So wh...2022-08-2408 minJNBA Financial Advisors PodcastMidyear Market Update: How has the first half of 2022 set the stage for the rest of the year?By 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 14-minute conversation, the team covers everything from inflation to the threat of recession to bond returns, and potential op...2022-07-1414 minJNBA Financial Advisors PodcastSome Potential Upsides to the Fed’s Recent Rate HikeThe 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 Investment Management David Webb and Senior Advisor and Investment Strategist John Foster discuss what the rate hike – as well as earnings season and...2022-06-2109 minJNBA Financial Advisors PodcastWhat could recent market losses mean for the rest of 2022? One 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 the volatile start of the year mean for...2022-05-1015 minJNBA Financial Advisors PodcastMarket Update and the Role of Bonds in PortfoliosIn 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 Foster, a Senior Advisor and Investment Strategist -- for a conversation on how investors can interpret these event...2022-04-0710 minJNBA Financial Advisors PodcastHow are recent world events impacting the financial markets?The 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.DISCLOSUREThe previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the rec...2022-03-0807 minJNBA Financial Advisors PodcastWhat Could 2021 Key Market Events Mean for 2022?2021 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 and John Foster, both Senior Advisors and Investment Strategists. They take a look back at 2021 and what our team is keeping an eye...2022-01-1414 minJNBA Financial Advisors PodcastHow Autumn’s Market Activity Could be Setting the Stage for 2022There 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.DISCLOSUREThe previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of t...2021-11-0904 minJNBA Financial Advisors PodcastMore than a salary: Navigating executive and key employee compensation optionsWhether 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. DISCLOSUREThe previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion...2021-10-2111 minJNBA Financial Advisors PodcastHow has Q3 market activity shaped what may lie ahead?The 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.DISCLOSUREThe previous presentation by JNBA Financial Advisors, LLC (“JNBA...2021-10-0608 minJNBA Financial Advisors PodcastWhat’s driving the markets this fall?While 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 headed into autumn.DISCLOSUREThe previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was in...2021-09-1811 min