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Video Discussion: Staying Focused in 2025’s Dynamic Market
The 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 keeping portfolios positioned to achieve long term goals by managing a disciplined process, such as JNBA’s review of portfolios every 10 business days to help avoid emotional, short-term trading decisions that may cause investors to miss key market recovery days.
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.
Please see import...
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By JNBA Financial AdvisorsThe 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 keeping portfolios positioned to achieve long term goals by managing a disciplined process, such as JNBA’s review of portfolios every 10 business days to help avoid emotional, short-term trading decisions that may cause investors to miss key market recovery days.
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.
Please see import...