Investment Committee Video Podcast: May 2025

Market 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 podcast, 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 enter the latter part of Q2 and look toward the second half of 2025.

The previous presentation by JNBA Financial Advisors, LLC, was intended for general information purposes only. No portion of the podcast 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 or she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. Please Remember: If you are a JNBA client, please contact JNBA, in writing, if there are any changes in your personal and or financial situation or investment objectives for the purpose of reviewing, evaluating and or revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. 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 important disclosure information at jnba.com/disclosure.