Why Invest with James?
Disciplined, Repeatable Process
NOT A Closet, or Enhanced Index
Our Stock Selection Has Potential To Add Value
Veteran
Team
Truly
Independent
Our Mission
Our veteran team of professionals is committed to alleviating uncertainties and providing confidence in achieving your financial goals through independent research.
We are dedicated to respecting and supporting our team, clients and community. We believe this will provide the rewards of continued growth and shared profitability.
GUIDING PRINCIPLESEducation
Inflation
It looks like higher inflation will stick around for a while longer. What should you consider whether you are retired, close to retirement, or still in your working years?
Strategies for Retirement
Most retirees pull money from the wrong accounts at the wrong time. With better strategies, retirees can minimize their taxes and increase the inheritance they pass to their heirs.
Medicare Plans
What is the difference between Medicare and Medicare Advantage? What does Medicare cost? How do I make a decision? Do I have enough saved to cover health care expenses in retirement? Read the full article here.
Social Security Funding
Determining when to start Social Security benefits is a common question. So is wondering how long Social Security will be around. There is a lot of misinformation out there, so we wanted to dispel some of the myths.
Volatility; Now What?
The market began 2022 with much volatility, which is very concerning. When someone is worried about an event, the best way to counteract that fear is to learn about what is happening and take advantage of the opportunities the worry presents.
Plan a Legacy
Why do 70% of wealth transfers fail? The results might surprise you. Focus on a family that has purpose outside of money as you create your legacy.
Should I Pay Down My Debt?
As Boomers head into retirement, the question becomes should they be paying that debt off? Well, the safest answer is: it depends. That's a cute answer, but what does it depend on?
Insights
Market Views
2023 Economic Outlook
A Long-Range Economic Look at the Year 2023
Every year-end since our founding, our team conducts an in-depth analysis of the U.S. economy and financial markets to develop an Annual Economic Outlook. This forecast serves as a blueprint for our investments throughout the year.
Market Views
From Irrational Exuberance To Deep Pessimism
After hitting an all-time high on January 3, 2022, the S&P 500, a broad measure of the stock market, lost 18% as of Friday, May 20th. The technology-heavy NASDAQ tumbled 28% from its recent peak.
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Media Coverage
Brian Shepardson discusses forecasted market reaction as Fed Chair Powell signals a 50-basis point hike in May.
Brian Shepardson, VP & Senior Portfolio Manager at James Investments, discusses the takeaways from this week's earnings and forecasts market reaction as Fed Chair Powell signals a 50-basis point hike in May.
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Market Views
Our Take On The Impact Of The Russia-Ukraine Conflict
As the world grapples with the uncertainties of a major war in the heart of Europe, it is essential to realize that we will be facing more volatile markets ahead. However, if history is any guide, the long-term impact on markets should be manageable.
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Company Updates
Company Merger Announcement
James Investment Research, Inc. (“JIR”) is pleased to announce it will be acquiring its related firm, James Capital Alliance, Inc. (“JCA”), by December 31, 2021. This corporate restructuring will help provide economies of scale within the James organization, allowing our team to better serve clients and financial advisors. As a new division of James Investment Research, Inc., JCA will continue offering model wrap accounts. There will be no change in the portfolio management team or management style. We remain committed to putting the needs of our clients first, deepening relationships and providing outstanding service. Thank you for your continued support. YOUR FUTURE. OUR PURPOSE.
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