Disciplined, Repeatable Process
NOT A Closet, or Enhanced Index
Our Stock Selection Has Potential To Add Value
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 PRINCIPLES
A Long-Range Economic Look at the Year 2021
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.
As mentioned on WHIO TV
It might seem obvious to over or under-weight stocks or industries based on who is president. However, our research shows this may not be a winning strategy and, could in fact be harmful to a portfolio.
CNBC's Kelly Evans is joined by Barry James of James Investment Research and Rob Waldner, chief fixed income strategist at Invesco, to discuss how markets are trading.READ MORE
CNBC's Kelly Evans talks with Barry James of James Investment Research; Darrell Cronk of Wells Fargo Investment Institute; and Peter Boockvar of Bleakley Advisory Group, about the ongoing market sell-off amid the coronavirus outbreak.READ MORE
Barry James of James Investment Research says investors should stay invested in diversified assets and start looking around for discounted buys in this market sell-off.READ MORE
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