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4th Quarter 2026 Outlook

Posted on: October 6, 2026 | Updated: October 6, 2026 by James Investment

Download PDF Report Executive Summary We enter the fourth quarter cautiously optimistic about risk assets, with the U.S. economy firmly... Read more »

Year-End Tax Planning for 2026

Posted on: October 1, 2026 | Updated: October 6, 2026 by James Investment

The last few months of the year are when tax planning picks up steam. Once December 31 passes, most of... Read more »

Investment Fraud: What Retirees Need to Know

Posted on: September 28, 2026 | Updated: September 30, 2026 by James Investment

October brings cooler weather, the last quarter of the year, and something less seasonal but just as timely: Cybersecurity Awareness... Read more »

Donating Crop: A Tax-Smart Charitable Gift Option For Farmers?

Posted on: September 15, 2026 | Updated: September 15, 2026 by James Investment

For many farmers, giving back is simply part of doing business each year. Whether it's a gift to the local... Read more »

Special Commentary – The Crack Spread: Why Crude Prices No Longer Explain Energy Inflation

Posted on: September 14, 2026 | Updated: September 14, 2026 by James Investment

Download PDF of This Report The gap between the barrel and the pump For decades, investors have watched Brent and... Read more »

More Than a Medical Spending Account: 5 HSA Strategies Most People Overlook

Posted on: September 10, 2026 | Updated: September 11, 2026 by James Investment

When most people hear “HSA,” they think of an account designed to help pay today's medical bills. But a Health... Read more »

Market Commentary – September 2026

Posted on: September 3, 2026 | Updated: September 4, 2026 by James Investment

Key Insights: Earnings Deliver Record Margins on Broad Revenue Growth: Adjusted for one-time investment gains, S&P 500 profits grew 33.8%... Read more »