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Market Commentary – November 2025

Posted on: November 5, 2025 | Updated: November 5, 2025 by James Investment

Monthly Recap The S&P 500 Index delivered a solid 2.34% gain in October, continuing its remarkable recovery from the April... Read more »

Smart Financial Planning for Veterans

Posted on: October 29, 2025 by James Investment

At James Investment, we’re privileged to work with clients who have served our country, and we believe their service should... Read more »

Year-End Financial Review: Three Smart Habits to Start Now

Posted on: October 29, 2025 by James Investment

As the holidays approach and the year begins to wind down, many people naturally start looking ahead to what’s next.... Read more »

James Small Cap – 3Q25 Update

Posted on: October 10, 2025 | Updated: October 20, 2025 by James Investment

Small-cap stocks delivered a strong rebound in the third quarter of 2025, with the James Small Cap fund gaining 8.34%... Read more »

4th Quarter 2025 Outlook

Posted on: October 7, 2025 | Updated: October 13, 2025 by James Investment

Executive Summary The fourth quarter of 2025 opens with markets displaying surface strength that masks deteriorating fundamentals. Earnings growth has... Read more »

Preparing Heirs for Inherited Wealth

Posted on: October 2, 2025 | Updated: October 14, 2025 by James Investment

At James Investment, we believe estate planning is about more than documents. It’s about preparing the next generation to handle... Read more »

Maximizing Charitable Giving in the Wake of OBBBA

Posted on: September 29, 2025 | Updated: October 14, 2025 by James Investment

When it comes to philanthropy, timing matters. The decision of when and how much to give isn’t just about generosity,... Read more »

Staying on Track With Your Required Minimum Distributions

Posted on: September 29, 2025 | Updated: October 14, 2025 by James Investment

As the year winds down, it’s the perfect time to review your retirement account withdrawals. Whether you’re taking withdrawals from... Read more »

Understanding Trump Accounts for Children: A Strategic Opportunity for Families

Posted on: September 4, 2025 | Updated: October 14, 2025 by James Investment

The One Big Beautiful Bill Act, enacted July 4, 2025, introduced significant changes to the tax landscape. Among its 1,000+... Read more »

Market Commentary – September 2025

Posted on: September 3, 2025 | Updated: September 8, 2025 by James Investment

Monthly Recap The S&P 500 Index posted a solid 2.03% gain in August, extending its extraordinary recovery from April 8th... Read more »

Beyond Borders: Protecting Your Health Abroad

Posted on: August 27, 2025 | Updated: October 14, 2025 by James Investment

Kids are back to school, making it a great time to travel abroad. An overlooked detail in your travel arrangements... Read more »

Market Commentary – August 2025

Posted on: August 5, 2025 | Updated: August 5, 2025 by James Investment

Monthly Recap The S&P 500 Index posted a solid 2.24% gain in July, capping off a remarkable recovery story that... Read more »

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