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Market Commentary – February 2026

Posted on: February 4, 2026 | Updated: February 4, 2026 by James Investment

Key Insights: Historic "Great Rotation" Reshapes Market Leadership: January marked a watershed moment as small-caps dramatically outperformed mega-caps with the... Read more »

More Than an Inheritance: Helping Your Children Use Wealth Wisely

Posted on: January 22, 2026 | Updated: January 22, 2026 by James Investment

For many parents, the goal of building wealth extends far beyond their own financial security. It often includes a hope... Read more »

Financial Data Privacy

Posted on: January 19, 2026 | Updated: January 19, 2026 by James Investment

When most people think about financial planning, they think about investments, retirement timelines, taxes, or estate documents. What often gets... Read more »

5 Strategic Steps to Start 2026 Strong

Posted on: January 16, 2026 | Updated: January 16, 2026 by James Investment

January is one of the best times to tighten up the basics, spot any new planning opportunities, and make a... Read more »

2026 Roth Catch-Up Rule: What High Earners Need to Know

Posted on: January 16, 2026 | Updated: January 16, 2026 by James Investment

The SECURE Act 2.0 introduced a wide range of changes designed to strengthen Americans’ retirement readiness, but one of the... Read more »

Understanding RMDs and How to Plan for Them

Posted on: December 31, 2025 | Updated: December 31, 2025 by James Investment

A closer look at Required Minimum Distributions and strategies to help minimize unnecessary taxes As retirees enter the phase of... Read more »

Economic Outlook – 2026

Posted on: December 19, 2025 | Updated: December 19, 2025 by James Investment

The 2026 investment landscape is characterized by moderate U.S. economic expansion supported by accommodative monetary policy while stable labor markets... Read more »

Transfer-on-Death Designations vs. Trust Ownership

Posted on: December 9, 2025 | Updated: December 9, 2025 by James Investment

Understanding the Role Each Plays in Your Estate and Wealth Plan Every family has a vision for how they want... Read more »

Market Commentary – December 2025

Posted on: December 3, 2025 | Updated: December 3, 2025 by James Investment

Monthly Recap November 2025 was defined by pronounced volatility as markets navigated a government shutdown, shifting Federal Reserve (Fed) expectations,... Read more »