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Posted on: July 10, 2026 by James Investment

Small caps had a solid second quarter in 2026, with the Bloomberg 2000 Total Return Index gaining 20.97%, a strong... Read more »

Posted on: July 7, 2026 | Updated: June 8, 2026 by James Investment

When you first started working with a financial advisor, you probably answered a series of questions about how you’d react... Read more »

Posted on: July 1, 2026 by aquinter@jamesinvestment.com

Executive Summary Oil is the variable that defines the second half of 2026. The energy shock that followed the Iran... Read more »

Posted on: June 18, 2026 | Updated: May 22, 2026 by James Investment

Running a small business means managing a lot of moving parts. Payroll, vendor relationships, cash flow, and the day-to-day demands... Read more »

Posted on: June 8, 2026 | Updated: June 8, 2026 by James Investment

Most people are familiar with the basics of insurance. You carry auto coverage in case of an accident. You have... Read more »

Posted on: June 2, 2026 | Updated: June 16, 2026 by James Investment

Key Insights: Earnings Deliver the Strongest Margin Print on Record: Q1 profits grew 28.6%, more than double the 13.1% expected... Read more »

Posted on: May 27, 2026 | Updated: June 16, 2026 by James Investment

Something Big is Happening! After more than 50 years of serving clients from our Xenia headquarters, James Investment is expanding!... Read more »

Posted on: May 22, 2026 by James Investment

You've done the hard work. You have a will. Maybe a trust. Beneficiary designations are in place, and your attorney... Read more »

Posted on: May 7, 2026 | Updated: May 12, 2026 by James Investment

At James Investment, we have always believed that our responsibility extends beyond the financial plans we build. We are part... Read more »

Posted on: May 4, 2026 | Updated: June 16, 2026 by James Investment

Key Insights: Earnings Deliver Strongest Q1 in Over a Decade: The blended Q1 2026 earnings growth rate jumped to 15.1%... Read more »

Posted on: April 22, 2026 by James Investment

The Bloomberg U.S. 2000 Index, a key benchmark for small cap stocks, posted a gain of about 1.70% in Q1... Read more »

Posted on: April 14, 2026 | Updated: April 23, 2026 by James Investment

You built something. A business that supports your family, employs your community, and has demanded decades of your time, energy,... Read more »

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