James Insights: James Investment
James Investment
A New Break for Seniors: What You Need to Know As part of the recently signed legislation—often referred to as...
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Charitable giving is about more than helping your favorite causes, it can also be a smart financial strategy. Many investors...
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Executive Summary The economic landscape in the second half of 2025 is characterized by a complex interplay of policy-induced uncertainties,...
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Navigating the Financial Implications of Long-Term Care When most people envision retirement, their minds often drift to enjoyable activities—perhaps extended...
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Is It Time to Hire a Financial Planner? When might be the right time? Managing your finances might seem straightforward,...
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If you’re like many of the families we work with, planning for your child’s college education is high on your...
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Monthly Recap The S&P 500 Index surged 6.29% in May, delivering a strong performance amid renewed market optimism. The tech-heavy...
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Why This Report Matters More Than You Think Every year, the Social Security Trustees Report gives Americans a detailed health...
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You might have delayed investing to focus on raising a family, building a business, or simply because the markets seemed...
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As your student prepares for college life, amid the dorm supplies and class schedules, there's a crucial legal consideration many...
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When it comes to planning your legacy, privacy matters. Whether you're looking to protect your loved ones from unwanted attention,...
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Monthly Recap It was a tale of two markets in April. U.S. market turmoil continued in the first half, as...
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