James Insights: James Investment
James Investment has served individuals, families, and businesses in the Dayton region since 1972. As an independent, locally owned firm, we provide comprehensive financial guidance across investment management, financial planning, tax planning, estate and legacy planning, retirement strategies, and business financial services. Our content is developed by a team of credentialed professionals who work together under one roof to help clients make informed, confident financial decisions. We are not affiliated with any bank or brokerage, which means our guidance is shaped by one priority; the long-term wellbeing of the people we serve.
James Investment
When You Lose a Spouse: The Financial Steps to Take in the First Year
There is no good time to think about money when you are grieving. But in the weeks and months after... Read more »James Small Cap – 2Q26 Update
Small caps had a solid second quarter in 2026, with the Bloomberg 2000 Total Return Index gaining 20.97%, a strong... Read more »
What Does “Risk Tolerance” Actually Mean and Is Yours Still Accurate?
When you first started working with a financial advisor, you probably answered a series of questions about how you’d react... Read more »
The Hidden Cost of DIY Bookkeeping for Growing Small Businesses
Running a small business means managing a lot of moving parts. Payroll, vendor relationships, cash flow, and the day-to-day demands... Read more »
What Is an Umbrella Policy and Why High-Net-Worth Families Should Consider One
Most people are familiar with the basics of insurance. You carry auto coverage in case of an accident. You have... Read more »
Market Commentary – June 2026
Key Insights: Earnings Deliver the Strongest Margin Print on Record: Q1 profits grew 28.6%, more than double the 13.1% expected... Read more »
James Investment To Open A New Location in Minster
Something Big is Happening! After more than 50 years of serving clients from our Xenia headquarters, James Investment is expanding!... Read more »
What a Letter of Instruction Is and Why Every Estate Plan Should Include One
You've done the hard work. You have a will. Maybe a trust. Beneficiary designations are in place, and your attorney... Read more »
James Investment Partners with Local Cosmos Soccer Club
At James Investment, we have always believed that our responsibility extends beyond the financial plans we build. We are part... Read more »
