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
SVB’s Demise
Navigating Turbulent Markets In this brief presentation, we aim to provide clarity on the recent default of Silicon Valley Bank… Read more »
2nd Quarter Outlook
1st Quarter Webster’s Dictionary defines volatility as “a tendency to change quickly and unpredictably”. During the first quarter of 2023… Read more »
1st Quarter Recap
Webster’s Dictionary defines volatility as “a tendency to change quickly and unpredictably”. During the first quarter of 2023 there is… Read more »
3rd Quarter 2023 Outlook
Despite the widespread pessimism pervading the financial markets, their actual performance is surprisingly robust. The first quarter of the year… Read more »
What Is The TSP?
This is the first article in a series about the TSP, or the Thrift Savings Plan. Essentially it is a… Read more »
Market Commentary – June 2023
June 2023 Key Insights The “Debt Ceiling” debate in May had a negative impact on financial markets. The banking crisis… Read more »
Medicare Plans
Neil: Hello and welcome to The James Market Clarity podcast. I’m your host, Neil Craft, and today on Episode 27,… Read more »
TSP Investments
Thank you for continuing our three-part Thrift Savings Plan series. Part one summarized how you and the government put money… Read more »
Market Commentary – May 2023
May 2023 Key Insights Shift in Federal Reserve interest rate tightening expectations. Slowing inflation Banking crisis and ensuing credit tightening… Read more »
Social Security & Cost of Living Adjustment
Neil Craft: Hello and welcome to the James Market Clarity Podcast. I’m your host Neil Craft, and today on episode… Read more »
TSP Distributions
Thank you for reading the final article in our three part series all about the Thrift Savings Plan. In this… Read more »
