1st Quarter Update – Economic Outlook 2022
About The Speakers Neil Craft Client Relationship Manager Fall Ainina Ph.D., CFA Director of Research / Vice President Investment Committee… Read more »
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
Strategies for Retirement Distributions
Including Times of Volatility! You have made it to the finish line. You saved for years and now you’re ready… Read more »
SVB’s Demise: Navigating Turbulent Markets
In this brief presentation, we aim to provide clarity on the recent default of Silicon Valley Bank (SVB), the nation’s… Read more »
Volatility; Now What?
About The Speakers Fall Ainina Ph.D., CFA Director of Research / Vice President Investment Committee Member Ashlee Walton, CFP® Senior… Read more »
Medicare Plans
There is so much information about Medicare out there, the following information should help to clarify. First let’s look at… Read more »
Market Commentary – March 2023
March 2023 Key Insights Disconnect between the equity and bond market appreciation of the Federal Reserve interest rate path. A… Read more »
Small Cap Outlook
About The Speakers Moustapha Mounah, CFA, ERP Portfolio Manager Neil Craft Client Relationship Manager
Social Security Funding
Myth 1: When Social Security runs out of money I will not get my benefits at all. There’s some good… Read more »
New Year Planning
Neil Craft: Hello and welcome to the James Market Clarity podcast. I’m your host Neil Craft. And today on episode… Read more »
Volatility, Now What?
We have been hearing about inflation for some time, but now the media is starting to mention stagflation. This is… Read more »
Market Commentary – February 2023
Key Insights • Disconnect between the market and Federal Reserve interest rate expectations. • Odds of a recession remain elevated… Read more »
2022 Economic Outlook
Economy & Bond Market Federal Reserve & Labor Market Earnings, Energy & Risk Appetite Inflation About The Speakers Trent D…. Read more »
