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 »
James Insights: James Investment
James Investment
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 »
Plan a Legacy
Did you know 70% of wealth transfers fail by the third generation? Another way to think of this is the… Read more »
Year-end Portfolio Checkup
About The Speakers Moustapha Mounah, CFA, ERP Portfolio Manager Neil Craft Client Relationship Manager
2023 Economic Outlook
A Long-Range Economic Look at the Year 2023 The U.S. economy is currently in a late-cycle environment. The odds… Read more »
