James Insights: James Investment
James Investment
Market Commentary – May 2025
Monthly Recap It was a tale of two markets in April. U.S. market turmoil continued in the first half, as... Read more »
Why do governments use tariffs?
Tariffs are back in the headlines—and for good reason. As global trade tensions heat up and economic stakes grow higher,... Read more »
2025 Tax Planning Strategies: How to Review Your 2024 Federal Return
You might have just wrapped up your 2024 taxes, but now is actually the perfect moment to get ahead for... Read more »
2nd Quarter 2025 Outlook
Executive Summary The current economic environment is characterized by heightened uncertainty, primarily driven by the Trump administration's policy initiatives -... Read more »
Maximize Health Savings Account (HSA) for Retirement
Why Your Health Savings Account (HSA) is a Powerful Retirement Tool Most people see Health Savings Accounts as a way... Read more »
Meet Your 2025 Fiancial Goals
Why a Q1 Financial Review Matters With the first quarter coming to a close, now is the perfect time to... Read more »
Market Commentary – March 2025
Monthly Recap The S&P 500 Index reached an all-time high on February 19 before reversing to a 1.4% monthly decline... Read more »
Refresh Your Financial Plan
A Fresh Start for Your Finances Spring is a season of renewal, making it the perfect time to refresh your... Read more »
How to Prepare for the Expiration of the Tax Cuts and Jobs Act in 2025
The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant tax changes for individuals and businesses. However, many of... Read more »
Market Commentary – February 2025
Monthly Recap The stock market demonstrated remarkable strength throughout 2024, achieving multiple record highs and establishing a two-year bull market… Read more »
10 Common Tax Return Mistakes to Avoid
Filing your taxes can involve complex financial situations and significant stakes. Ensuring accuracy and leveraging strategic opportunities can help you… Read more »
