Insights

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Market Commentary

Economic Outlook – 2026

Economic Outlook – 2026

By James Investment / December 19, 2025

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Market Commentary – December 2025

Market Commentary – December 2025

By James Investment / December 3, 2025

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Market Commentary – November 2025

Market Commentary – November 2025

By James Investment / November 5, 2025

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4th Quarter 2025 Outlook

4th Quarter 2025 Outlook

By James Investment / October 7, 2025

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Market Commentary – September 2025

Market Commentary – September 2025

By James Investment / September 3, 2025

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Market Commentary – August 2025

Market Commentary – August 2025

By James Investment / August 5, 2025

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3rd Quarter 2025 Outlook

3rd Quarter 2025 Outlook

By James Investment / July 2, 2025

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Market Commentary – June 2025

Market Commentary – June 2025

By James Investment / June 2, 2025

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Market Commentary – May 2025

Market Commentary – May 2025

By James Investment / May 5, 2025

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2nd Quarter 2025 Outlook

2nd Quarter 2025 Outlook

By James Investment / April 4, 2025

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Education

More Than an Inheritance: Helping Your Children Use Wealth Wisely

More Than an Inheritance: Helping Your Children Use Wealth Wisely

By James Investment / January 22, 2026

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Financial Data Privacy

Financial Data Privacy

By James Investment / January 19, 2026

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5 Strategic Steps to Start 2026 Strong

5 Strategic Steps to Start 2026 Strong

By James Investment / January 16, 2026

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2026 Roth Catch-Up Rule: What High Earners Need to Know

2026 Roth Catch-Up Rule: What High Earners Need to Know

By James Investment / January 16, 2026

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Understanding RMDs and How to Plan for Them

Understanding RMDs and How to Plan for Them

By James Investment / December 31, 2025

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Transfer-on-Death Designations vs. Trust Ownership

Transfer-on-Death Designations vs. Trust Ownership

By James Investment / December 9, 2025

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Finding Purpose While Caring for Aging Loved Ones

Finding Purpose While Caring for Aging Loved Ones

By James Investment / December 2, 2025

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Should You Pay Off Your Mortgage Before Retirement or Keep More Cash on Hand?

Should You Pay Off Your Mortgage Before Retirement or Keep More Cash on Hand?

By James Investment / November 12, 2025

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Smart Financial Planning for Veterans

Smart Financial Planning for Veterans

By James Investment / October 29, 2025

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Year-End Financial Review: Three Smart Habits to Start Now

Year-End Financial Review: Three Smart Habits to Start Now

By James Investment / October 29, 2025

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James Investment Research, Inc. is registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. The information and opinions on this website are for general information only, based on sources we consider reliable, but cannot guarantee its accuracy. It should also not be regarded as a solicitation to buy or sell any securities mentioned. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or replacement for, personalized financial advice, as it does not take into consideration your unique financial situation, goals, or requirements.

Investing involves risk, including the loss of principal. Past performance is no guarantee of future results.