Market Commentary
4th Quarter 2025 Outlook
By James Investment / October 7, 2025
Market Commentary – September 2025
By James Investment / September 3, 2025
3rd Quarter 2025 Outlook
By James Investment / July 2, 2025
2nd Quarter 2025 Outlook
By James Investment / April 4, 2025
Market Commentary – February 2025
By James Investment / February 4, 2025
Monthly Recap The stock market demonstrated remarkable strength throughout 2024,...
Read More Economic Outlook for 2025
By James Investment / December 13, 2024
An Indepth Forecast of the Year 2025 2024 Market Recap...
Read More Education
Maximizing Charitable Giving in the Wake of OBBBA
By James Investment / September 29, 2025
Staying on Track With Your Required Minimum Distributions
By James Investment / September 29, 2025
Understanding Trump Accounts for Children: A Strategic Opportunity for Families
By James Investment / September 4, 2025
Beyond Borders: Protecting Your Health Abroad
By James Investment / August 27, 2025
The Legacy Mindset: How Emotions Shape Estate Planning Decisions
By James Investment / July 31, 2025
What Small Business Owners Need to Know Heading Into Q4
By James Investment / July 30, 2025
How to Choose the Right Financial Advisor for You
By James Investment / July 30, 2025
Big Relief, Bigger Questions: What the OBBBA Means for You and the Market
By James Investment / July 21, 2025
New Tax Deduction For Seniors: What It Means for Retirees
By James Investment / July 16, 2025
Radio
What issues should I consider with my employer provided benefits?
By James Investment / July 11, 2023
What Issues Should I Consider When Paying Student Loans
By James Investment / July 10, 2023
What Issues Should I Consider When Owning A Rental Property 2.0
By James Investment / July 10, 2023
What Issues Should I Consider If I Experience a Sudden Wealth Event?
By James Investment / July 10, 2023
What Issues Should I Consider When Owning A Rental Property?
By James Investment / July 10, 2023
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