Market Commentary
Market Commentary – November 2025
By James Investment
/ November 5, 2025
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,...
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Education
Finding Purpose While Caring for Aging Loved Ones
By James Investment
/ December 2, 2025
Should You Pay Off Your Mortgage Before Retirement or Keep More Cash on Hand?
By James Investment
/ November 12, 2025
Year-End Financial Review: Three Smart Habits to Start Now
By James Investment
/ October 29, 2025
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
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