Insights

At James, we strive to help all who come to us for advice; using our gifts to improve lives and our community. We want to guide, assist and educate you to be a great steward of your assets. View our latest insights on investing, tax strategies, insurance, financial planning and more.

Market Commentary

2nd Quarter 2026 Outlook

2nd Quarter 2026 Outlook

By James Investment / April 6, 2026

Read More

Market Commentary – March 2026

Market Commentary – March 2026

By James Investment / March 3, 2026

Read More

Market Commentary – February 2026

Market Commentary – February 2026

By James Investment / February 4, 2026

Read More

Economic Outlook – 2026

Economic Outlook – 2026

By James Investment / December 19, 2025

Read More

Market Commentary – December 2025

Market Commentary – December 2025

By James Investment / December 3, 2025

Read More

Market Commentary – November 2025

Market Commentary – November 2025

By James Investment / November 5, 2025

Read More

4th Quarter 2025 Outlook

4th Quarter 2025 Outlook

By James Investment / October 7, 2025

Read More

Market Commentary – September 2025

Market Commentary – September 2025

By James Investment / September 3, 2025

Read More

Market Commentary – August 2025

Market Commentary – August 2025

By James Investment / August 5, 2025

Read More

3rd Quarter 2025 Outlook

3rd Quarter 2025 Outlook

By James Investment / July 2, 2025

Read More

Education

Spring Into Your Finances: A Mid-Year Financial Reset

Spring Into Your Finances: A Mid-Year Financial Reset

By James Investment / April 8, 2026

Read More

Should You Be Making Estimated Tax Payments or Adjusting Withholding?

Should You Be Making Estimated Tax Payments or Adjusting Withholding?

By James Investment / April 6, 2026

Read More

The Hidden Cost of Financial Stress in Your Workforce

The Hidden Cost of Financial Stress in Your Workforce

By James Investment / March 23, 2026

Read More

The Iran Conflict and Global Markets: What Investors Should Know

The Iran Conflict and Global Markets: What Investors Should Know

By James Investment / March 3, 2026

Read More

Refund or Tax Bill: What Does It Reveal?

Refund or Tax Bill: What Does It Reveal?

By James Investment / February 27, 2026

Read More

Managing Capital Gains and Losses

Managing Capital Gains and Losses

By James Investment / February 25, 2026

Read More

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

Read More

Financial Data Privacy

Financial Data Privacy

By James Investment / January 19, 2026

Read More

5 Strategic Steps to Start 2026 Strong

5 Strategic Steps to Start 2026 Strong

By James Investment / January 16, 2026

Read More

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

Read More

How Can We Help You?

Schedule a no-obligation introductory call with our advisors.

Schedule A Call

Join Our Newsletter.

Sign up for our newsletter to receive investment insights and more!

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.