Market Commentary
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 Market Commentary – November 2024
By James Investment / October 31, 2024
Monthly Recap US Equities Extend Rally on Broad Participation The...
Read More 4th Quarter 2024 Outlook
By James Investment / October 2, 2024
An Indepth Forecast Of The Year 2024 Third Quarter Recap...
Read More Market Commentary – September 2024
By James Investment / September 3, 2024
Monthly Recap August Market Volatility: First the Crash, then the...
Read More Education
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
Donating Stock vs. Cash: Smart Charitable Giving Strategies
By James Investment / July 3, 2025
Navigating the Financial Implications of Long-Term Care
By James Investment / June 20, 2025
When to Hire a Financial Planner
By James Investment / June 17, 2025
How to Balance Retirement and College Savings Without Sacrificing Your Future
By James Investment / June 16, 2025
Social Security’s Countdown Clock: What to Watch for in This Year’s Trustees Report
By James Investment / June 2, 2025
5 Strategies to Catch Up—And Build Wealth with Purpose
By James Investment / May 29, 2025
Beyond the Dorm Room Checklist: Why Your College Kid Needs Powers of Attorney
By James Investment / May 20, 2025
Privacy in Estate Planning: Techniques for Discreetly Passing on Wealth
By James Investment / May 8, 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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