Insights

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Market Commentary

September 2026 Market Recap

September 2026 Market Recap

By James Investment / October 9, 2026

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4th Quarter 2026 Outlook

4th Quarter 2026 Outlook

By James Investment / October 6, 2026

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Market Commentary – September 2026

Market Commentary – September 2026

By James Investment / September 3, 2026

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Market Commentary – August 2026

Market Commentary – August 2026

By James Investment / August 6, 2026

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3rd Quarter 2026 Outlook

3rd Quarter 2026 Outlook

By James Investment / July 1, 2026

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Market Commentary – June 2026

Market Commentary – June 2026

By James Investment / June 2, 2026

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Market Commentary – May 2026

Market Commentary – May 2026

By James Investment / May 4, 2026

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2nd Quarter 2026 Outlook

2nd Quarter 2026 Outlook

By James Investment / April 6, 2026

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Market Commentary – March 2026

Market Commentary – March 2026

By James Investment / March 3, 2026

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Market Commentary – February 2026

Market Commentary – February 2026

By James Investment / February 4, 2026

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Education

A Thoughtful Way to Give This Veterans Day: Donating Appreciated Stock

A Thoughtful Way to Give This Veterans Day: Donating Appreciated Stock

By James Investment / October 13, 2026

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Year-End Tax Planning for 2026

Year-End Tax Planning for 2026

By James Investment / October 1, 2026

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Investment Fraud: What Retirees Need to Know

Investment Fraud: What Retirees Need to Know

By James Investment / September 28, 2026

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Donating Crop: A Tax-Smart Charitable Gift Option For Farmers?

Donating Crop: A Tax-Smart Charitable Gift Option For Farmers?

By James Investment / September 15, 2026

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Special Commentary – The Crack Spread: Why Crude Prices No Longer Explain Energy Inflation

Special Commentary – The Crack Spread: Why Crude Prices No Longer Explain Energy Inflation

By James Investment / September 14, 2026

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More Than a Medical Spending Account: 5 HSA Strategies Most People Overlook

More Than a Medical Spending Account: 5 HSA Strategies Most People Overlook

By James Investment / September 10, 2026

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Your 529 Plan May Be More Than a College Fund: A Multigenerational Wealth Strategy

Your 529 Plan May Be More Than a College Fund: A Multigenerational Wealth Strategy

By James Investment / August 25, 2026

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The Great Wealth Transfer: Building a Legacy That Lasts Beyond Your Lifetime

The Great Wealth Transfer: Building a Legacy That Lasts Beyond Your Lifetime

By James Investment / August 3, 2026

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Do You Have Enough Life Insurance? How to Reassess Coverage as You Near Retirement

Do You Have Enough Life Insurance? How to Reassess Coverage as You Near Retirement

By James Investment / July 28, 2026

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When You Lose a Spouse: The Financial Steps to Take in the First Year

When You Lose a Spouse: The Financial Steps to Take in the First Year

By James Investment / July 14, 2026

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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.