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

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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Economic Outlook – 2026

Economic Outlook – 2026

By James Investment / December 19, 2025

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Market Commentary – December 2025

Market Commentary – December 2025

By James Investment / December 3, 2025

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Market Commentary – November 2025

Market Commentary – November 2025

By James Investment / November 5, 2025

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4th Quarter 2025 Outlook

4th Quarter 2025 Outlook

By James Investment / October 7, 2025

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Market Commentary – September 2025

Market Commentary – September 2025

By James Investment / September 3, 2025

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Education

What Is an Umbrella Policy and Why High-Net-Worth Families Should Consider One

What Is an Umbrella Policy and Why High-Net-Worth Families Should Consider One

By James Investment / June 8, 2026

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James Investment To Open A New Location in Minster

James Investment To Open A New Location in Minster

By James Investment / May 27, 2026

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What a Letter of Instruction Is and Why Every Estate Plan Should Include One

What a Letter of Instruction Is and Why Every Estate Plan Should Include One

By James Investment / May 22, 2026

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James Investment Partners with Local Cosmos Soccer Club

James Investment Partners with Local Cosmos Soccer Club

By James Investment / May 7, 2026

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Building Wealth Beyond Your Business

Building Wealth Beyond Your Business

By James Investment / April 14, 2026

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Financial Priorities for New Grads and Their Families

Financial Priorities for New Grads and Their Families

By James Investment / April 13, 2026

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Spring Into Your Finances: A Mid-Year Financial Reset

Spring Into Your Finances: A Mid-Year Financial Reset

By James Investment / April 8, 2026

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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

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The Hidden Cost of Financial Stress in Your Workforce

The Hidden Cost of Financial Stress in Your Workforce

By James Investment / March 23, 2026

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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

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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.