Market Commentary
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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Economic Outlook for 2025
By James Investment / December 13, 2024
An Indepth Forecast of the Year 2025 2024 Market Recap...
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Market Commentary – November 2024
By James Investment / October 31, 2024
Monthly Recap US Equities Extend Rally on Broad Participation The...
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4th Quarter 2024 Outlook
By James Investment / October 2, 2024
An Indepth Forecast Of The Year 2024 Third Quarter Recap...
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Market Commentary – September 2024
By James Investment / September 3, 2024
Monthly Recap August Market Volatility: First the Crash, then the...
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Market Commentary – August 2024
By James Investment / August 5, 2024
Monthly Recap A More Accommodating Monetary Policy Expectations of potential...
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3rd Quarter 2024 Outlook
By James Investment / July 2, 2024
An Indepth Forecast Of The Year 2024 Second Quarter Recap...
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Market Commentary – June 2024
By James Investment / June 5, 2024
Monthly Recap In May, U.S. stock markets experienced a significant...
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2025 Tax Planning Strategies: How to Review Your 2024 Federal Return
By James Investment / April 4, 2025
Maximize Health Savings Account (HSA) for Retirement
By James Investment / March 21, 2025
Meet Your 2025 Fiancial Goals
By James Investment / March 10, 2025
Refresh Your Financial Plan
By James Investment / February 27, 2025
How to Prepare for the Expiration of the Tax Cuts and Jobs Act in 2025
By James Investment / February 14, 2025
10 Common Tax Return Mistakes to Avoid
By James Investment / January 31, 2025
Filing your taxes can involve complex financial situations and significant...
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Should I Retire Before Age 65?
By James Investment / January 29, 2025
Retiring before age 65 is an exciting goal that includes...
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How the Social Security Fairness Act Impacts Your Benefits
By James Investment / January 21, 2025
On January 5, 2025, President Biden signed the Social Security...
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Understanding Qualified Charitable Distributions (QCDs)
By James Investment / January 15, 2025
Qualified Charitable Distributions (QCDs) are a powerful financial tool that...
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10 Financial New Year’s Resolutions for 2025
By James Investment / December 26, 2024
As the New Year begins, it’s not just a time...
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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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