Market Commentary
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 
Market Commentary – August 2024
By James Investment / August 5, 2024
Monthly Recap A More Accommodating Monetary Policy Expectations of potential...
Read More 
3rd Quarter 2024 Outlook
By James Investment / July 2, 2024
An Indepth Forecast Of The Year 2024 Second Quarter Recap...
Read More 
Market Commentary – June 2024
By James Investment / June 5, 2024
Monthly Recap In May, U.S. stock markets experienced a significant...
Read More 
Market Commentary – May 2024
By James Investment / May 7, 2024
Monthly Recap Persistent Inflation & Shifting Monetary Policy As we...
Read More 
2nd Quarter 2024 Outlook
By James Investment / April 9, 2024
An Indepth Forecast Of The Year 2024 First Quarter Recap...
Read More 
Market Commentary – March 2024
By James Investment / March 4, 2024
Monthly Recap As the economic landscape unfolded in 2024, several...
Read More 
Market Commentary – February 2024
By James Investment / February 6, 2024
Market Recap In 2023, consumer sentiment was dampened by regional...
Read More Education
Year-End Tax Planning: Effective Strategies to Optimize Your Taxes
By James Investment / December 2, 2024
As the year winds down, it’s the perfect time to...
Read More 
Understanding Capital Gains and Losses
By James Investment / November 5, 2024
Managing your portfolio effectively means understanding how capital gains and...
Read More 
Inheritance
By James Investment / September 29, 2023
Inheriting assets can be overwhelming, and many people make mistakes...
Read More 
What Is The TSP?
By James Investment / July 10, 2023
This is the first article in a series about the...
Read More 
TSP Investments
By James Investment / July 9, 2023
Thank you for continuing our three-part Thrift Savings Plan series....
Read More 
TSP Distributions
By James Investment / July 8, 2023
Thank you for reading the final article in our three...
Read More 
Strategies for Retirement Distributions
By James Investment / July 6, 2023
Including Times of Volatility! You have made it to the...
Read More 
Medicare Plans
By James Investment / July 5, 2023
There is so much information about Medicare out there, the...
Read More 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
