James Market Clarity

A Long-Range Economic Look at the Year 2023Every year-end since our founding, our team conducts an in-depth analysis of the U.S. economy and financial markets to develop an Annual Economic Outlook. This forecast serves as a blueprint for our investments throughout the year.Neil CraftClient Relationship ManagerFall Ainina, Ph.D., CFADirector of Research / Vice PresidentInvestment Co

A Long-Range Economic Look at the Year 2023Every year-end since our founding, our team conducts an in-depth analysis of the U.S. economy and financial markets to develop an Annual Economic Outlook. This forecast serves as a blueprint for our investments throughout the year.

Inflation has really impacted our domestic economy in 2022. Dr. Ainina and Neil Craft unpack the nuance around the topic and discuss what may happen next. Fall Ainina, Ph.D., CFADirector of Research / Vice PresidentInvestment Committee MemberNeil CraftClient Relationship ManagerNeil Craft is a registered representative of Alps Fund Distributors, Inc.

What is the difference between Medicare and Medicare Advantage?What does Medicare cost?How do I make a decision?Do I have enough saved to cover health care expenses in retirement?James Wealth Management can help point you in the right direction. Listen along as we answer these questions and more on today's podcast.Beth Handwerker, CFP®, JD, CDFA, CKA®Estate & Financial Planne

One of the biggest concerns we hear from clients, as we're helping them prepare for retirement, is they're worried. Can they count on Social Security? Is it really going to be there for them? The good news is that even if Social Security exhausts their trust fund, some benefits are still going to be paid. To learn more, listen as we discuss further. Beth Handwerker, CFP®, JDEstate

One of the biggest concerns we hear from clients, as we're helping them prepare for retirement, is they're worried. Can they count on Social Security? Is it really going to be there for them? The good news is that even if Social Security exhausts their trust fund, some benefits are still going to be paid. To learn more, listen as we discuss further.

Wealth Management is really about making the most of your hard earned dollars. One of the ways James has been doing this over the last 50 years has been managing investments. We want to take that a step further; look at your goals, and how you can achieve them. Join us as we discuss how James Wealth Management can help you take a proactive approach to reaching your goals. Beth Hand

Every year-end since our founding, our team conducts an in-depth analysis of the U.S. economy and financial markets to develop an Annual Economic Outlook. This forecast serves as a blueprint for our investments throughout the year. During this episode, we review our 2022 forecast and discuss important updates as we round out the year.Fall Ainina, Ph.D., CFADirector of Research / Vi

Market volatility and geopolitical turmoil has certainly engulfed our news cycle in the first quarter of 2022. Today, we're going to discuss how we got here and what to do about it. Fall Ainina, Ph.D., CFADirector of Research / Vice PresidentInvestment Committee MemberAshlee Walton, CFP®Senior Financial PlannerNeil CraftClient Relationship ManagerNeil Craft is a registered represe

Market volatility and geopolitical turmoil has certainly engulfed our news cycle in the first quarter of 2022. Today, we're going to discuss how we got here and what to do about it. Fall Ainina, Ph.D., CFADirector of Research / Vice PresidentInvestment Committee MemberAshlee Walton, CFP®Senior Financial PlannerNeil CraftClient Relationship ManagerNeil Craft is a registered represe