James Market Clarity

An update to our 2023 Economic Outlook.  Listen to our 2nd quarter outlook update.
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.

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 Committee Member

A Long-Range Economic Look at the Year 2023
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.

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 PlannerBeth Handwerker is a registered representative of ALPS Distributors, Inc.Neil CraftClient Relationship ManagerNeil Craft is a registered representative of ALPS Distributors, Inc.

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 & Financial PlannerNeil CraftClient Relationship ManagerNeil Craft is a Registered Representative with ALPS Distributors, Inc.

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 Handwerker, CFP®, JDEstate & Financial PlannerNeil CraftClient Relationship ManagerNeil Craft is a Registered Representative of ALPS Distributors, Inc.

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 / Vice PresidentInvestment Committee MemberNeil CraftClient Relationship ManagerNeil Craft is a Registered Representative of ALPS Distributors, Inc.

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 representative of ALPS Distributors, Inc.

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 representative of ALPS Distributors, Inc.

It's very important for investors to have exposure to small cap stocks as a part of a diversified portfolio. In general, small caps are riskier than their large cap counterparts. They usually are more volatile and more leveraged; however, with more risk comes the potential for greater returns. Join us as we dive deeper. Moustapha Mounah, CFA, ERPAssistant Portfolio ManagerResearch AnalystInvestment Committee MemberNeil CraftClient Relationship ManagerNeil Craft is a registered representative of ALPS Distributors, Inc.

The beginning of the year is a really good time to make changes to your finances. A lot of us often go into the New Year with extra motivation to make improvements in our lives, and additionally, many people go into the New Year with a new raise or bonus. Join us as we dive into financial strategies and tips to map out the New Year.Ashlee Walton, CFP®Senior Financial PlannerNeil CraftClient Relationship ManagerNeil is a registered representative of ALPS Distributors, Inc.

A Long-Range Economic Look at the Year 2022

Economy & Bond Market

Federal Reserve & Labor Market

Earnings, Energy & Risk Appetite

Inflation

Economy & Bond Market

Trent D. Dysert, CFAAssociate Director of Research, Assistant Vice President, Portfolio ManagerInvestment Committee MemberNeil CraftClient Relationship ManagerNeil and Trent are registered representatives of ALPS Distributors, Inc.

Federal Reserve & Labor Market

Brian P. Shepardson, CFA, CICFirst Vice President and Portfolio ManagerSecretary and Assistant Treasurer James Advantage FundsInvestment Committee MemberNeil CraftClient...

A Long-Range Economic Look at the Year 2022 - Part 3
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.

A Long-Range Economic Look at the Year 2022- Part 2
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.

A Long-Range Economic Look at the Year 2022 - Part 1
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.

A Long-Range Economic Look at the Year 2022 - Part 4
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.

The end of the year is approaching and the timing feels better now than ever to evaluate your overall savings and portfolio, and determine if you can increase what you are putting away for retirement. Join us as we discuss further and touch on important aspects to consider.Moustapha Mounah, CFA, ERPAssistant Portfolio Manager & Research Analyst, Investment Committee MemberNeil CraftClient Relationship ManagerNeil Craft is a registered representative of Alps Distributors, Inc.

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 2021 forecast and discuss important updates as we round out the year. Fall Ainina, Ph.D., CFADeputy Director of Research / Vice PresidentInvestment Committee MemberNeil CraftClient Relationship ManagerNeil is a registered representative of Alps Distributors, Inc.

Cryptocurrencies (or digital currencies) have attracted the attention of the media and many investors. However, the risks and technology behind these virtual dollars should be understood before investing. Listen here as we discuss more.Diane Rose, CRPC®Relationship ManagerNeil CraftClient Relationship ManagerDiane and Neil are registered representatives of Alps Fund Distributors, Inc.

Diversification is the act of spreading your investments across a range of assets. This will help reduce your risk, diversify the portfolio and help lower volatility since no one asset will have a sizable impact on your overall result. A diversified portfolio is basically a collection of different investments combined to reduce the investor’s overall risk profile.Fall Ainina, Ph.D., CFADeputy Director of Research / Vice PresidentInvestment Committee MemberNeil CraftClient Relationship ManagerNeil is a registered representative of Alps Distributors, Inc.

Diversification is the act of spreading your investment across a range of assets.  This will help reduce your risk and diversify the portfolio and help lower volatility since no one assets will have a sizable impact on your overall result.  A diversified portfolio is basically a collection of different investments combined to reduce the investors overall risk profile.
Listen here as we discuss the importance of this key investment strategy. 

Clare Thielen and Neil Craft discuss important challenges currently facing retirees.  This includes a look at risk management strategies.  Having the right risk management strategy could really help protect retirement assets both before and after retirement.  Additionally, the duo reviews the impact inflation has on retirement.
Take a listen as they discuss further. 

A Long-term Look At The Year 2021 - Mid-Year Update
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 2021 forecast and discuss mid-year updates. 

While passive investing is a popular strategy among ETF investors, it's not the only strategy. There are also active ETF's that do not follow an index; rather they rely on manager picks for a particular theme. Join us as we discuss further.Moustapha Mounah, CFAResearch AnalystNeil CraftClient Relationship Manager

While passive investing is a popular strategy among ETF investors, it's not the only strategy. There are also active ETF's that do not follow an index; rather they rely on manager picks for a particular theme.  
Join us as we discuss further.  

Inflation is not something that just happens overnight, and to be honest, it's really been a chain of events. There are a few things that we look at when trying to track inflation and where it's going. Take a listen as we dive in.

Inflation is not something that just happens overnight, and to be honest, it's really been a chain of events.  There are a few things that we look at when trying to track inflation and where it's going.  Take a listen as we dive in.

A Long-term Look At The Year 2021
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 forecast and discuss necessary updates. 

A Long-term Look At The Year 2021
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 forecast and discuss necessary updates. 

Types of investment products are nearly limitless and can, and will change based on many different factors like health, marital status, family situation, retirement goals, investment goals, risk tolerance, and on and on. In other words, the types of investment accounts are determined by the investments.Mike McGraw, CRPC®President, James Capital AllianceMarketing & Relationship Manager, James Investment Research, Inc.Territories covered: OH, IL, GA, SC, NC, VANeil CraftClient Relationship Manager

Many U.S. investors stick with stock portfolios because that's natural; because they feel comfortable investing in a company they know something about.  However,  investing in foreign stocks holds potential to diversify your portfolio.   This is a way to take advantage of growth opportunities overseas.  

Today's episode focuses on helping folks get connected with not just an advisor, but the right type of advisor. We'll cover the importance of looking at potential advisor's licenses, products, service style, and fee structure.

Retirement planning can be very overwhelming due to the many moving parts which can change over time. It's important to have a good blueprint to get started, and to know when to begin discussions about this blueprint for retirement.Neil CraftClient Relationship ManagerClare Thielen, CRPC®First Vice PresidentRelationship ManagerTerritories covered: MT, ID, NV, NE, ND, SD, MN, WI, MI, IA, OH, IN, KY, WV, PA

Retirement planning can be very overwhelming due to the many moving parts which can change over time.  It's important to have a good blueprint to get started, and to know when to begin discussions about this blueprint for retirement.

A Long-term Look At The Year 2021
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.

A Long-term Look At The Year 2021
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.

A Long-Range Economic Look at the Year 2021
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.

It might seem obvious to over or under-weight stocks or industries based on who is president. However, our research shows this may not be a winning strategy and, could in fact be harmful to a portfolio.