James Market Clarity

9 Episodes
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By: James

A short form podcast discussing the latest financial highlights, market views, and need-to-know info. Find quick market clarity with James Investment.

Account Type Clarity
#6
04/08/2021

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


International Investing Opportunities
#5
03/09/2021

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.  


Choosing a Financial Advisor
#6
02/12/2021

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.Diane RoseRelationship ManagerTerritories covered: AZ, NW, TX, OK, KS, MO, OH, MI, AR, MS, LA, FLNeil CraftClient Relationship Manager


Retirement Planning
#5
01/13/2021

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
01/05/2021

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.


Economic Outlook 2021 - Bonds
12/11/2020

A Long-term Look At The Year 2021


Economic Outlook 2021 - Economy
12/11/2020

A Long-term Look At The Year 2021


2021 Economic Outlook - Stocks
12/09/2020


Investing Based on Party In Office?
10/23/2020

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.