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.

Many people think they don’t need wealth management because they don’t think they are wealthy. We all work hard to save, invest and create a nest egg. Wealth management is really all about making the most of your hard-earned dollars. Join us as we discuss further.

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 Relationship ManagerNeil and Brian are registered representatives of ALPS Distributors, Inc. Earnings, Energy & Risk Appetite Moustapha Mounah, CFA, ERPResearch AnalystEnergy Risk Professional (ERP)—Certified by the Global Association of Risk Professionals (GARP)Investment Committee memberNeil CraftClient Relationship ManagerNeil Craft is a registered representative of ALPS Distributors, Inc. Inflation David W. James, CFASenior Vice President, Director of Research, Portfolio ManagerSenior Investment Committee MemberNeil CraftClient Relationship ManagerNeil Craft is a registered representative of ALPS Dist

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.

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.

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.