Robert James Investments

Robert James Investments Financial Planning and Investment Management

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
07/17/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

Does it make more sense to push back retirement, or not to retire at all?
07/15/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What does it actually cost to raise a child? You might be surprised.
07/13/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
07/10/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

Do global and international mutual funds complement or conflict with each other?
07/08/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Test your estate strategy knowledge with this short quiz.
07/06/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to ...
07/03/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
07/01/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
06/29/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
06/26/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

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1313 W Broad Street
Quakertown, PA

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Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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