James Investment

James Investment At James, we specialize in prioritizing and achieving financial goals at every life stage. Let us

Your risk tolerance was set at a point in time. Life has changed since then. Is your portfolio keeping up? Our latest Sm...
07/16/2026

Your risk tolerance was set at a point in time. Life has changed since then. Is your portfolio keeping up? Our latest Smart Strategies post walks through five reasons your risk profile may have shifted and what to do about it. https://hubs.ly/Q04kzfRD0

Meet Andrew Miller, our summer intern! Andrew is an Economics major entering his junior year at Villanova University. He...
07/14/2026

Meet Andrew Miller, our summer intern! Andrew is an Economics major entering his junior year at Villanova University. He has been assisting our planning team, gaining hands-on experience in the field. We appreciate his help and wish him continued success. Thanks, Andrew!

07/13/2026

James Investment is growing. We already serve clients throughout Minster and the surrounding area, and soon we'll be even closer to home. From investment management to estate and trust services, tax preparation, and business support, your whole financial life comes together under one roof.

07/09/2026

Good investments without a plan are like strong building materials without a blueprint. The real value of financial planning is in how everything works together; coordinated, purposeful, and built around your life.

At age 73, the IRS requires withdrawals from your Traditional IRA or 401(k), and the rate increases every year. This tab...
07/07/2026

At age 73, the IRS requires withdrawals from your Traditional IRA or 401(k), and the rate increases every year. This table breaks down what to expect by age. Have an RMD question? Start the conversation today.

07/04/2026

Happy 250th birthday, America. Wishing everyone a fun and safe and Fourth of July weekend from our team at James Investment.

Please join us in congratulating Trent Dysert, CFA, on his 20th anniversary with James Investment! As part of our resear...
07/03/2026

Please join us in congratulating Trent Dysert, CFA, on his 20th anniversary with James Investment! As part of our research and portfolio management team, Trent has spent two decades helping strengthen the analytical foundation that guides our investment decisions. We're proud to have him as part of the James Investment family and grateful for everything he brings to our team.

As we move into the second half of the year, resilient markets continue to face meaningful crosscurrents, making discipl...
07/01/2026

As we move into the second half of the year, resilient markets continue to face meaningful crosscurrents, making discipline and selectivity more important than ever. Get the full breakdown in our 3rd Quarter 2026 Economic Outlook. https://hubs.ly/Q04nhTFD0

Bookkeeping often gets treated as background work. But for small business owners, that mindset can lead to missed deduct...
06/30/2026

Bookkeeping often gets treated as background work. But for small business owners, that mindset can lead to missed deductions, payroll risks, and tax decisions made too late to matter. Here's a closer look at what it may actually be costing you. https://hubs.ly/Q04hDYn_0

Roth or Traditional IRA? The right choice depends on your tax situation today and what you expect in retirement. Here is...
06/25/2026

Roth or Traditional IRA? The right choice depends on your tax situation today and what you expect in retirement. Here is the 2026 side-by-side breakdown to help you compare. Not sure which fits your plan? Let's take a closer look.

Address

1349 Fairground Road
Xenia, OH
45385

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19374267640

Website

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