James Investment

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

10/22/2026

Think inheriting assets means inheriting the tax bill too? Not always. There's also one exception most families miss.

Year-end tax planning works best when it starts before the calendar runs out. We put together our top 5 moves worth cons...
10/19/2026

Year-end tax planning works best when it starts before the calendar runs out. We put together our top 5 moves worth considering before December 31. Save this one for later. It may be worth a conversation to see which of these apply to you.

Please help us congratulate Ryan Post, First Vice President, on his 20 years with James Investment! Thank you, Ryan, for...
10/16/2026

Please help us congratulate Ryan Post, First Vice President, on his 20 years with James Investment! Thank you, Ryan, for two decades of hard work, steady leadership and care for the families we serve.

10/15/2026

In this month's Did You Know, we're breaking down a common misunderstanding that can mean paying more for Medicare every month for the rest of your life, with no way to undo it later. Take a look before your next Medicare decision.

Six year-end tax strategies to consider before December 31, from retirement contributions to charitable giving. Start wi...
10/13/2026

Six year-end tax strategies to consider before December 31, from retirement contributions to charitable giving. Start with our latest Smart Strategies read: https://hubs.ly/Q04z_vJs0

We had lots of fun and perfect weather last week at the 34th Annual United Rehabilitation Services Charity Golf Scramble...
10/12/2026

We had lots of fun and perfect weather last week at the 34th Annual United Rehabilitation Services Charity Golf Scramble at Miami Valley Golf Club.

James Investment was proud to sponsor a hole and send a team out to play in support of URS. Their early education and child care, therapy, adult day services, and employment programs make a real difference for individuals and families throughout the Greater Dayton community.

Thank you to the URS team, the volunteers, and every golfer and sponsor who came out to support this important mission. We’re already looking forward to next year.

The market’s September headline looked calm. Underneath, it was a different story.Our investment team’s latest Market Re...
10/09/2026

The market’s September headline looked calm. Underneath, it was a different story.

Our investment team’s latest Market Recap looks at the Fed’s rate increase, long-term bond yields at multi-decade highs, and why so much of the market’s strength came from just a handful of companies.

Read the full September recap: https://hubs.ly/Q04zCMk90

Questions about your portfolio? Start the conversation today.

Past performance is not indicative of future results. For educational purposes only.

Our fourth quarter outlook explores what these shifts could mean for investors and the key trends we’re watching as the ...
10/07/2026

Our fourth quarter outlook explores what these shifts could mean for investors and the key trends we’re watching as the year draws to a close. Get the full breakdown in our 4th Quarter 2026 Economic Outlook. https://hubs.ly/Q04zlYxb0

For many farmers, giving back is already part of the annual plan. But before this year's crop is sold, it may be worth a...
10/06/2026

For many farmers, giving back is already part of the annual plan. But before this year's crop is sold, it may be worth asking a different question: could donating some of it directly to charity make more sense at tax time than selling it and writing a check? Our latest blog post looks at how the IRS treats donated crop, what farmers should know about timing, and why this conversation needs to happen before the crop is sold, not after. Read the full article on our blog, and if you're thinking through your own giving strategy this year, it may be worth a conversation with our team. https://hubs.ly/Q04xyn5z0

10/05/2026

STUDENT LOAN UPDATE: The U.S. Department of Education has extended the enrollment deadline for a temporary interest rate reduction on federal student loans.

Borrowers who sign up for autopay may receive a 1% rate reduction, up from the usual 0.25%. The deadline moved from September 30 to December 31, 2026, and the reduced rate runs through June 30, 2028. This may be especially relevant for parents with Parent PLUS loans and for recent graduates. To enroll, log in to your loan servicer's website and set up automatic payments.

Paying for education is one piece of a larger plan. Start the conversation today.

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

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