James Market Clarity
A short form podcast discussing the latest financial highlights, market views, and need-to-know info. Find quick market clarity with James Investment.
Episodes
36 episodes since 2020
Economic Outlook 2023
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 inves...
January 31, 2023
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Season 1
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Episode 32
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7:39
Economic Outlook 2023
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 bluep...
January 19, 2023
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Episode 29
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7:39
Inflation
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.
November 17, 2022
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Season 1
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Episode 31
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14:04
Medicare Plans
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. L...
September 26, 2022
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Season 1
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Episode 30
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14:48
Social Security & Cost of Living Adjustment
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 exhau...
August 19, 2022
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Season 1
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Episode 29
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11:12
Social Security & Cost of Living Adjustment
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 Soc...
August 12, 2022
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Season 1
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Episode 29
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11:12
Intro To Wealth Management
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 c...
June 06, 2022
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Season 1
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Episode 28
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12:42
1st Quarter Update - Economic Outlook 2022
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 epi...
May 05, 2022
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Season 1
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Episode 27
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9:22
Volatility; Now What?
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.
March 15, 2022
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Season 1
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Episode 26
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15:20
Volatility; Now What?
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.
March 13, 2022
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Season 1
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Episode 26
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15:20
Small Cap Outlook
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 mo...
February 16, 2022
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Season 1
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Episode 25
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12:43
New Year Planning
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 o...
January 28, 2022
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Season 1
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Episode 24
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12:18
Economic Outlook 2022 - Inflation
A Long-Range Economic Look at the Year 2022Economy & Bond MarketFederal Reserve & Labor MarketEarnings, Energy & Risk AppetiteInflationEconomy & Bond Market
December 28, 2021
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Season 1
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Episode 23
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7:48
Economic Outlook 2022 - Inflation
A Long-Range Economic Look at the Year 2022 - Part 4Every 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 a...
December 15, 2021
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Season 2
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Episode 4
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7:48
Economic Outlook 2022 - Earnings, Energy & Risk Appetite
A Long-Range Economic Look at the Year 2022 - Part 3Every 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 a...
December 15, 2021
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Season 2
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Episode 3
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14:05
Economic Outlook 2022 - Federal Reserve & Labor Market
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 ...
December 15, 2021
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Season 2
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Episode 2
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7:48
Economic Outlook 2022 - Economy & Bond Market
A Long-Range Economic Look at the Year 2022 - Part 1Every 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 a...
December 15, 2021
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Season 2
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Episode 1
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10:02
Year-end Portfolio Checkup
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 im...
November 22, 2021
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Season 1
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Episode 22
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8:24
3rd Quarter Update - Economic Outlook 2021
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 ep...
October 14, 2021
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Season 1
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Episode 21
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7:19
Understanding Risks In Cryptocurrency
Cryptocurrencies (or digital currencies) have attracted the attention of the media and many investors. However, the risks and technology behind these virtual dollars should be understood before investing. Listen here as we discuss more.
September 14, 2021
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Season 1
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Episode 20
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8:04
Importance of Diversification
Diversification is the act of spreading your investments across a range of assets. This will help reduce your risk, diversify the portfolio and help lower volatility since no one asset will have a sizable impact on your overall result. A diversi...
August 25, 2021
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Season 1
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Episode 19
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6:37
Importance of Diversification
Diversification is the act of spreading your investment across a range of assets. This will help reduce your risk and diversify the portfolio and help lower volatility since no one assets will have a sizable impact on your overall result....
August 23, 2021
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Season 1
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Episode 12
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6:37
Challenges Facing Retirees
Clare Thielen and Neil Craft discuss important challenges currently facing retirees. This includes a look at risk management strategies. Having the right risk management strategy could really help protect retirement assets both befo...
July 13, 2021
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Season 1
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Episode 11
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13:51
2nd Quarter Update - Economic Outlook 2021
A Long-term Look At The Year 2021 - Mid-Year UpdateEvery 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 b...
July 12, 2021
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Season 1
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Episode 10
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11:37
Active vs. Passive ETF’s
While passive investing is a popular strategy among ETF investors, it's not the only strategy. There are also active ETF's that do not follow an index; rather they rely on manager picks for a particular theme. Join us as we discuss further.
June 09, 2021
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Season 1
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Episode 15
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8:28