James R Caldwell

[James R Caldwell @CaldwellWealth]

@JamesYoder National Championship QB. Great team effort

[James R Caldwell @CaldwellWealth]

@CoachZachSmith Zach, I totally agree

[James R Caldwell @CaldwellWealth]

Is Social Security taxable? The short answer is yes, but yours doesn’t necessarily need to be. Learn more about tax planning strategies for your Social Security retirement benefits. https://t.co/X23XrMNny8

[James R Caldwell @CaldwellWealth]

Social Security benefits are taxable?!? Yes, but there are strategies to help minimize the impact. Learn more in our latest blog. https://t.co/X23XrMNny8

[James R Caldwell @CaldwellWealth]

The Fed didn’t cut rates last week. Will that prove to be a meaningful policy mistake? Get insights in the Weekly Market Commentary. https://t.co/YRBpqz7hDQ

[James R Caldwell @CaldwellWealth]

Washington drama. Geopolitical risks. Renewed concerns about a slowing economy. Worries are building for investors, but all is far from lost. Read more about it in the Weekly Market Commentary. https://t.co/YRBpqz7hDQ

[James R Caldwell @CaldwellWealth]

Do you know what your risk tolerance is when it comes to investing? Answer a few easy questions, and we can help you discover the right strategy for you. https://t.co/eSBuD5WArg

[James R Caldwell @CaldwellWealth]

How could Biden dropping out of the presidential race affect the stock market? We dive into this in-depth in our latest blog. https://t.co/x3OebfLlzB

[James R Caldwell @CaldwellWealth]

What’s one of the most powerful tools to help protect your business and help retain key employees? Life insurance! Learn why in our latest blog. https://t.co/pX3tU4lTuW

[James R Caldwell @CaldwellWealth]

Politically and historically speaking, Biden dropping out of the presidential race was big news. But what about its potential effect on the economy? https://t.co/x3OebfLlzB

[James R Caldwell @CaldwellWealth]

Yes, we think small caps will outperform large caps the rest of this year, but that doesn’t mean large caps can’t have some more fun too. Read more about it in our Weekly Market Commentary. https://t.co/xOsjNI7sut

[James R Caldwell @CaldwellWealth]

There are many uses for life insurance that go beyond securing a death benefit for loved ones. Find out how you could use it to help protect you, your business and its employees. https://t.co/pX3tU4lTuW

[James R Caldwell @CaldwellWealth]

The S&P 500 fell for the second consecutive week. But we think there’s still plenty of life left in this bull market. Why? Read our Weekly Market Commentary. https://t.co/xOsjNI7sut

[James R Caldwell @CaldwellWealth]

We know that many parents are never emotionally “ready” to send their child off to college, but are you ready financially? Take our quick quiz to gauge your ability to help pay for your child's college expenses. https://t.co/WDTapfKaKc

[James R Caldwell @CaldwellWealth]

The Carson Investment Research team has released its Midyear Outlook 2024 white paper. Learn more and download your copy today. https://t.co/8ztI4qfzhh

[James R Caldwell @CaldwellWealth]

We didn’t see a recession this year and continue to expect no recession in 2024. Learn more in our Midyear Outlook webinar, now available for viewing on-demand. https://t.co/20NHuzBpfm

[James R Caldwell @CaldwellWealth]

Curious about what might happen in the markets and economy during the final months of 2024? Get in-depth analysis from the Carson Investment Research team. https://t.co/8ztI4qfzhh

[James R Caldwell @CaldwellWealth]

We’ve liked small caps all year and we’ll be the first to admit they’ve been frustrating. But the times, they are a-changin’! Find out why in the Weekly Market Commentary. https://t.co/UgOY76rXnH

[James R Caldwell @CaldwellWealth]

What will Q3 bring? Hear from two prominent voices within the financial services industry in our Midyear Outlook webinar, now available for viewing on-demand. https://t.co/20NHuzBpfm

[James R Caldwell @CaldwellWealth]

President Biden’s announcement to withdraw from the race was an important political moment in history. How might the markets react? Read our take in the Weekly Market Commentary. https://t.co/UgOY76rXnH