James Investment

Planning. Investing. Advice.
Since 1972.

[James Investment @JamesInvt]

At the center of every financial relationship is trust. Our firm's values guide how we serve clients, evaluate opportunities, and make decisions. These principles have shaped our approach for decades and continue to guide us today. https://t.co/QFRej8615t

[James Investment @JamesInvt]

Record earnings, a market carried by few names, and everything you need to know about Trump Accounts before July 4th. Our June Market Commentary is out now: https://t.co/AQVASxtXYk

[James Investment @JamesInvt]

Your will tells people what to do. A letter of instruction tells them how. It is one of the most overlooked pieces of a complete estate plan. Our latest post breaks it down. https://t.co/Ga86xC31tx

[James Investment @JamesInvt]

Our team officially broke ground on our future Minster location!!!
We’re grateful for the warm welcome we’ve already received from the community. We’ll be sharing building updates & community event invites, so be sure to follow along as we build! https://t.co/VF947rmJBr

[James Investment @JamesInvt]

It's a common assumption: "I'll sell the business when I'm ready to retire." But a business sale depends on factors largely outside your control, and that uncertainty can leave retirement security hanging in the balance.

[James Investment @JamesInvt]

Graduation is a milestone worth celebrating, and the financial decisions that follow can set the tone for decades to come. Here is a practical look at where new grads and their families should focus first. https://t.co/EkvkVX8Wg7

[James Investment @JamesInvt]

Freedom is never free. Today, we remember those who paid the highest price to protect it. From all of us at James Investment, thank you to all who served and to the families who loved them.

[James Investment @JamesInvt]

A will tells the courts what you want. But it doesn't replace a healthcare proxy, doesn't override beneficiary designations, and doesn't avoid probate. A truly complete plan requires more than one document.

[James Investment @JamesInvt]

Retirement planning doesn’t stop once you’ve saved enough. Decumulation is the strategy behind turning your savings into sustainable income throughout retirement. Learn more in this month's "Word on Wealth".

[James Investment @JamesInvt]

Building a business and building personal wealth are not the same thing. If most of your financial picture lives inside your company, this one is worth a read. We're here to help you see the full picture and build toward it with confidence. Read the post: https://t.co/dCMG0BZBpB

[James Investment @JamesInvt]

Do you know what your monthly income will look like in retirement? Have you accounted for healthcare costs? These are the kinds of questions worth asking before you need to. Download our 7-question checklist and see where you stand. https://t.co/LqXTNL9DM6

[James Investment @JamesInvt]

Happy Mother's Day to all the moms, grandmothers, and mother figures who pour so much into the lives of those around them. Today is yours. We hope you enjoy every moment of it!

[James Investment @JamesInvt]

Big news! We're teaming up! James Investment is proud to be the primary sponsor of the Greene County Cosmos starting this fall. We are thrilled to support these young athletes and families right here in our own backyard. Read the full story: https://t.co/ZXRzJMHxS1

[James Investment @JamesInvt]

Proud to sponsor the Greene County Public School Teacher of the Year Award. Started by our chairman Barry James and his wife Joanna, this is a tradition we're honored to continue. Congratulations to all the nominees.

[James Investment @JamesInvt]

In this update, we break down what’s driving the rebound, what risks remain, and how these dynamics may influence the path ahead. Link: https://t.co/f9yU3bvmFB

[James Investment @JamesInvt]

Just like your home, your finances benefit from a good spring cleaning. Here are a few areas worth revisiting before summer arrives. https://t.co/PZIn7hNGDG

[James Investment @JamesInvt]

Please welcome our newest James Investment team member, Robert Eberhard. He joins us as an Associate Financial Planner, where he will support our planning team as we continue to meet the growing needs of the clients and families we serve.

[James Investment @JamesInvt]

Financial stress could be quietly affecting your workforce more than you think. We break down the hidden impact and what business owners should be paying attention to. Read More: https://t.co/adUMz2hM3h

[James Investment @JamesInvt]

Small income changes can have bigger tax implications than many people expect. Here’s what to know about bracket creep in this month’s Word on Wealth.

[James Investment @JamesInvt]

From professionals charting their future to retirees protecting what they’ve built, we tailor our support to fit your life. We serve those who want more than just advice; they want a relationship built on trust and long-term vision. #wealthmanagement #jamesinvestment