a life well planned is a life well lived
The Captain’s Log Spring 2022
It's All About the Family The James Family is incredibly fortunate to have the prodigious opportunity to work side-by-side with your family in the daily activities of our business. We are appreciative of each one of you, and through our continuous labors, we strive to become intimate with the inner dynamics of each client family. We work constantly to provide the highest level of honest and helpful service in a marketplace wrought with challenges and unpredictability. This investment industry stuff uniquely demands a “what have you done for me lately” measuring stick, and as fun as last year was, the real value is always camouflaged under the cloak of tomorrow’s deliverables. In our world, rear view mirrors provide merely a distraction from our goals – tangible helpfulness always resides in assiduously focusing on the road ahead.
Marching into 2022, investment industry practitioners grossly pontificated on the magnitude of unprecedented challenges ahead. Like it or not, this New Year stormed into our lives saddled with the burden of supply chain shortages, harmful inflationary pressures, uncertainty of Federal Reserve actions, and a brewing humanitarian crisis between Russia and Ukraine. How possibly could a sane investor uncover opportunity amongst this debris field full of landmines? The unwavering anxiety echoed moans from the weak longs and promised to smother all rays of springtime hope. The seasonal birds chirping, the springtime flowers budding, the longer and warmer days – all extinguished by the painfully repetitious drumbeats of negativity from political pundits, economic soothsayers, and warmongering. Cable news executives would starve if they made a living selling inspirational messages. (continued on page 3)