Skip to main content
  • Home
  • About Us
    • Our Mission Statement
    • Our Location
    • About James F. Davis
    • Customized Financial Services
    • BUSINESS SERVICES
    • FAQ
    • Featured Links
    • Tell A Friend
  • Resources
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Life Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us

9955 Karlov Ave Skokie, IL 60076

Phone:

  • Office: 773-669-8775
  • cell 630-723-1161

E-mail:

  • james.davis@davisfinstrat.com

E-NEWSLETTER SIGN-UP

Subscribe to our newsletter and get exclusive news straight to your inbox!

SUBSCRIBE NOW

Contact Us

Please feel free to contact us with any questions.

Contact Us

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

More Videos »
Transcript

Newsletters

  • New Auto Loan Interest Deduction Explained

    The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

  • HOT TOPIC: Geopolitics and the U.S. Financial Markets

    This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

  • Locked Out? How to Break Into Today’s Housing Market

    Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

  • HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

    According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

More Newsletters »

Securities and Advisory Services offered through Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed Insurance products and services are separate from and not offered through Commonwealth.

Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No Offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

FORM CRS: Client Relationship Summary

 

 

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck