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9955 Karlov Ave Skokie, IL 60076

Phone:

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

E-mail:

  • james.davis@davisfinstrat.com

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Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

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Newsletters

  • The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

    Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

  • HOT TOPIC: The Shutdown is Over: What Now?

    The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

  • HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

    This article explains newly implemented and upcoming tariffs and their potential economic impact.

  • 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.

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.

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