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Asset Management & Financial Advice
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Why U.S. Debt Still Matters for Investors
Recent U.S. debt downgrades highlight growing fiscal concerns. Understand how these changes could influence your investment decisions.

James Tharin, CFA
6 days ago5 min read
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What About the Election – A Few Simple Charts
As we enter the election season leading up to November 5th, I expect increased market volatility and an increase in client inquiries...

James Tharin, CFA
Jul 8, 20242 min read
693 views


Stock Market Bottoms Don't Require Capitulation but it Sure Does Help
One of the advantages of getting older is experience and the wisdom that (supposedly) comes with it. I would say that over 30 years of...

James Tharin, CFA
May 25, 20224 min read
1,596 views
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Well, It's a Bull Market
I’ve been at the business of investing money for clients and myself for 27 years - almost to the day. I didn’t know it then but after my...
James Tharin, CFA
Oct 2, 20182 min read
1,462 views
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We Call it the Golden Rule but Others Call it the Fiduciary Rule
There is a new law affecting the delivery of investment advice that is currently being phased into the regulatory mosaic of the financial...
James Tharin, CFA
Sep 29, 20172 min read
1,654 views
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The First Question You Should Always Ask when Seeking Financial Advice
There has been a battle going on in Washington about how investment advice pertaining to your retirement savings will be delivered going...
James Tharin, CFA
Sep 22, 20172 min read
1,633 views
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Trying to Reason with a Hurricane Season
www.emeraldam.com The updated map shows the latest foretasted track of Hurricane Irma and all active tropical tracks and models...
James Tharin, CFA
Sep 5, 20171 min read
1,574 views
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