Even smart investors can make irrational decisions. Discover how behavioral finance helps retirees avoid common traps and stay focused.

Discover how dividend stocks work, potential benefits, and how they fit into your investment strategy for income, stability, and growth.

One of the most common questions I get from people entering the retirement phase of life is, ‘when should I take my social security...

​ According to Wikipedia, the definition of a financial plan is “a comprehensive evaluation of an individual’s current and future state...

Most of my clients have heard me elaborate upon the importance of risk management. The reason that I dwell so much on this particular...

by James B. Tharin, CFA If you are planning to retire or change jobs and you have an investment in a qualified retirement plan like a...

by James B. Tharin, CFA At Emerald Asset Management, we believe the foundation to building a more secure financial future begins with a...