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...