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Asset Management & Financial Advice
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Why Choosing a Fiduciary Financial Advisor Matters
Not all financial advisors are held to the same standard. While many operate under a "suitability" rule, fiduciary advisors are legally obligated to act in your best interest. This article breaks down the difference and why it matters for your financial future.
James Tharin, CFA
May 194 min read


The Mind Games of Investing: Navigating Emotions for Long-Term Success
Even smart investors can make irrational decisions. Discover how behavioral finance helps retirees avoid common traps and stay focused.
James Tharin, CFA
Apr 97 min read


Understanding Dividends: How They Can Fit into Your Investment Strategy
Discover how dividend stocks work, potential benefits, and how they fit into your investment strategy for income, stability, and growth.
James Tharin, CFA
Mar 258 min read


Deciding when to take your Social Security
One of the most common questions I get from people entering the retirement phase of life is, ‘when should I take my social security...
James Tharin, CFA
May 16, 20162 min read
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