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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
84 views
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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
123 views
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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
1,302 views
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Five Reasons You Need a Financial Plan
According to Wikipedia, the definition of a financial plan is “a comprehensive evaluation of an individual’s current and future state...
James Tharin, CFA
Oct 20, 20153 min read
1,224 views
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What's Your Risk Budget
Most of my clients have heard me elaborate upon the importance of risk management. The reason that I dwell so much on this particular...
James Tharin, CFA
Oct 7, 20152 min read
1,209 views
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Making the Most of Your 401k Distribution--A New Strategy
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...

James Tharin, CFA
Mar 6, 20153 min read
1,241 views
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Seven Steps to a More Secure Retirement
by James B. Tharin, CFA At Emerald Asset Management, we believe the foundation to building a more secure financial future begins with a...

James Tharin, CFA
Feb 10, 20153 min read
459 views
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