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P.O. Box 7756 Rocky Mount, NC 27804
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(252) 443-7616
Asset Management & Financial Advice
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James Tharin, CFA
May 16, 20162 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...
1,213 views0 comments


James Tharin, CFA
Oct 20, 20153 min read
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...
1,134 views0 comments

James Tharin, CFA
Oct 7, 20152 min read
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...
1,152 views0 comments


James Tharin, CFA
Mar 6, 20153 min read
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...
1,199 views0 comments


James Tharin, CFA
Feb 10, 20153 min read
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...
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