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    Hold Your Positions, it’s a Bull Market (duh)
    James Tharin, CFA
    • Apr 12, 2021
    • 2 min

    Hold Your Positions, it’s a Bull Market (duh)

    As long term investors, which most of our clients are, the goal is to buy high quality equity investments and hold onto those investments
    322 views
    Smart Money Versus Dumb Money – Which are You?
    James Tharin, CFA
    • Feb 28, 2020
    • 2 min

    Smart Money Versus Dumb Money – Which are You?

    According to Investopedia “The basic efficient market hypothesis posits that the market cannot be beaten because it incorporates all
    492 views
    Somebody Lend Me a Dollar
    James Tharin, CFA
    • Mar 1, 2019
    • 3 min

    Somebody Lend Me a Dollar

    The reason for the complacency about the national debt can it part be attributed to an Australian economist named Bill Mitchell. In 1990, M
    331 views0 comments
    2019 - More Turbulence Ahead?
    James Tharin, CFA
    • Dec 17, 2018
    • 4 min

    2019 - More Turbulence Ahead?

    This post is a synopsis of our 'fearless outlook' for the US Equity Markets in 2019.
    332 views0 comments
    Well, It's a Bull Market
    James Tharin, CFA
    • Oct 2, 2018
    • 2 min

    Well, It's a Bull Market

    I’ve been at the business of investing money for clients and myself for 27 years - almost to the day. I didn’t know it then but after my...
    313 views0 comments
    Building a Better Bond Portfolio
    James Tharin, CFA
    • Oct 18, 2016
    • 3 min

    Building a Better Bond Portfolio

    A well constructed bond portfolio can stand-alone as a total portfolio or as part of a broader asset allocation strategy. There are many...
    210 views0 comments
    The Valuation Bears Have it Wrong
    James Tharin, CFA
    • Sep 19, 2016
    • 2 min

    The Valuation Bears Have it Wrong

    In today’s low return environment, investors are scrambling to find higher yielding investments in order to fund future or a current...
    281 views0 comments
    What You Don't Know about Investing
    James Tharin, CFA
    • Jun 22, 2016
    • 2 min

    What You Don't Know about Investing

    It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so. -Mark Twain I recently got...
    20 views0 comments
    What's in Style on Wall Street
    James Tharin, CFA
    • May 4, 2016
    • 3 min

    What's in Style on Wall Street

    Whether your game is growth or value, momentum, low volatility or indexing, strategies with strong academic underpinnings generally work...
    9 views0 comments
    Better than Bonds
    James Tharin, CFA
    • Mar 21, 2016
    • 2 min

    Better than Bonds

    Some years back I used to enjoy reading a research report that was published periodically by Credit Suisse called “Better than Bonds”. ...
    148 views0 comments
    What to do if you see a Bear
    James Tharin, CFA
    • Feb 4, 2016
    • 3 min

    What to do if you see a Bear

    It’s been well publicized that the month of January 2016 was not the worst January in history for US equities - it was the second worst. ...
    176 views0 comments
    Why Value Investing is Under Performing Growth Investing
    James Tharin, CFA
    • Dec 1, 2015
    • 5 min

    Why Value Investing is Under Performing Growth Investing

    Nobody can predict the future with absolute certainty – nobody. However, in this business, we deal in probabilities, then we monitor and...
    281 views0 comments
    It Wasn't Raining When Noah Built His Ark
    James Tharin, CFA
    • Nov 18, 2015
    • 3 min

    It Wasn't Raining When Noah Built His Ark

    I can’t remember when I first heard the phrase that is the title of this article. But I’m fairly certain it’s been around for a while...
    214 views0 comments
    Lessons from the 10th Hole
    James Tharin, CFA
    • Oct 28, 2015
    • 2 min

    Lessons from the 10th Hole

    I started my career on The Street of Dreams in October of 1991 as a stock broker with one of those many great regional brokerage firms...
    85 views0 comments
    To Index or not to Index…..
    James Tharin, CFA
    • Sep 21, 2015
    • 4 min

    To Index or not to Index…..

    …..is missing the point altogether. I’m very well aware of what many studies say but I don’t think those studies adequately address the...
    35 views0 comments
    A Primer on Fixed Income Investing
    James Tharin, CFA
    • Jul 16, 2015
    • 1 min

    A Primer on Fixed Income Investing

    Since a bond is by definition a loan to an entity such as a government (U.S., agency or foreign), a corporation or a municipality,...
    33 views0 comments
    The Art of Risk Management
    James B. Tharin, CFA
    • Jul 1, 2015
    • 2 min

    The Art of Risk Management

    Every good stock investor that I have ever met has some methodical, well thought out system for risk management that he or she can...
    15 views0 comments
    How to Invest if You Think Stocks are Expensive & Interest Rates are Low
    James B. Tharin, CFA
    • Jun 16, 2015
    • 4 min

    How to Invest if You Think Stocks are Expensive & Interest Rates are Low

    It’s taken me awhile to get here but I do believe that the Great Recession caused by the housing crisis of 2007 - 2009 is behind us and a...
    23 views0 comments
    Rising Dividends – A Strategy for Income or Growth
    James B. Tharin, CFA
    • Jun 9, 2015
    • 3 min

    Rising Dividends – A Strategy for Income or Growth

    If you think dividends are boring, think again. According to Stocks for the Long Run, by Jeremy Siegel, about two thirds of the real...
    34 views0 comments
    Playing the Odds
    James Tharin, CFA
    • Apr 2, 2015
    • 2 min

    Playing the Odds

    by James B. Tharin, CFA Over the years we’ve learned that there is no silver bullet to investing. If you are in this business long...
    8 views0 comments
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