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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
44 views
0 comments


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
92 views
0 comments


Alternative Investments: Beyond the 60 / 40 Portfolio
At Emerald Asset Management, our primary focus is managing stock portfolios for our clients. Our flagship strategy, called the Global...

James Tharin, CFA
Sep 30, 20242 min read
448 views


The Best Opportunities Usually Appear During Recessions, Not After
We believe that the economy is currently in or about to be in a mild recession. Most of the indicators that we monitor indicate that the...

James Tharin, CFA
Apr 6, 20231 min read
1,012 views


Rule Number Two
The first three rules of investing in the stock market are: 1) the trend is your friend, 2) don’t fight the Fed, and 3) beware the crowd...

James Tharin, CFA
Aug 30, 20222 min read
1,198 views
0 comments


Stock Market Bottoms Don't Require Capitulation but it Sure Does Help
One of the advantages of getting older is experience and the wisdom that (supposedly) comes with it. I would say that over 30 years of...

James Tharin, CFA
May 25, 20224 min read
1,541 views
0 comments


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

James Tharin, CFA
Apr 12, 20212 min read
667 views


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
James Tharin, CFA
Feb 28, 20202 min read
1,601 views


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
James Tharin, CFA
Mar 1, 20193 min read
1,427 views
0 comments


2019 - More Turbulence Ahead?
This post is a synopsis of our 'fearless outlook' for the US Equity Markets in 2019.
James Tharin, CFA
Dec 17, 20184 min read
1,206 views
0 comments


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...
James Tharin, CFA
Oct 2, 20182 min read
1,407 views
0 comments


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...
James Tharin, CFA
Oct 18, 20163 min read
1,284 views
0 comments


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...
James Tharin, CFA
Sep 19, 20162 min read
1,368 views
0 comments


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...
James Tharin, CFA
Jun 22, 20162 min read
608 views
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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...
James Tharin, CFA
May 4, 20163 min read
199 views
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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”. ...
James Tharin, CFA
Mar 21, 20162 min read
1,144 views
0 comments


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. ...
James Tharin, CFA
Feb 4, 20163 min read
1,168 views
0 comments


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...
James Tharin, CFA
Dec 1, 20155 min read
1,271 views
0 comments


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...
James Tharin, CFA
Nov 18, 20153 min read
254 views
0 comments


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...
James Tharin, CFA
Oct 28, 20152 min read
1,076 views
0 comments
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