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The Year of the Rat
On January 25th of 2020, the Chinese Zodiac Calendar flips to the year of the Rat, specifically Year of the Metal (Gold) Rat. I’m not...
James Tharin, CFA
Jan 9, 20202 min read
1,243 views
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The US Dollar - Strong and Getting Stronger
After sliding about 13% during calendar year 2017, the US Dollar seems to have broken its downtrend and it appears to want to move higher....
James Tharin, CFA
Aug 10, 20181 min read
1,276 views
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The Year of the Dog
In February of 2018 the Chinese Zodiac Calendar flips to the Year of the Dog, specifically the Year of the Brown Earth Dog. According to...
James Tharin, CFA
Jan 2, 20183 min read
1,566 views
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Stocks and Bombs
For the last week or so the conflict of words between North Korea and the United States seems to have changed from a rapid boil to a slow...
James Tharin, CFA
Aug 18, 20172 min read
720 views
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Is the Stock Market Really Overvalued?
With the strong bull run in stock prices since November, we have been reading more from the perma-bear community about how overvalued the...
James Tharin, CFA
Feb 24, 20174 min read
736 views
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2017 Outlook - Predictably Unpredictable
Chart 1 Anybody who has been in the investment business long enough knows the futility of forecasting financial events – especially when...
James Tharin, CFA
Dec 28, 20166 min read
1,503 views
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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
1,282 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
1,366 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
0 comments


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
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First Under Statement of 2016 - January was Rough!
Current Outlook If 2015 was flat and boring for investors, then 2016 has ushered in an unwelcome change to volatility and losses. We...
James Tharin, CFA
Feb 4, 20162 min read
1,034 views
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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,...
James Tharin, CFA
Jul 16, 20151 min read
265 views
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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...
James B. Tharin, CFA
Jun 16, 20154 min read
726 views
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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...
James B. Tharin, CFA
Jun 9, 20153 min read
947 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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