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...
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James Tharin, CFA
- Aug 10, 2018
- 1 min
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....
702 views0 comments
James Tharin, CFA
- Jan 2, 2018
- 3 min
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...
987 views0 comments
James Tharin, CFA
- Aug 18, 2017
- 2 min
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...
364 views0 comments
James Tharin, CFA
- Feb 24, 2017
- 4 min
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...
430 views0 comments
James Tharin, CFA
- Dec 28, 2016
- 6 min
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...
931 views0 comments
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...
704 views0 comments
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...
791 views0 comments
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...
181 views0 comments
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”. ...
642 views0 comments
James Tharin, CFA
- Feb 4, 2016
- 2 min
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...
537 views0 comments
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,...
47 views0 comments
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...
221 views0 comments
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...
448 views0 comments
James Tharin, CFA
- Feb 10, 2015
- 3 min
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...
173 views0 comments
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