James Tharin, CFAJan 9, 20202 minThe Year of the RatOn 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, CFADec 28, 20166 min2017 Outlook - Predictably UnpredictableChart 1 Anybody who has been in the investment business long enough knows the futility of forecasting financial events – especially when...
James Tharin, CFAOct 18, 20163 minBuilding a Better Bond PortfolioA 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, CFAMar 21, 20162 minBetter than BondsSome years back I used to enjoy reading a research report that was published periodically by Credit Suisse called “Better than Bonds”. ...
James Tharin, CFAJul 16, 20151 minA Primer on Fixed Income InvestingSince 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 B. Tharin, CFAJun 16, 20154 minHow to Invest if You Think Stocks are Expensive & Interest Rates are LowIt’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...