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
- 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...
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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...
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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”. ...
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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,...
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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...
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