There is a new law affecting the delivery of investment advice that is currently being phased into the regulatory mosaic of the financial...

There has been a battle going on in Washington about how investment advice pertaining to your retirement savings will be delivered going...

It seems that every election year the pundits bloviate on why this cycle is different than any other election year in history. It...

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...

One of the most common questions I get from people entering the retirement phase of life is, ‘when should I take my social security...

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...

​ According to Wikipedia, the definition of a financial plan is “a comprehensive evaluation of an individual’s current and future state...

by James B. Tharin, CFA If you are planning to retire or change jobs and you have an investment in a qualified retirement plan like a...

by James B. Tharin, CFA At Emerald Asset Management, we believe the foundation to building a more secure financial future begins with a...