We Call it the Golden Rule but Others Call it the Fiduciary Rule
There is a new law affecting the delivery of investment advice that is currently being phased into the regulatory mosaic of the financial...
top of page
P.O. Box 7756 Rocky Mount, NC 27804
|
(252) 443-7616
Asset Management & Financial Advice
Search
James Tharin, CFA
Sep 22, 20172 min read
The First Question You Should Always Ask when Seeking Financial Advice
There has been a battle going on in Washington about how investment advice pertaining to your retirement savings will be delivered going...
1,438 views0 comments
James Tharin, CFA
Aug 15, 20163 min read
How the Election Could Affect Your Investment Portfolio
It seems that every election year the pundits bloviate on why this cycle is different than any other election year in history. It...
1,091 views0 comments
James Tharin, CFA
Jun 22, 20162 min read
What You Don't Know about Investing
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...
599 views0 comments
James Tharin, CFA
May 16, 20162 min read
Deciding when to take your Social Security
One of the most common questions I get from people entering the retirement phase of life is, ‘when should I take my social security...
1,143 views0 comments
James Tharin, CFA
Nov 18, 20153 min read
It Wasn't Raining When Noah Built His Ark
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...
254 views0 comments
James Tharin, CFA
Oct 20, 20153 min read
Five Reasons You Need a Financial Plan
According to Wikipedia, the definition of a financial plan is “a comprehensive evaluation of an individual’s current and future state...
1,065 views0 comments
James Tharin, CFA
Mar 6, 20153 min read
Making the Most of Your 401k Distribution--A New Strategy
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...
1,129 views0 comments
James Tharin, CFA
Feb 10, 20153 min read
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...
377 views0 comments
bottom of page