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Asset Management & Financial Advice
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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...
James Tharin, CFA
Sep 29, 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...
James Tharin, CFA
Sep 22, 20172 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...
James Tharin, CFA
Aug 15, 20163 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...
James Tharin, CFA
Jun 22, 20162 min read
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