#FinancialPlanning

James Tharin, CFA

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...

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James Tharin, CFA

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...

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James Tharin, CFA

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...

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James Tharin, CFA

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

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...

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James Tharin, CFA

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...

James Tharin, CFA

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...

James Tharin, CFA

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...

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James Tharin, CFA

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...