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    We Call it the Golden Rule but Others Call it the Fiduciary Rule
    James Tharin, CFA
    • Sep 29, 2017
    • 2 min

    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 services industry by the Department of Labor. The new law is known as the Fiduciary Rule. The goal of the new Fiduciary Rule is to prevent, minimize and disclose conflicts of interest when representatives provide investment advice on retirement assets. Acting as a fiduciary sometimes means advising clients not to take action like investi
    593 views0 comments
    The First Question You Should Always Ask when Seeking Financial Advice
    James Tharin, CFA
    • Sep 22, 2017
    • 2 min

    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 forward. For those who don’t know about the upcoming changes – known as the Fiduciary Rule - you need to educate yourself so that you understand the kind of advice you are receiving. I don’t think most people want to be told they are getting unbiased advice when conflicts of interest exist. Let me explain: In the financial advice busines
    573 views0 comments
    Deciding when to take your Social Security
    James Tharin, CFA
    • May 16, 2016
    • 2 min

    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 benefit?’ That’s because the timing of when one decides to take social security benefits is one of the major factors determining how much income people will receive over which they actually have some control. Basically, waiting will increase the amount of income that will be received and taking the income early will decrease the amount of incom
    231 views0 comments

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    Emerald Asset Management, Inc. is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Emerald Asset Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Emerald Asset Management, Inc. unless a client service agreement is in place.