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
- Jun 22, 2016
- 2 min
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...
147 views0 comments
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...
420 views0 comments
James Tharin, CFA
- May 4, 2016
- 3 min
What's in Style on Wall Street
Whether your game is growth or value, momentum, low volatility or indexing, strategies with strong academic underpinnings generally work...
179 views0 comments
James Tharin, CFA
- Mar 21, 2016
- 2 min
Better than Bonds
Some years back I used to enjoy reading a research report that was published periodically by Credit Suisse called “Better than Bonds”. ...
422 views0 comments
James Tharin, CFA
- Feb 4, 2016
- 2 min
First Under Statement of 2016 - January was Rough!
Current Outlook If 2015 was flat and boring for investors, then 2016 has ushered in an unwelcome change to volatility and losses. We...
321 views0 comments
James Tharin, CFA
- Feb 4, 2016
- 3 min
What to do if you see a Bear
It’s been well publicized that the month of January 2016 was not the worst January in history for US equities - it was the second worst. ...
449 views0 comments
James Tharin, CFA
- Jan 4, 2016
- 1 min
Buy Low Sell High
At Emerald Asset Management we believe that most investors would avoid many investing pitfalls if they would follow three primary rules. ...
488 views0 comments
James Tharin, CFA
- Dec 1, 2015
- 5 min
Why Value Investing is Under Performing Growth Investing
Nobody can predict the future with absolute certainty – nobody. However, in this business, we deal in probabilities, then we monitor and...
555 views0 comments
James Tharin, CFA
- Nov 18, 2015
- 3 min
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...
234 views0 comments
James Tharin, CFA
- Oct 28, 2015
- 2 min
Lessons from the 10th Hole
I started my career on The Street of Dreams in October of 1991 as a stock broker with one of those many great regional brokerage firms...
356 views0 comments
James Tharin, CFA
- Oct 20, 2015
- 3 min
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...
405 views0 comments
James Tharin, CFA
- Oct 7, 2015
- 2 min
What's Your Risk Budget
Most of my clients have heard me elaborate upon the importance of risk management. The reason that I dwell so much on this particular...
426 views0 comments
James Tharin, CFA
- Sep 21, 2015
- 4 min
To Index or not to Index…..
…..is missing the point altogether. I’m very well aware of what many studies say but I don’t think those studies adequately address the...
307 views0 comments
James Tharin, CFA
- Sep 1, 2015
- 3 min
Because Investors Have Forgotten What a Stock Market Correction is......
Note: The comments below were sent to our clients on August 27th. Over the course of five trading days U.S. Equities as measured by the...
295 views0 comments
James Tharin, CFA
- Jul 16, 2015
- 1 min
A Primer on Fixed Income Investing
Since a bond is by definition a loan to an entity such as a government (U.S., agency or foreign), a corporation or a municipality,...
45 views0 comments
James B. Tharin, CFA
- Jul 1, 2015
- 2 min
The Art of Risk Management
Every good stock investor that I have ever met has some methodical, well thought out system for risk management that he or she can...
27 views0 comments
James B. Tharin, CFA
- Jun 16, 2015
- 4 min
How to Invest if You Think Stocks are Expensive & Interest Rates are Low
It’s taken me awhile to get here but I do believe that the Great Recession caused by the housing crisis of 2007 - 2009 is behind us and a...
38 views0 comments
James B. Tharin, CFA
- Jun 9, 2015
- 3 min
Rising Dividends – A Strategy for Income or Growth
If you think dividends are boring, think again. According to Stocks for the Long Run, by Jeremy Siegel, about two thirds of the real...
205 views0 comments
James Tharin, CFA
- Apr 14, 2015
- 3 min
Running with the Bulls
As the secular bull market that began in March of 2009 is starting to get a little age on it, naturally our phones are starting to ring a...
12 views0 comments
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