​ According to Wikipedia, the definition of a financial plan is “a comprehensive evaluation of an individual’s current and future state b...

Most of my clients have heard me elaborate upon the importance of risk management. The reason that I dwell so much on this particular top...

…..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 ...

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 ...

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, invest...

Every good stock investor that I have ever met has some methodical, well thought out system for risk management that he or she can clearl...

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...

If you think dividends are boring, think again. According to Stocks for the Long Run, by Jeremy Siegel, about two thirds of the real (in...

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...

by James B. Tharin, CFA Over the years we’ve learned that there is no silver bullet to investing. If you are in this business long enoug...

by James B. Tharin, CFA There is a relatively new investment industry buzzword that you might want to learn before your next cocktail par...

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 401...

by James B. Tharin, CFA On March 10, 2000, the Nasdaq Composite Index set an all-time record high at 5048.60. What followed was an unbel...

by James B. Tharin, CFA At Emerald Asset Management, we believe the foundation to building a more secure financial future begins with a p...