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...
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James Tharin, CFA
Sep 1, 20153 min read
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...
944 views0 comments
James Tharin, CFA
Jul 16, 20151 min read
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,...
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James B. Tharin, CFA
Jul 1, 20152 min read
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...
319 views0 comments
James B. Tharin, CFA
Jun 16, 20154 min read
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...
656 views0 comments
James B. Tharin, CFA
Jun 9, 20153 min read
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...
880 views0 comments
James Tharin, CFA
Apr 14, 20153 min read
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...
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James Tharin, CFA
Apr 2, 20152 min read
Playing the Odds
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...
884 views0 comments
James Tharin, CFA
Mar 24, 20152 min read
What is Active Share?
by James B. Tharin, CFA There is a relatively new investment industry buzzword that you might want to learn before your next cocktail...
712 views0 comments
James Tharin, CFA
Mar 6, 20153 min read
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
Feb 13, 20151 min read
Nasdaq 5000 or Bust
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...
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James Tharin, CFA
Feb 10, 20153 min read
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...
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