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What About the Election – A Few Simple Charts
As we enter the election season leading up to November 5th, I expect increased market volatility and an increase in client inquiries...

James Tharin, CFA
Jul 8, 20242 min read
617 views


Headwinds Should Become Tailwinds Soon
The total return for the S&P 500 for the 3rd quarter was a minus 3.27% although the major index has returned a positive 13.07% year to...

James Tharin, CFA
Oct 3, 20232 min read
711 views
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Will 2023 Be A Better Year?
Most people are well aware that stocks have been under pressure this year. The first chart below shows the selloff as most laypeople...

James Tharin, CFA
Dec 15, 20222 min read
939 views


Rule Number Two
The first three rules of investing in the stock market are: 1) the trend is your friend, 2) don’t fight the Fed, and 3) beware the crowd...

James Tharin, CFA
Aug 30, 20222 min read
1,198 views
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Slowing Economic Activity and Rising Inflation - A Dangerous Combination
You’ve undoubtedly heard by now that the S&P 500 just had its worst six month start to any year since 1970 coming in at minus 20.58%. ...

James Tharin, CFA
Jul 13, 20222 min read
1,106 views
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