James Tharin, CFAJul 82 minWhat About the Election – A Few Simple ChartsAs we enter the election season leading up to November 5th, I expect increased market volatility and an increase in client inquiries...
James Tharin, CFAOct 3, 20232 minHeadwinds 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, CFAJul 17, 20232 minA Tale of Two MarketsThe first half of 2023 is done and over and to the novice investor, the stock market looked incredibly strong. The S&P 500 booked a...
James Tharin, CFAApr 6, 20231 minThe Best Opportunities Usually Appear During Recessions, Not AfterWe believe that the economy is currently in or about to be in a mild recession. Most of the indicators that we monitor indicate that the...