Emerald Insights: Empowering You with Knowledge and Clarity


Timely guidance, educational tools, and curated content to support confident financial decisions.

Wild Horses, Outer Banks, NC

Current Events James Tharin, CFA – President & Chief Investment Officer Current Events James Tharin, CFA – President & Chief Investment Officer

Why U.S. Debt Still Matters for Investors

When Moody’s downgraded its rating on U.S. Treasuries from AAA to AA1 on a Friday night in May, I expected my phone to be ringing first thing Monday with concerned clients - and for the markets to show it.

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Current Events, Stock Market Update, Investment Tips and Knowlege James Tharin, CFA – President & Chief Investment Officer Current Events, Stock Market Update, Investment Tips and Knowlege James Tharin, CFA – President & Chief Investment Officer

Stock Market Bottoms Don't Require Capitulation but it Sure Does Help

One of the advantages of getting older is experience and the wisdom that (supposedly) comes with it. I would say that over 30 years of playing 'The Greatest Game' would qualify me as an experienced investor.

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