Emerald Insights: Empowering You with Knowledge and Clarity


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

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Stock Market Update James Tharin, CFA – President & Chief Investment Officer Stock Market Update James Tharin, CFA – President & Chief Investment Officer

Watching the FANGs for an Entry Point

According to Bespoke Institutional, stocks broke a 58 day streak of trading without a market move of over plus or minus 1% on August 10th. Since then stock market volatility has picked up some but not dramatically.

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Stock Market Update James Tharin, CFA – President & Chief Investment Officer Stock Market Update James Tharin, CFA – President & Chief Investment Officer

Stocks and Bombs

For the last week or so the conflict of words between North Korea and the United States seems to have changed from a rapid boil to a slow simmer, giving equities a boost during the first half of the week.

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Stock Market Update James Tharin, CFA – President & Chief Investment Officer Stock Market Update James Tharin, CFA – President & Chief Investment Officer

Investment Highlights - April 2017

The 1st quarter of 2017 started out optimistically on the part of investors as the surprise “Trump Rally” paused and then resumed in hopes of (on the part of the stock market) deregulation and tax cuts.

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Investment Tips and Knowlege James Tharin, CFA – President & Chief Investment Officer Investment Tips and Knowlege James Tharin, CFA – President & Chief Investment Officer

Better than Bonds

Some years back I used to enjoy reading a research report that was published periodically by Credit Suisse called “Better than Bonds”. The concept of the report was fairly straight forward as I remember it.

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

What to do if you see a Bear

It’s been well publicized that the month of January 2016 was not the worst January in history for US equities - it was the second worst. The interesting thing though, is how vocal the perma bear community has become - after the fact.

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Stock Market Update James Tharin, CFA – President & Chief Investment Officer Stock Market Update James Tharin, CFA – President & Chief Investment Officer

Buy Low Sell High

At Emerald Asset Management we believe that most investors would avoid many investing pitfalls if they would follow three primary rules.

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Investment Tips and Knowlege James Tharin, CFA – President & Chief Investment Officer Investment Tips and Knowlege James Tharin, CFA – President & Chief Investment Officer

Why Value Investing is Under Performing Growth Investing

Nobody can predict the future with absolute certainty – nobody. However, in this business, we deal in probabilities, then we monitor and adjust. Therefore the astute analyst should be able to explain the situation on the ground and form an educated opinion about the future.

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