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P.O. Box 7756 Rocky Mount, NC 27804
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(252) 443-7616
Asset Management & Financial Advice
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James Tharin, CFA
3 days ago4 min read
Streamline Your Digital Life: Smart Strategies for Managing Subscriptions
Subscription overload? Learn how a few simple strategies can help you manage your subscriptions so you only pay for what you truly need.
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James Tharin, CFA
Sep 30, 20242 min read
Alternative Investments: Beyond the 60 / 40 Portfolio
At Emerald Asset Management, our primary focus is managing stock portfolios for our clients. Our flagship strategy, called the Global...
333 views
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James Tharin, CFA
Aug 20, 20242 min read
Understanding Inherited IRAs: A Quick Guide to RMDs
Inheriting an Individual Retirement Account (IRA) presents both financial opportunities and responsibilities. Knowing the rules for...
420 views0 comments
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James Tharin, CFA
Jul 8, 20242 min read
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...
531 views
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