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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
585 views

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...
James Tharin, CFA
May 25, 20224 min read
1,508 views
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Well, It's a Bull Market
I’ve been at the business of investing money for clients and myself for 27 years - almost to the day. I didn’t know it then but after my...
James Tharin, CFA
Oct 2, 20182 min read
1,375 views
0 comments


We Call it the Golden Rule but Others Call it the Fiduciary Rule
There is a new law affecting the delivery of investment advice that is currently being phased into the regulatory mosaic of the financial...
James Tharin, CFA
Sep 29, 20172 min read
1,571 views
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