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Asset Management & Financial Advice
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Understanding Dividends: How They Can Fit into Your Investment Strategy
Discover how dividend stocks work, potential benefits, and how they fit into your investment strategy for income, stability, and growth.
James Tharin, CFA
6 hours ago8 min read
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Deciding when to take your Social Security
One of the most common questions I get from people entering the retirement phase of life is, ‘when should I take my social security...
James Tharin, CFA
May 16, 20162 min read
1,254 views
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Five Reasons You Need a Financial Plan
According to Wikipedia, the definition of a financial plan is “a comprehensive evaluation of an individual’s current and future state...
James Tharin, CFA
Oct 20, 20153 min read
1,176 views
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What's Your Risk Budget
Most of my clients have heard me elaborate upon the importance of risk management. The reason that I dwell so much on this particular...
James Tharin, CFA
Oct 7, 20152 min read
1,194 views
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