James Tharin, CFASep 29, 20172 min readWe Call it the Golden Rule but Others Call it the Fiduciary RuleThere is a new law affecting the delivery of investment advice that is currently being phased into the regulatory mosaic of the financial...
James Tharin, CFASep 22, 20172 min readThe First Question You Should Always Ask when Seeking Financial AdviceThere has been a battle going on in Washington about how investment advice pertaining to your retirement savings will be delivered going...
James Tharin, CFAAug 15, 20163 min readHow the Election Could Affect Your Investment PortfolioIt seems that every election year the pundits bloviate on why this cycle is different than any other election year in history. It...
James Tharin, CFAJun 22, 20162 min readWhat You Don't Know about InvestingIt ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so. -Mark Twain I recently got...