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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
Sep 29, 20172 min read
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...
1,541 views0 comments
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James Tharin, CFA
Sep 22, 20172 min read
The First Question You Should Always Ask when Seeking Financial Advice
There has been a battle going on in Washington about how investment advice pertaining to your retirement savings will be delivered going...
1,519 views0 comments
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James Tharin, CFA
May 16, 20162 min read
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...
1,224 views0 comments
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