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, CFAMay 16, 20162 min readDeciding when to take your Social SecurityOne of the most common questions I get from people entering the retirement phase of life is, ‘when should I take my social security...