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Asset Management & Financial Advice
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James Tharin, CFA
Aug 22, 20171 min read
Watching the FANGs for an Entry Point
According to Bespoke Institutional, stocks broke a 58 day streak of trading without a market move of over plus or minus 1% on August 10th....
399 views0 comments
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James Tharin, CFA
Aug 18, 20172 min read
Stocks and Bombs
For the last week or so the conflict of words between North Korea and the United States seems to have changed from a rapid boil to a slow...
720 views0 comments
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James Tharin, CFA
May 19, 20172 min read
Do You Really Want to Sell This Market?
Even after the recent political news, stocks appear to be very close to all-time highs and trading in an established long term channel....
1,374 views0 comments
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James Tharin, CFA
Apr 3, 20173 min read
Investment Highlights - April 2017
Was it Really a 'Trump' Rally?' The 1st quarter of 2017 started out optimistically on the part of investors as the surprise “Trump ...
500 views0 comments
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James Tharin, CFA
Feb 24, 20174 min read
Is the Stock Market Really Overvalued?
With the strong bull run in stock prices since November, we have been reading more from the perma-bear community about how overvalued the...
736 views0 comments
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James Tharin, CFA
Dec 28, 20166 min read
2017 Outlook - Predictably Unpredictable
Chart 1 Anybody who has been in the investment business long enough knows the futility of forecasting financial events – especially when...
1,443 views0 comments
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James Tharin, CFA
Oct 18, 20163 min read
Building a Better Bond Portfolio
A well constructed bond portfolio can stand-alone as a total portfolio or as part of a broader asset allocation strategy. There are many...
1,219 views0 comments
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James Tharin, CFA
Sep 19, 20162 min read
The Valuation Bears Have it Wrong
In today’s low return environment, investors are scrambling to find higher yielding investments in order to fund future or a current...
1,307 views0 comments
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James Tharin, CFA
Aug 15, 20163 min read
How the Election Could Affect Your Investment Portfolio
It seems that every election year the pundits bloviate on why this cycle is different than any other election year in history. It...
1,172 views0 comments
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James Tharin, CFA
Jun 22, 20162 min read
What You Don't Know about Investing
It 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...
607 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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James Tharin, CFA
May 4, 20163 min read
What's in Style on Wall Street
Whether your game is growth or value, momentum, low volatility or indexing, strategies with strong academic underpinnings generally work...
199 views0 comments
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James Tharin, CFA
Mar 21, 20162 min read
Better than Bonds
Some years back I used to enjoy reading a research report that was published periodically by Credit Suisse called “Better than Bonds”. ...
1,144 views0 comments
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James Tharin, CFA
Feb 4, 20162 min read
First Under Statement of 2016 - January was Rough!
Current Outlook If 2015 was flat and boring for investors, then 2016 has ushered in an unwelcome change to volatility and losses. We...
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James Tharin, CFA
Feb 4, 20163 min read
What to do if you see a Bear
It’s been well publicized that the month of January 2016 was not the worst January in history for US equities - it was the second worst. ...
1,168 views0 comments
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James Tharin, CFA
Jan 4, 20161 min read
Buy Low Sell High
At Emerald Asset Management we believe that most investors would avoid many investing pitfalls if they would follow three primary rules. ...
1,202 views0 comments
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James Tharin, CFA
Dec 1, 20155 min read
Why Value Investing is Under Performing Growth Investing
Nobody can predict the future with absolute certainty – nobody. However, in this business, we deal in probabilities, then we monitor and...
1,271 views0 comments
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James Tharin, CFA
Nov 18, 20153 min read
It Wasn't Raining When Noah Built His Ark
I can’t remember when I first heard the phrase that is the title of this article. But I’m fairly certain it’s been around for a while...
254 views0 comments
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James Tharin, CFA
Oct 28, 20152 min read
Lessons from the 10th Hole
I started my career on The Street of Dreams in October of 1991 as a stock broker with one of those many great regional brokerage firms...
1,076 views0 comments
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James Tharin, CFA
Oct 20, 20153 min read
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...
1,146 views0 comments
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