top of page
P.O. Box 7756 Rocky Mount, NC 27804
|
(252) 443-7616
Asset Management & Financial Advice
Search
James Tharin, CFA
Jul 8, 20242 min read
What About the Election – A Few Simple Charts
As we enter the election season leading up to November 5th, I expect increased market volatility and an increase in client inquiries...
427 views
James Tharin, CFA
Oct 3, 20232 min read
Headwinds Should Become Tailwinds Soon
The total return for the S&P 500 for the 3rd quarter was a minus 3.27% although the major index has returned a positive 13.07% year to...
596 views0 comments
James Tharin, CFA
Jul 17, 20232 min read
A Tale of Two Markets
The first half of 2023 is done and over and to the novice investor, the stock market looked incredibly strong. The S&P 500 booked a...
617 views0 comments
James Tharin, CFA
Apr 6, 20231 min read
The Best Opportunities Usually Appear During Recessions, Not After
We believe that the economy is currently in or about to be in a mild recession. Most of the indicators that we monitor indicate that the...
808 views
bottom of page