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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
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...
532 views
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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...
649 views0 comments
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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...
670 views0 comments
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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...
905 views
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