Market Seasonality – Truth or Myth???

Market Seasonality Truth or Myth??? Investors often look for an easy way to explain a situation, or they are looking for an easier way to invest their portfolio… Jeff Powell | CIO, Managing Partner Tweet Download Share on facebook Share on twitter Share on linkedin Share on email There are

S&P 500 Stalls in May

The S&P Stalls in May Typically, a flat market would not be something I’d write about, but given the amount of stimulus infused into our economy, the record earnings just reported, and the number of Americans who have received their vaccines, I would think investors would be buying into this

What Has Your Advisor Done For You?

What has Your Advisor Done FOR YOU? Anyone can manage money when the markets are going straight up. Tactical investment management really stands out when markets are challenging. Jeff Powell | Managing Partner, CIO Tweet The last twelve months have forever changed how all of us will live our lives.

The Value Tide is Rising

The Value Tide is RISING We have emphatically stated that the companies that lead the market out of the COVID recession will not be the companies to take the markets to new highs. And thus far, we’ve been spot-on. Jeff Powell | Managing Partner, CIO Tweet 2020’s stock market performance

Booming Markets?

Booming Markets In financial markets, as with everything else, no one can predict the future. Nevertheless, the beginning of the year marks the time when investing analysts and researchers make their predictions for the year ahead in the stock market. The continuing strength of the stock market even as the

Investing in the Wild, Wild West

Investing in the Wild, Wild West If there are no consequences to social media making up their own rules, colluding, and manipulating stock prices for smaller companies, then the integrity of the market could come into question. Jeff Powell | Managing Partner, CIO Tweet Most investors had never heard of

How we survive in 2021 after COVID-19 pandemic - isometric timeline with abyss under 2020 year -

Once in a Lifetime

Once in a Lifetime The Polaris Wealth investment team is excited for 2021. We think that it is going to be a “stock picker’s” market. There are a lot of landmines out there that will hurt the inexperienced investor or the professional that is unwilling to decouple from their technology

A Year to Remember

A Year to Remember (or Perhaps Forget) January started off strong, carrying with it the momentum that 2019 had finished. And then news started coming out of China of a virus that was closing down a major industrial city called Wuhan. Jeff Powell | Managing Partner, CIO Tweet There are

2020 Election - Red & Blue Graphic

Election 2020

Every four years voters take to the polls and vote for who they want to be the next President of the United States. Inevitably, almost half of those who vote will be disappointed by the results of the election because the candidate that they had voted for did not win.

Portfolio Market Evaluation

Q3 2020 Market Update

Third quarter of 2020 ended in a fizzle. September was the S&P 500’s first monthly loss since March, ending a five-month winning streak. Jeff Powell CIO | Managing Partner Download Share on facebook Share on twitter Share on linkedin Share on email Q3 2020 Update: Even with September’s 3.80% decline,