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,

Portfolio Management Graphic

Don’t Judge a Book by its Cover

A day doesn’t go by without a client of Polaris Wealth Advisory Group trying to make a comparison of what we do managing their portfolio to an index like the S&P 500. What is an index? What are they used for? Is this an appropriate way for me to assess