Where to Invest When Yields Are Low

Where to Invest When Yields Are Low How does an investor extract a livable income stream from a retirement portfolio in such a low-yield environment? In this session of the Polaris Wealth Podcast, Jeff Powell and Jeremy Witbeck discuss why it might be a good time to consider adding alternative

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Insurance as a Financial Planning Tool

Insurance as a Financial Planning Tool Life insurance is a key financial planning tool that can often be overlooked. As you build your wealth, it’s important to protect your assets against any unforeseen events. While not as direct a way of saving as investing, insurance planning can save you significant amounts

Q2 2021 Institutional Strategy Review

Q2 2021 Institutional Strategy Review: We expect to see a continued “tug-of-war” for leadership between growth companies to value companies. We still favor Value over Growth and believe it will outperform over the long-term. We expect inflation to be transitory, as the world economy gets back on track and the

Q2 2021 Recap / Remaining 2021 Outlook

Q2 2021 Market Recap/ Remaining 2021 Market Outlook: We expect to see a continued “tug-of-war” for leadership between growth companies and value companies. We still favor value over growth and believe it will outperform over the long-term. We expect inflation to be transitory, as the world economy gets back on

Inflation Nation

Inflation Nation: Transitory vs. Permanent With the U.S. economic recovery now well under way, one of the more heated debates between economists and policymakers and a discussion that may seem irrelevant and confusing to the general public is whether the price surges that have coincided with accelerating activity will be

The Song Remains the Same

The Song Remains the Same We’re halfway through 2021. Where do the financial markets stand? Well, the short answer is that the “Song Remains the Same”.  The global reopening remains on track as COVID-19 vaccination rates climb. Inflation is the new concern, but the spike so far looks transitory. Fiscal

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Inflation Scare Doesn’t Match Reality

Inflation Scare Doesn’t Match Reality In the last few months, inflation has been a hot topic, especially as Americans can’t escape rising prices. Go to the grocery store for some pork, and you’ll pay nearly 5 percent more than you did last spring. Go to the gas pump, and filling

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Jeff Powell on Yahoo Finance Live

“…You still have global issues with supply chain and a number of other issues that are outstanding, so as much as it would be nice to sit there and try to stay in front of what is perceived to be a huge inflation push, the inflation push may not be

Jeff Powell on the Markets

“…I have been a downplayer of the Fab 5 for quite some time because of their rich valuations…”I Jeff Powell CIO, Managing Partner Share on facebook Share on twitter Share on linkedin Share on email Jeff Powell, Managing Partner and Chief Investment Officer at Polaris Wealth Advisory Group, discusses the

Seasonality

Seasonality The business and financial world have pithy little sayings – “The January Effect”, “June Gloom” and among the oldest and most oft-repeated: “Sell in May and go away” –  all of which are worth investigating as an investor. These adages revolve around the concept of market seasonality – where