Investor Psychology

Investor Psychology Many market commentators routinely throw around concepts such as ‘Fear and Greed’ and how instrumental they are in the behavior of individuals and markets as a whole. While both fear and greed play a role in individual and mass behaviors, they are part of a much larger set

Where Will the Real Estate Investment Opportunities Be?

Where Will the Real Estate Investment Opportunities Be? Not all investment real estate asset classes are created equal.  The COVID-19 pandemic has been kinder to some real estate asset classes than others and are emerging from the pandemic in much better shape and pose much lower inherent risk. Jeff Powell, CIO &

Business Succession Planning

Business Succession Planning For many business owners, maintaining positive cash flow and a stable balance sheet can be an ongoing battle that consumes virtually all of their time. Even retirement often seems like a distant speck on the horizon, let alone plans to hand over the business.  Establishing a sound

Seeking the Narrative – Part 2: Market Transitions

Seeking the Narrative – Part 2:Market Transitions When the stock market stumbled earlier this week, you may have been spooked, and understandably so. The market dip, which was partly attributed to investors’ concerns about the high debt levels of one of China’s largest real estate developers, was hard to stomach given

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Jeff Powell on Fed raising rates in mid-2022 – Yahoo Finance

“…the bigger impact (on future rate hikes) is the fixed income markeplace and the inverted relationship between yields and prices…” Jeff Powell CIO, Managing Partner Share on facebook Share on twitter Share on linkedin Jeff Powell, Managing Partner and Chief Investment Officer at Polaris Wealth Advisory Group, joins Yahoo Finance

Putting the Markets in Perspective

Putting the Markets in Perspective My biggest concern is that sentiment might turn from being bullish to bearish. As we saw in 2018, irrational behavior can still negatively impact the stock market, even if there is nothing fundamentally wrong with the economy or the markets. Jeff Powell | CIO, Managing

What You Should Know About Tapering

What you should know about Tapering The past eighteen months have been anything but normal. We do have a few historical mile markers to work from but for the most part we are in uncharted waters. This means we are reliant on good Old-Fashioned clinical portfolio management. Jeff Powell |

Jeff Powell on Reuters

“This jobs data is counter-intuitive to the way markets are moving because it provides a reason for the Federal Reserve to pull back its asset purchases sooner, a factor that has weighed on markets recently,” Jeff Powell CIO, Managing Partner Share on facebook Share on twitter Share on linkedin Jeff

The Ending of Pandemic Unemployment Benefits – Part 1

The Ending of Pandemic Unemployment Benefits – Part 1 Over the weekend, enhanced unemployment benefits expired, including $300 weekly bonus checks, as well as coverage for freelancers and the long-term unemployed. This means more than 11 million people will get a smaller check, with roughly 7.5 million people losing their

Jeff Powell on Wall Street Journal

Moderna Keeps Soaring, Zoom Fades, as Hot Covid-19 Stocks Diverge “Investing is kind of like gardening…You’ve got to plant your seeds, but you also need to know when to harvest.” Jeff Powell CIO, Managing Partner Share on facebook Share on twitter Share on linkedin Covid-19 hospitalizations surged this summer, but