Summary of Key Points: Down markets provide investors with a tremendous opportunity to invest at lower prices. Consider putting additional monies not needed in the next 12-24 months to work. If possible, consider increasing contributions to qualified retirement accounts. Take advantage of the increased catch-up provisions outlined in the Secure
This Week in Review: Focus on Data, Not D.C. Drama Continued recession concerns and Washington rancor drive mood swings on Wall Street. Polaris Investment Team | www.polariswealth.com THIS WEEK: Chart of the Week: Can Foreign Currency Changes Boost Investment Returns? The Debt-Ceiling Dilemma… …and a Potential Government Shutdown What Secure
This Week in Review: Inflation Fever Is Breaking The patient hasn’t fully recovered, but it does appear that the fever has broken. Polaris Investment Team | www.polariswealth.com THIS WEEK: Chart of the Week: Looking for Signs of the Bull A New Year for Bonds? Keys to Long-Term Care Coverage Looking
Welcome to the inaugural Polaris Updates, Powered by Adviser. We’ve launched this monthly newsletter to keep you informed about all the pertinent developments at our organization. From enhanced services and company awards to the latest updates, there’s a lot of exciting news to communicate. Mario Ramos, CEO at Adviser This
This Week in Review: Limping to 2022’s Close The latest pandemic scare is another reminder that we won’t be especially sad to see 2022 finally sunset… As we enter 2023, we are optimistic that the worst could be behind us and opportunities and better values will prevail in the year
This Week in Review: Does Wall Street Believe in a ‘Santa Claus Rally’? Consumer confidence jumped to an eight-month high this week, but the rally that good news sparked couldn’t erase the effects of another tough stretch for investors. Polaris Investment Team | www.polariswealth.com THIS WEEK: Chart of the Week:
This Week in Review: Has the Inflation Tide Turned? Inflation concern went wild on Wall Street again this week as traders grappled with widespread protests in China over draconian COVID-19 lockdowns and the potential disruption to China’s exports of, well, everything. Polaris Investment Team | www.polariswealth.com THIS WEEK: Chart of
This Week in Review: Strong Economy, Weak Stock Market? Inflation news continues to move markets, and next week could be a doozy. On Tuesday, we’ll get the latest consumer price index reading—just in time for the Fed’s two-day meeting, which concludes with a policy statement on Wednesday. Polaris Investment Team
This Week in Review: Will China Break the Supply Chain? Inflation concern went wild on Wall Street again this week as traders grappled with widespread protests in China over draconian COVID-19 lockdowns and the potential disruption to China’s exports of, well, everything. Polaris Investment Team | www.polariswealth.com THIS WEEK: Chart
This Week in Review: A Rocky Road for Retail? Even though much of Wall Street started its holiday early—by Wednesday, one measure of trading activity was the slowest since Jan. 3—remaining traders have been gobbling up bargains as stronger-than-expected earnings in the retail sector may signal that the holiday shopping
Welcome.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC