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

A June Gloom?

A June Gloom? In Southern California, the weather is beautiful most of the year. However, there is the annual June Gloom weather pattern that results in cloudy, overcast skies with cool temperatures during the late spring and early summer, most commonly occurring during the month of June. Similarly, that saying

Understanding Cryptocurrencies

Cryptocurrency: A Financial Fad or the Future of Money? So, what is cryptocurrency? Well-known cryptocurrencies include Bitcoin, Dogecoin and Ethereum. And, they have become nearly impossible for even the biggest skeptics to ignore and that’s especially the case for investors. Even for individuals who today swear up and down that

Trading Sideways

Trading Sideways In recent weeks, investors have received positive economic news that usually would push markets higher – however, as the U.S. edges toward a full economic reopening, investors continue to struggle with one of the most pressing questions of today’s market… Is there more pain ahead for growth stocks, meaning

Should You Be Worried… About Inflation?

Should You Be Worried… About Inflation? Inflation may be an unavoidable economic fact of life, but it’s starting to make a lot of people very nervous.   Economists, investors and everyday folks believe inflation is primed for rapid growth as trillions in federal stimulus spending is layered on top of

Because the Fear Is Real

Because the Fear Is Real In the US, the Dow fell 474 points – its largest one-day drop since late February.  Investors are getting nervous about several risks, and inflation data for April spooked markets and raised concerns that the Fed is wrong about rising prices being just temporary. If

Market Outlook

Market Outlook The economy is rebounding. The earnings reports show S&P 500 companies are on track for their highest rate of profit growth in more than a decade.  As the world’s largest economy recovers,  Jeff Powell and Jeremy Witbeck discuss potential factors that could move the market.  More Episodes of Polaris

Cheddar Tb - Polaris Wealth Appearance

Jeff Powell on Cheddar TV – S&P Record Close

“…The Fab 5 – the 5 largest companies in the S&P 500… they’ve gotten a little ahead of themselves from a historical figure of earnings and their valuations… ” Jeff Powell CIO, Managing Partner Share on facebook Share on twitter Share on linkedin Share on email The S&P rode the

Biden’s Big Speech

Biden’s Big Speech Yesterday, President Joe Biden addressed a joint session of Congress, on the eve of his first 100 days in office. He pressed his so-far popular agenda, which includes a $2 trillion infrastructure plan and a newly unveiled, $1.8 trillion plan for families, children and students. With these