Understanding Your Financial Terms

Understanding Your Financial Terms You are likely to encounter terms that you do not understand. These terms will be helpful to understand, so you don’t end up missing something you should know, or veering away from your financial goals. And it never hurts to know the basics. Jeff Powell, CIO,

What are Derivatives Really?

What are Derivatives Really? Billion derivative contracts are being traded yearly and most companies and investors use derivatives to lower risk. – So, what are Derivatives and should you invest in them? Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris discuss how financial

Interest Rate Environment

The Interest Rate Environment Bond yields have jumped over the past couple weeks, jolting investors. The rise has triggered worries that faster economic growth could generate inflation and pose a threat at a time when the S&P 500 is at valuation levels not seen since the dotcom bubble. Jeff Powell,

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Stock Market Frenzy

Stock Market Frenzy There has been a lot of interest in the stock market over the past week after investors from the Reddit message board managed to give shares in GameStop a huge boost and send prices of a few struggling companies (GameStop, AMC, BlackBerry…) soaring. Jeff Powell, CIO, Managing Partner

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Investment Buzzwords Part 2

Investment Buzzwords You Should Know – Part 2 You don’t have to know everything to start investing. In fact, if you wait until you know everything before you get started, you’ll probably never start investing at all! But there are some basic terms you might want to have in your

Concept of building an investment strategy. Ways to increase assets on stock market. Financial outline isometric illustration

Investment Buzzwords Part 1

Investment Buzzwords You Should Know Part 1 You don’t have to know everything to start investing. In fact, if you wait until you know everything before you get started, you’ll probably never start investing at all! But there are some basic terms you might want to have in your investing

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Understanding Fixed Income Marketplace

Understanding the Bond Market Fixed income investing can offer a number of benefits, such as providing a predictable source of income, helping to preserve capital and offering attractive diversification benefits to your portfolio. However, fixed income investments are not all created equal  and the bond market it is a tough nut

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2020 Market Recap / 2021 Market Outlook

2020 Market Recap / 2021 Market Outlook Key Takeaways:​ We expect to see a major shift in market leadership, from growth companies to value companies. 2021 is going to be a “stock pickers” market. Many of the “winners” from 2020 will not perform in 2021. The U.S. bond market will

Georgia Run OFf Election

Georgia Runoff Elections

Georgia Runoff Elections Control of the Senate is at stake. The candidates have shattered spending records.The Georgia Senate race holds far-reaching implications.  Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, discuss market and policy impact of Georgia Election results. Share on

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Financial Resolutions 2021

Financial Resolutions December is winding down, and that means it’s time to think about resolutions for the upcoming year. After a year like 2020, financial resolutions are probably top of mind. The beginning of the year is the prime time to focus on what’s going on with your money. With