How To Measure Success This Week: Trailing vs. Rolling Returns: Which Are Best? Planning for the Best and Worst Market and Economy Snapshot Trailing vs. Rolling Returns: Which Are Best? Whether you’re investing in stocks, bonds, real estate, private equity or another asset, you’re in it to grow your wealth.

Are Stocks Really Overvalued? This Week: AI Dominates the Investment Scene When To Buy a Second Home Market and Economy Snapshot Third-Quarter Webinar Replay Our Latest Market Outlook Video Are Stocks Really Overvalued? We’ve written about the Magnificent Seven stocks being the force behind the market’s gains this year. And

This Week in Review: AI Dominates the Investment Scene This Week: AI Dominates the Investment Scene Secure Act 2.0 Spotlight Market & Economy Snapshot As Hollywood writers and actors take to the picket lines, artificial intelligence (AI) is having its 15 minutes of fame. To be fair, AI has been

This Week in Review: Hike, Pause or Cut? Preparing for the Fed’s Next Move ? This Week: Preparing for the Fed’s Next Move Midyear Money Moves Market & Economy Snapshot The Federal Reserve held steady on interest rates at its June policy meeting, but Chair Jerome Powell sent a clear

This Week in Review: What Makes This Bull Market Different? This Week: The Magnificent Seven How Does the Story End? Estate Planning Fundamentals Market & Economy Snapshot We’re running with the bulls again. It may be hard to believe given recent worries about the debt ceiling, Federal Reserve policy, lingering

This Week in Review: The Debt-Ceiling Drama This Week: Weekly Spotlight: The Debt-Ceiling Drama—Existential or Overblown? Roth IRA FAQ Market & Economy Snapshot More Insights We Think You’ll Like The Debt-Ceiling Drama—Existential or Overblown? The din from the debt-ceiling debate is almost deafening, and the two sides in Congress have

This Week in Review: Rethink Your Legacy This Week: Weekly Spotlight – Rethink Your Legacy Market Snapshot In Case You Missed It! —Our Quarterly Webinar and Outlook Many people begin thinking about their legacy and estate plan around the same time they start seriously considering retirement—perhaps even later. Why wait?

Polaris Outlook April 2023 Stocks gained in the first quarter even as the Federal Reserve continued to raise interest rates in its ongoing fight against inflation. When the Fed eventually pauses its campaign, it is likely to create a tailwind for stocks and bonds. Our approach to narrow market conditions

This Week in Review: Tax Season Is Over— Tax Planning Begins This Week: Weekly Spotlight – Tax Season Is Over Featured Polaris Insights – Is Social Security Secure? Market Snapshot Tuesday marked the deadline to file your tax returns for 2022, unless your state granted an extension. But that doesn’t

This Week in Review: Spring Cleaning for Your Finances This Week: Weekly Spotlight Featured Polaris Insights Market Snapshot Spring cleaning makes your home feel lighter and brighter heading into the summer. But why stop there? We can lighten your emotional load by putting your finances in order, freeing you up