Polaris Outlook January 2023

Polaris Outlook January 2023 For investors, 2022 was memorable for all the wrong reasons. Will 2023 bring a repeat? We don’t think so. Our measured optimism is supported by both historical perspective and facts on the ground. The Polaris Wealth Investment Team | www.polariswealth.com Tweet Losing stock market years are

Q4 Institutional Strategy Update

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. We expect the Fed to continue raising rates, but we believe

Week in Review – The Economy Is Growing…and Slowing

This Week in Review: How Will Inflation Impact Earnings? Yesterday’s initial read on fourth-quarter GDP had something for everyone. Polaris Investment Team | www.polariswealth.com THIS WEEK: Chart of the Week: When Losers Become Winners Divorce Planning: Financial First Steps Looking Ahead The U.S. economy is growing, and it’s slowing. Yesterday’s

Q4 2022 Recap / 2023 Outlook

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

Week in Review – Focus on Data, Not D.C. Drama

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

Week in Review – Inflation Fever Is Breaking

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

Polaris Updates January 2023 | Powered by Adviser

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

Week in Review – Limping to 2022’s Close

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

Week in Review – Does Wall Street Believe in a ‘Santa Claus Rally’?

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:

Week in Review – Has the Inflation Tide Turned?

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