Every four years voters take to the polls and vote for who they want to be the next President of the United States. Inevitably, almost half of those who vote…
Third quarter of 2020 ended in a fizzle. September was the S&P 500’s first monthly loss since March, ending a five-month winning streak. Jeff Powell CIO | Managing Partner Download…
A day doesn’t go by without a client of Polaris Wealth Advisory Group trying to make a comparison of what we do managing their portfolio to an index like the…
This has been a year full of firsts for all of us. It was the first time that all 50 states in the United States declared a state of emergency. …
After two months of shelter-in-place orders, all but two states are beginning to loosen restrictions on how we can begin interacting. While this is exciting, our ability to return to…
I have never been one to be short on words (as most of you know). But I have found starting this quarterly update incredibly hard. What we are all going…
The U.S. Government signed the largest stimulus package ever on Friday – a $2 trillion relief package to help citizens and companies through the COVID-19 pandemic.
One of the luxuries of working with a firm in the San Francisco Bay Area is we are very well prepared for disasters. We have earthquakes, forest fires, floods, mud slides, and when all else fails, our utility company shuts off our power.
I have received several emails from clients asking the same question, “Should we go to cash?” Meaning, should they sell out of their entire portfolio and sit out what’s happening…
Yesterday the stock market opened down 5% and quickly triggered a level one “circuit breaker” at 7%, causing a halt of trading for 15 minutes for the first time in a decade. This precipitous drop was caused by continued worries about the spread of COVID-19 and an oil price war between the Saudis and Russia.
