Q2 2021 Market Recap

Q2 2021 Market Recap Things are starting to look very promising for our economy to fully open and for companies and investors to take advantage of the stimulus programs set before them. We constantly tell you that, “Bull markets climb a wall of worry.” That is what is going on

Where to Invest When Yields Are Low

Where to Invest When Yields Are Low How does an investor extract a livable income stream from a retirement portfolio in such a low-yield environment? In this session of the Polaris Wealth Podcast, Jeff Powell and Jeremy Witbeck discuss why it might be a good time to consider adding alternative

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Insurance as a Financial Planning Tool

Insurance as a Financial Planning Tool Life insurance is a key financial planning tool that can often be overlooked. As you build your wealth, it’s important to protect your assets against any unforeseen events. While not as direct a way of saving as investing, insurance planning can save you significant amounts

Q2 2021 Institutional Strategy Review

Q2 2021 Institutional Strategy Review: We expect to see a continued “tug-of-war” for leadership between growth companies to value companies. We still favor Value over Growth and believe it will outperform over the long-term. We expect inflation to be transitory, as the world economy gets back on track and the

Q2 2021 Recap / Remaining 2021 Outlook

Q2 2021 Market Recap/ Remaining 2021 Market Outlook: We expect to see a continued “tug-of-war” for leadership between growth companies and value companies. We still favor value over growth and believe it will outperform over the long-term. We expect inflation to be transitory, as the world economy gets back on

Q2 2021 Recap / Remaining 2021 Outlook

Q1 2021 Market Recap & 2021 Market Outlook: We expect to see a major shift in market leadership, from growth companies to value companies. Get excess cash invested in the market. Cash will not earn more than inflation, which means that you will lose buying power. 2021 is going to

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“What’s Your 20?”

As we move forward into 2021, we believe we are on the precipice of monumental change. For years, the average stock in the S&P 500 has done little, while the largest stocks in the indices have driven returns. A significant rotation is taking place, as we’ve recently begun to see

Good Retirement Plan Hygiene

Tips for Good Retirement Plan Hygiene Offering a company retirement plan is not a “set it and forget it” benefit – it requires ongoing attention. Adrian Jones | Senior Director Tweet We are often asked what companies should do to make sure their retirement plan is in good shape. Too

401K SAVINGS GRAPHIC

Steps to Improve Employee Saving

One of our beliefs at Polaris Wealth Advisory Group is that corporations should strive to create safe and rewarding working environments that inspire employees to thrive, soar, and generally be happy in their jobs. In addition to creating happy employees, we also believe that employers should care about making happy

Winning the Game – Part 2

Last month we launched our inaugural Institutional Perspectives piece, entitled “Winning the Game”. Since publication, there have been some timely updates made to the research cited, impacting a number of the key points presented in the article, while also making us look rather prescient in our views and in our