2017
- 2016 Market Review & 2017 Outlook – January 2017
- What Happens From Here? – February 2017
- We Are a Fiduciary – March 2017
- First Quarter 2017 Update – April 2017
- Are You A Better Investor than Warren Buffett? – May 2017
- What is the gift tax? – June 2017
- Second Quarter 2017 Update – July 2017
- The Fear and Reality of Geopolitical Risk – August 2017
- Debt Ceiling Crisis Averted (for now) – September 2017
- Third Quarter Market Review – October 2017
- Why Are You Sitting In Cash? – December 2017
2016
- 2015 Market Review & 2016 Outlook – January 2016
- There is No Reason to Panic – January 2016
- Financial Planning Updates for 2016 – February 2016
- First Quarter 2016 Review – April 2016
- Politics and the Markets – May 2016
- What is Brexit? (and why should I care) – June 2016
- Britain to Leave the European Union – June 2016
- The Retiree Predicament – August 2016
- 2016 – A Year of Firsts – September 2016
- Third Quarter 2016 Review – October 2016
- It’s the Most Wonderful Time of the Year – November 2016
- Republicans Have Historic Night – November 2016
2015
- 2014 Markets in Review & 2015 Outlook – January 2015
- What is Risk? – February 2015
- Think You’re a Great Investor? – March 2015
- First Quarter 2015 Review – April 2015
- When Will The Feds Raise Rates? – May 2015
- June Gloom – June 2015
- Second Quarter 2015 Review – July 2015
- Market Correction! – August 2015
- Why Polaris Wealth Is Not Investing in Gold – September 2015
- Third Quarter 2015 Review – October 2015
- Fed Funds Rates Expected to Rise – November 2015
2014
- 2013 Year in Review & What to Look for in 2014 – January 2014
- The January Effect – February 2014
- Real Returns in a Rising Interest Rate Environment – March 2014
- Expect Higher Volatility – April 2014
- Changing Investment Trends – May 2014
- Do You Still “Go Away”Even After a Strong May? – June 2014
- Equal Opportunity Worrying – July 2014
- Gaza & Ukraine – July 2014
- No Cause for Alarm – October 2014
- Ebola Will Not Infect the Markets – October 2014
- Politics and the Markets – November 2014
- Why We Should Care About Oil Prices – December 2014
2013
- 2013 Market Outlook – January 2013
- New Legislation – January 2013
- Sequestration – February 2013
- The Debt Ceiling – February 2013
- Risk of Investing in Bonds – March 2013
- Federal Reserve Purchasing Treasuries – April 2013
- “Sell In May, and Go Away” – May 2013
- The Disciplined Investor – June 2013
- Looking at the Full Picture – July 2013
- Deja Vu – September 2013
- The Rest of the Year – November 2013
- Year End Tax Planning – November 2013