Skip to content
Client Access
Contact Us
Investor EDU
Polaris Wealth Advisory Group
  • About Us
    • Our Team
  • Financial Planning
  • Investment Management
    • All Equity
    • Balanced Equity
    • Beta Rotation ETF
    • Tactical ETF
    • Customized Bond Portfolios
    • Alternative Investments
Menu Close
  • About Us
  • Our Team
  • Financial Planning
  • Investment Management
    • Active Investment Management
    • All Equity
    • Balanced Equity
    • Beta Rotation ETF
    • Tactical ETF
    • Alternative Investments
    • Customized Bond Portfolios
  • Institutional Solutions
  • Employer-Sponsored Retirement Plans
  • Careers
  • Client Access
  • Contact Us
  • Investor EDU

Investor
Education Center

Perspectives
Podcasts
Blog
In the News
2017
2016
2015
2014
2013
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
Polaris Wealth Advisory Group

800.268.9046
INFO@POLARISWEALTH.COM

Financial Planning
Investment Management
About Us
Institutional Solutions
Employer-Sponsored Plans
Careers
  • Opens in a new tab
  • Opens in a new tab
  • Opens in a new tab

THIS WEBSITE IS SOLELY FOR INFORMATIONAL PURPOSES. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS. INVESTING INVOLVES RISK AND POSSIBLE LOSS OF PRINCIPAL CAPITAL. NO ADVICE MAY BE RENDERED BY POLARIS WEALTH ADVISORY GROUP UNLESS AN INVESTMENT MANAGEMENT AGREEMENT IS IN PLACE.

© COPYRIGHT 2021 POLARIS WEALTH ADVISORY GROUP, LLC. | PRIVACY POLICY | DISCLAIMERS | FORM ADV PART 2A | FORM CRS |GIPS PRESENTATIONS | WEBSITE PRIVACY NOTICE | COOKIE POLICY