Portfolio Market Evaluation

Q3 2020 Market Update

Third quarter of 2020 ended in a fizzle. September was the S&P 500’s first monthly loss since March, ending a ...
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Portfolio Management Graphic

Don’t Judge a Book by its Cover

A day doesn’t go by without a client of Polaris Wealth Advisory Group trying to make a comparison of what ...
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Chart of stock market investment trading

Once in a Lifetime

This has been a year full of firsts for all of us. It was the first time that all 50 ...
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Lost in the Woods

Markets Recover Half Their Losses But We Aren’t Out of the Woods, Yet!

After two months of shelter-in-place orders, all but two states are beginning to loosen restrictions on how we can begin ...
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Close up of piggy bank, wearing protective face mask, isolated on blue background. Money saving concept in time of coronavirus pandemic.

A Quarter Like No Other

I have never been one to be short on words (as most of you know). But I have found starting ...
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Government stimulus money floating into a community. Checks to citizens.

Trump Signs $2 Trillion Stimulus Bill

The U.S. Government signed the largest stimulus package ever on Friday – a $2 trillion relief package to help citizens ...
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COVID-2019 on a blue futuristic background. Deadly type of virus 2019-nCoV. 3D models of coronavirus bacteria.

COVID-19 Preparedness

One of the luxuries of working with a firm in the San Francisco Bay Area is we are very well ...
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Hand rejecting money.

This is Not the Time to Go to Cash

I have received several emails from clients asking the same question, “Should we go to cash?” Meaning, should they sell ...
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Searching for revenue in uncharted waters A businessman searching for new revenue in uncharted waters. The man, compass, and waves are on a separate labeled layer from the background

Uncharted Waters

Yesterday the stock market opened down 5% and quickly triggered a level one “circuit breaker” at 7%, causing a halt ...
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Novel coronavirus (2019-nCoV), people in white medical face mask. Concept of coronavirus quarantine vector illustration

The Coronavirus Spreads (Fear)

The stock market dropped dramatically yesterday, as news over the weekend about the coronavirus spreading to areas once thought unlikely ...
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Coronavirus COVID-19 under the microscope.


Every few years (or so it seems) there is a major outbreak of some sort, which sends the media into ...
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concept of the end of the decade and the beginning of the twenties

A Decade to Remember

The 2010 thru 2019 decade was the first decade in United States history not to have a recession. Let me ...
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