When Will the Feds Raise Rates

May 1, 2015

The Federal Open Market Committee (the FOMC) announced on April 29th that it would keep target interest rates at “near zero” levels...

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First Quarter 2015 Review

April 1, 2015

The first three months of our new year were fairly benign. The S&P 500 began the year without much direction, finishing the quarter up a mere 0.44%...

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Think You're a Great Investor?

March 1, 2015

Most of us have a bias known as illusory superiority. It is the cognitive preconception at work when individuals overestimate their own qualities and abilities as compared to others. There have been numerous studies on the subject...

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What Is Risk?

February 1, 2015

In this write-up, we discussed how a 50/50 stock to bond ratio during the rising interest rate environment netted an investor a meager 2.01% net of inflation return

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2014 Markets in Review & 2015 Outlook

January 1, 2015

Another year is behind us. It was another record year at Polaris Wealth.

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Looking at the Full Picture: A Look at the First Half of the 2013 Investment Year

July 9, 2013

It is very common for an investor to fixate on an index as a performance comparison to their portfolio. This familiar mistake often leads investors to chase returns or change their risk parameters if their portfolio is not performing as well as the compared index. This can lead to disastrous results!!!

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