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Financial Planning Updates for 2016

February 19, 2016

We are always striving to help improve our clients’ financial lives. Our Managing Partner, Jeff Powell, has done a great job writing about the markets and what Polaris Greystone Financial Group (PGFG) is doing from a portfolio management perspective.

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There is No Reason to Panic

January 14, 2016

Understandably we have been receiving several e-mails and calls expressing concern about “the markets.” As I write this note on the evening of January 13th, the S&P 500 has dropped 7.45% for the year and is down 10.40% from the highs experienced back on November 3rd.

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2015 Market Review & 2016 Outlook

January 4, 2016

2015 proved to be a very challenging year in the market. The S&P 500 dropped 0.7% in 2015. This broke some major historic trends.This was the first time that a year ending in “5” declined since 1885 (this is not a typo). It is also only the second time since 1939 that the S&P 500 experienced a loss during a pre-election year.

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Fed Funds Rate Expected to Rise

November 30, 2015

With the December 16th Federal Open Market Committee (the FOMC) meeting rapidly approaching I felt it important to revisit the discussion of what happens to different types of investments when rates start to rise.

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Third Quarter 2015 Review

October 1, 2015

After almost four years, the S&P 500 finally experienced a drop of over 10%, falling 12.4% from the high (5/21) to the low (8/25). For the quarter, the S&P 500 lost 6.94% of its value. As bad as this sounds, U.S. large-cap companies were some of the best performing areas to invest in during the third quarter carnage.

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Why Polaris Is Not Investing in Gold

September 15, 2015

2015 has been another difficult year for gold investors. The most common way for investors to buy gold is through the largest ETF, GLD. GLD is down 7.74% for the year (through 9/10) and down more than 43% from its August 2011 highs...

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