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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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The Disciplined Investor

June 25, 2013

As the markets have fallen from their highs from May 21st, we are beginning to receive phone calls and e-mails showing concern about the overall markets. I want to reiterate some of our investment strategies and the discipline that we are taking with your portfolios. I’m going to apologize in advance that this will be a long e-mail, as I try to explain the markets and our investment strategy.

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Jeff Powell on Fox Business News: Market Outlook 2013

June 7, 2013

Watch Jeff Powell, managing partner of Polaris Wealth Advisers, LLC, discuss his outlook on the market for 2013 on Fox Business News.

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Jeff Powell on Fox Business News: Protecting Your Wealth

June 7, 2013

Watch Jeff Powell, managing partner of Polaris Wealth Advisers, LLC, discuss strategies for protecting your wealth on Fox Business News.

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Sell in May, and Go Away

May 8, 2013

Many of you have probably already heard the financial phrase, “Sell in May, and go away.” It is based upon studies indicating that the majority of the performance of the S&P 500 is often found from November through April, not May through October.

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