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Year-End Planning Part 3: Retirement Contributions

December 1, 2012

Remarkably, 2012 is quickly coming to an end. This is a good time for you to evaluate your retirement plan to make sure that you are contributing as much as the law allows. Some contributions must be made by year end; others can be deferred until you file your tax return next year.

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Year-End Planning - Part 2: Roth Conversion

November 1, 2012

The looming potential of the 2013 "Fiscal Cliff" has raised many questions from our clients. Regardless of who wins next week's election, potential tax law changes have many of our clients questioning what they can do today to protect their assets from the potential impact from higher taxes in their portfolio in the future.

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Year End Planning - Part 1: Gifting

October 3, 2012

As 2012 comes to a close, you should consider taking advantage of the current tax laws, with an understanding that 2013 may bring significant tax law changes (as we've discussed in prior e-mails). There are some things that you should consider doing before the end of the year.

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Introducing Matt Cameron and Economic Updates

October 1, 2012

Our educational series has been a great way of educating you about the markets and keeping you abreast of what is going on here at Polaris. It is my great pleasure to welcome Matt Cameron to the Polaris family. Matt will be joining Polaris Wealth Advisers as a partner.

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Why the Media Matters When Investing

September 3, 2012

Any of you who have heard me speak publicly (or just got me going on one of my tangents talking about the markets) know I'm not a big fan of the media when it comes to investing. The media is in the business of selling advertising space. I don't care if you are talking about television, newspapers, or magazines; they make their money by getting eyeballs to look at their product. And they do it without accountability to the end investor.

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It's All About the Economy

September 1, 2012

The most recent GDP figures came out on Friday. Given the timeliness of this data I thought it would be good to write about our economy.

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