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Tag: Investments


2016 – A Year of Firsts

September 29, 2016

As I’ve written many of this year’s educational emails, I have found myself constantly using the word “unprecedented.” My joke when talking with clients is that I’ve had to use the thesaurus with unusual frequency this year trying to find new words to describe the unprecedented markets that we have experienced thus far in 2016.

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The Retiree Predicament

August 23, 2016

According to U.S. government census data, there were 76 million people born in the United States between the years of 1946 and 1964. This generation is widely known as the baby boomers. Currently, approximately 10,000 baby boomers retire every day. This generation is entering retirement during one of the most challenging investment time periods in our country’s history.

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Second Quarter 2016 Review

July 21, 2016

Brexit was all the news in the second quarter of 2016. The British voted to leave the European Union, sending the world’s stock markets into a tailspin. The S&P 500 shook off the Brexit fears and quickly recovered most of the post-Brexit losses, finishing the quarter up 1.90%, as seen in the chart below.

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First Quarter 2016 Review

April 30, 2016

The S&P 500 squeaked out a scant 0.77% return for the first quarter of 2016. This performance data did not reflect the turmoil that most people endured over the first three months of the year, as the markets took investors on a complete roller coaster ride.

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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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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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