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Tag: Taxes


What is the gift tax?

June 1, 2017

It’s June, spring is in the air. The frost is thawing, and the flowers are blooming. Love is all around us with the wedding season blossoming. Seniors in High School and College are so close to graduation they can almost taste it! But, what does all of this mean for you?

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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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New Legislation for 2013: How it Affects You

January 1, 2013

As we have discussed in prior e-mails, the United States was set to plunge over the "fiscal cliff" on New Year's Day if Congress failed to act. Bi-partisan business as usual in Washington D.C. brought us to the brink of a major financial crisis. Thankfully, a deal was made that averted the crisis and made the majority of the Bush-era tax cuts permanent.

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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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Unemployment - Why It Matters

August 31, 2012

July saw a slight uptick in unemployment to 8.25%. Unemployment has stayed stubbornly high since the great recession. It surprises me, however, that many investors don’t understand the importance of unemployment and its ties to government debt, economic..

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Politics, Taxes, and the Markets

August 15, 2012

We got a lot of feedback from last week’s e-mail asking about the Bush Tax Cuts and what would happen to the markets if nothing is done to extend them. This led me to the logical tie into politics, given that this is an election year and the bipartisan..

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