Why We Should Care About Oil Prices
Over the past few weeks there has been a lot of news about oil prices dropping. West Texas Intermediate (WTI), one of the major oils tracked worldwide, has dropped from almost $110 per barrel in June...
View Article2014 Markets in Review & 2015 Outlook
Another year is behind us. It was another record year at Polaris Wealth. We passed the half billion assets under management mark thanks to your trust and the hard work performed by the dedicated team...
View ArticleWhat is Risk? Real Returns in a Rising Interest Rate Environment Part II
Last year I wrote about the effects of rising interest rates on traditional asset allocation models. In our March educational e-mail, we discussed how an equally weighted portfolio in stocks and the...
View ArticleThink You’re a Great Investor? Chances are, you probably think you’re at...
Most of us have a bias known as illusory superiority. It is the cognitive preconception at work when individuals overestimate their own qualities and abilities as compared to others. There have been...
View ArticleFirst Quarter 2015 Review
The first three months of our new year were fairly benign. The S&P 500 began the year without much direction, finishing the quarter up a mere 0.44%. What little volatility we experienced seemed to...
View ArticleWhen Will The Feds Raise Rates? (and what is the impact on my portfolio?)
The Federal Open Market Committee (the FOMC) announced on April 29th that it would keep target interest rates at “near zero” levels. The FOMC also removed all hints at a timeline in which it may start...
View ArticleJune Gloom
This time of year often invokes investors to question their allocation to stocks. One of the most common sayings in the financial industry is “Sell in May and Go Away.” It often gives them reason to...
View ArticleSecond Quarter 2015 Review
The S&P 500 remained trade ranged in the second quarter of 2015. The S&P 500 fought to make new highs only to see that gain reversed by geopolitical concerns domestically and abroad. As you can...
View ArticleMarket Correction!
It’s official. The S&P 500 has finally dropped more than 10%, or what is officially deemed to be a market correction. According to JP Morgan, the markets had gone 1,418 trading days without having...
View ArticleWhy Polaris Is Not Investing in Gold
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...
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