Polaris Perspective

Polaris Perspective

por Jeff Powell & Jeremy Witbeck

Inversiones Noticias de negocios Comentarios de noticias

Temporada 2

Where Will the Real Estate Investment Opportunities Be?

Not all investment real estate asset classes are created equal. The COVID-19 pandemic has been kinder to some real estate asset classes than others and are emerging from the pandemic in much better shape and pose much lower inherent risk. Jeff Powell, CIO & Managing Partner at Polaris Wealth, Jeremy Witbeck, Partner at Polaris Wealth and Chip Entwistle, Co-Founder at ACC Space discuss how investors can take advantage of opportunities with the potential to build wealth and generate income from investment real estate, particularly tax-advantaged investments.

Business Succession Planning

For many business owners, maintaining positive cash flow and a stable balance sheet can be an ongoing battle that consumes virtually all of their time. Even retirement often seems like a distant speck on the horizon, let alone plans to hand over the business. Establishing a sound business succession plan requires a series of logistical and financial decisions about who will take over your business upon retirement, death, or disability. Jeff Powell and Jeremy Witbeck of Polaris Wealth and Eric Johnson, C.E.O. of Dynamic Strategies Limited, discuss broad range of topics that business owners need to consider in order to facilitate an orderly transition of management and ownership.

Seeking the Narrative – Part 2: Market Transitions

When the stock market stumbled earlier this week, you may have been spooked, and understandably so. The market dip, which was partly attributed to investors’ concerns about the high debt levels of one of China’s largest real estate developers, was hard to stomach given the resilient bull market we’ve seen over the past year. Jeff Powell and Matthew Erickson, Polaris Wealth’s Senior Portfolio Manager, discuss the current state of the markets and some of their concerns for the remainder of the year.

Seeking the Narrative: Market Transitions

The stock market is in a weird place – it has fallen in most of the trading sessions this month. Equities have wavered and investors grapple with mixed economic data and the impact of the Delta variant’s spread front. Jeff Powell and Jeremy Witbeck discuss the wobbly week on Wall Street.

The Ending of Pandemic Unemployment Benefits - Part 1

Over the weekend, enhanced unemployment benefits expired, including $300 weekly bonus checks, as well as coverage for freelancers and the long-term unemployed. This means more than 11 million people will get a smaller check, with roughly 7.5 million people losing their jobless benefits entirely. Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, discuss what this all could mean, especially with the uptick in new delta-variant COVID-19 cases that could result in new quarantine restrictions and, consequently, more layoffs.

The Fed's Tapering and Its Impact on the Markets

The U.S. economy continues to rebound from the coronavirus pandemic, and when the financial system is ready, the Fed will eventually start to raise interest rates and, before the end of the year, will gradually withdraw and wind down some of its easy-money policies. This process, in the financial world, is known as “tapering”. Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, provide a deeper insight of “tapering” and the potential impact that’s bound to have on consumers’ wallets, busineeses, investors and markets for years to come.

COVID – 19

A little more than a year and a half ago, the world was blissfully, dangerously ignorant of the existence of a coronavirus that would soon turn life on earth on its head. In the 16+ months since the SARS-CoV-2 virus burst into the global consciousness, we’ve learned much about this new health threat. Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, provide their perspective on the virus and the impact it has had to date as well as discuss what the possible next steps are in terms of the U.S.’s evolving response.

Explaining the Inflation Puzzle

If it feels like your dollar doesn’t go quite as far as it used to, you aren’t imagining it. The reason is inflation, which describes the gradual rise in prices and slow decline in purchasing power of your dollars over time. It’s been decades since the U.S. faced double-digit inflation rates, and years of small, steady increases may have left consumers unprepared for the extended inflationary environment that continues to be ahead as inflation rates rise in the U.S. And we are left to question, if this a temporary phenomenon or a long-lasting one. Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, expand their discussion on inflation and the impact it has on the markets, large and small businesses, investors and consumers.

The $1T Infrastructure Bill

The Senate on Tuesday approved a roughly $1 trillion proposal to improve the nation’s roads, bridges, pipes, ports and Internet connections, advancing a historic burst in federal spending after years of failed attempts on Capitol Hill to invest anew in the country’s aging infrastructure. Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, expand their discussion on infrastructure and discuss what the bill is looking to accomplish and the possible impact of the bill once it is passed by Congress.

UNDERSTANDING YOUR FINANCIAL TERMS – PART 2

You are likely to encounter terms that you do not understand. These terms will be helpful to understand, so you don’t end up missing something you should know, or veering away from your financial goals. And it never hurts to know the basics. Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, expand their discussion on investment terms you might want to have in your investing arsenal.

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