Polaris Perspective

Polaris Perspective

por Jeff Powell & Jeremy Witbeck

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Temporada 2

Because the Fear Is Real

In the US, the Dow fell 474 points – its largest one-day drop since late February. Investors are getting nervous about several risks, and inflation data for April spooked markets and raised concerns that the Fed is wrong about rising prices being just temporary. If the Fed is incorrect, that means that it could begin to unwind its easy policies quicker than expected and ultimately raise interest rates.

Market Outlook

The economy is rebounding. The earnings reports show S&P 500 companies are on track for their highest rate of profit growth in more than a decade. As the world’s largest economy recovers, Jeff Powell and Jeremy Witbeck discuss potential factors that could move the market.

Biden's Big Speech

Yesterday, President Joe Biden addressed a joint session of Congress, on the eve of his first 100 days in office. He pressed his so-far popular agenda, which includes a $2 trillion infrastructure plan and a newly unveiled, $1.8 trillion plan for families, children and students. With these proposals announced Wednesday night, Biden is looking to sustain economic growth following the passage of his massive Covid relief and stimulus plan. Jeff Powell and Jeremy Witbeck discuss what President Biden’s big speech means and what it actually means for the economy, the markets and more importantly, the investors.

Financial Literacy – The Evolution of Savings

Creating a financially secure life can feel like a daunting task that requires the skills of an expert mapmaker and GPS programmer. You need to figure out where you are today and where you want to get to. As if that’s not stressful enough, you’re then in charge of finding the best route to get from here to there without veering off into costly detours. Jeff Powell and Jeremy Witbeck continue their discussion on Financial Literacy this month and focus on the evolution of savings and the different strategies people can use.

Financial Literacy – Your Money or Your Life

For nearly 20 years, April has been recognized as Financial Literacy Month. The goal is to highlight the importance of improving money management skills and establishing and maintaining positive, healthy financial habits. Jeff Powell and Jeremy Witbeck kickoff this month with some key lessons on how to protect your wealth.

Is that you, Q2 2021?

As society starts to turn the page on the pandemic, local, national global economies, markets and investors are beginning to imagine how “normal” might look like. So far, 2021 isn’t looking too different from where we ended 2020. But we see the second quarter bringing greater economic re-awakening, underpinning our constructive outlook for U.S. stocks. Jeff Powell and Jeremy Witbeck discuss recent activity in the capital markets and offer viewpoints on the U.S. economy, international markets and asset classes, as well as a special topics of interest to investors.

Biden’s Post-Pandemic Infrastructure Plans

President Joe Biden unveiled a more than $2 trillion infrastructure package on Wednesday as his administration shifts its focus to bolstering the post-pandemic economy. Jeff Powell and Jeremy Witbeck discuss Biden’s proposal that would invest in infrastructure, education, work force development and fighting climate change, with the aim of making the economy more productive.

What’s Driving the Market?

The major averages are struggling after yesterday’s decline and the markets are continuing its volatile run in March as the rally to record highs took a pause with investors reassessing the growth picture. Jeff Powell and Jeremy Witbeck discuss the choppy trade in stock markets this week and trends they are seeing in U.S. economy.

The Stimulus Effect

President Joe Biden has signed the $1.9 trillion coronavirus aid bill into law, saying he is taking aggressive action to speed up COVID-19 vaccinations and move the country closer to normality by July 4. The package provides $400 billion for $1,400 direct payments to most Americans, $350 billion in aid to state and local governments, an expansion of the child tax credit and increased funding for COVID-19 vaccine distribution. Although subject to a great deal of uncertainty, Jeff Powell and Jeremy Witbeck analyze how the fiscal package could affect the overall economy.

Understanding Your Financial Terms

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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