Polaris Perspective

Polaris Perspective

by Jeff Powell & Jeremy Witbeck

Investing Business News News Commentary

Season 2

What are Derivatives Really?

Billion derivative contracts are being traded yearly and most companies and investors use derivatives to lower risk. – So, what are Derivatives and should you invest in them? Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris discuss how financial derivatives work, are used and whether you should consider using adding financial derivarives to your financial portfolio.

Interest Rate Environment

Bond yields have jumped over the past couple weeks, jolting investors. The rise has triggered worries that faster economic growth could generate inflation and pose a threat at a time when the S&P 500 is at valuation levels not seen since the dotcom bubble. Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris whether the level of rates is becoming a threat to investors and equity valuations.

Booming Markets?

In financial markets, as with everything else, no one can predict the future. Nevertheless, the beginning of the year marks the time when investing analysts and researchers make their predictions for the year ahead in the stock market. The continuing strength of the stock market even as the coronavirus pandemic batters the U.S. economy has baffled many observers. Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, discuss factors that explain the continued market recovery and why to expect another good year for investors.

Stock Market Frenzy

There has been a lot of interest in the stock market over the past week after investors from the Reddit message board managed to give shares in GameStop a huge boost and send prices of a few struggling companies (GameStop, AMC, BlackBerry…) soaring. Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, discuss story so far, with an explanation of stocks, short-selling and what has been happening with GameStop.

Investment Buzzwords Part 2

You don’t have to know everything to start investing. In fact, if you wait until you know everything before you get started, you’ll probably never start investing at all! But there are some basic terms you might want to have in your investing arsenal. 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. Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, continue their discussion on technical and funny industry investment terms and catchphrases .

Investment Buzzwords Part 1

You don’t have to know everything to start investing. In fact, if you wait until you know everything before you get started, you’ll probably never start investing at all! But there are some basic terms you might want to have in your investing arsenal. 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. Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, discuss in detail key industry terms and several investment sayings and catchphrases .

Understanding Fixed Income Marketplace

Fixed income investing can offer a number of benefits, such as providing a predictable source of income, helping to preserve capital and offering attractive diversification benefits to your portfolio. However, fixed income investments are not all created equal and the bond market it is a tough nut to crack. Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, discuss how bonds react differently to changes in interest rates, the economic outlook and other market factors

2020 Market Recap / 2021 Market Outlook

In 2020, stocks fell and went up drastically as COVID altered the very fabric of our lives. Tens of millions were infected as over a million died around the world. Millions of jobs were lost. A feeling of insurmountable fear and darkness grew. Despite the volatility of 2020 and now with several more vaccines on the horizon, Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, discuss why they feel more positive than before.

Georgia Runoff Elections

Control of the Senate is at stake. The candidates have shattered spending records.The Georgia Senate race holds far-reaching implications. Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, discuss market and policy impact of Georgia Election results.

Season 1

Financial Resolutions 2021

December is winding down, and that means it’s time to think about resolutions for the upcoming year. After a year like 2020, financial resolutions are probably top of mind. The beginning of the year is the prime time to focus on what’s going on with your money. With the right plan in place, you can stick to your financial resolutions and end the coming year in a better place than you started it. To help you get started, Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, review some resolutions to set, along with expert tips on how to keep them.

5 of 6