One of the most common question is what is the client onboarding process. Below we illustrate that process. Please refer to our blog on...

This blog is tied to our earlier one here on the onboarding process. While the first blog explains the meeting and onboarding process,...

This is Polaris's Annual Blog for 2024.

Investing Checklist with Dell example

This is Polaris's annual letter for 2023.

May 6th, 2023, marked the 50th year that Berkshire Hathaway (BRK) has held its annual meeting for shareholders, and yours truly was in...

It's officially been one year since I left my corporate job at Micron to focus full time as a financial advisor at my own firm, Polaris...

A basic tenet of portfolio management is diversification via low cost index funds, this is a no brainer. For most people this is a...

In the financial world almost everything we do is tied to risk management. A common way to view risk in investments is based on the...