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Adarsh Shyamsundar
- Mar 12, 2022
- 1 min
Meetings and Onboarding Process
One of the most common question is what is the client onboarding process. Below we illustrate that process. Please refer to our blog on...
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Adarsh Shyamsundar
- Mar 12, 2022
- 1 min
Polaris's Financial Planning Flywheel
This blog is tied to our earlier one here on the onboarding process. While the first blog explains the meeting and onboarding process,...
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Adarsh Shyamsundar
- May 25
- 8 min
An Investing Checklist and It's application
Investing Checklist with Dell example
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Adarsh Shyamsundar
- Feb 20
- 6 min
2023 Annual Blog
This is Polaris's annual letter for 2023.
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Adarsh Shyamsundar
- May 10, 2023
- 4 min
Berkshire Hathaway - 2023 Annual Meeting
May 6th, 2023, marked the 50th year that Berkshire Hathaway (BRK) has held its annual meeting for shareholders, and yours truly was in...
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Adarsh Shyamsundar
- Feb 16, 2023
- 4 min
The first year anniversary blog
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...
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Adarsh Shyamsundar
- Mar 9, 2022
- 2 min
Diversification - is more always better?
A basic tenet of portfolio management is diversification via low cost index funds, this is a no brainer. For most people this is a...
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Adarsh Shyamsundar
- Mar 4, 2022
- 2 min
Risk and Investments
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...
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