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Adarsh Shyamsundar
Mar 12, 20221 min read
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, 20221 min read
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 248 min read
An Investing Checklist and It's application
Investing Checklist with Dell example
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Adarsh Shyamsundar
Feb 206 min read
2023 Annual Blog
This is Polaris's annual letter for 2023.
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Adarsh Shyamsundar
May 10, 20234 min read
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, 20234 min read
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, 20222 min read
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, 20222 min read
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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