Polaris Wealth Advisory Group

Call it a genuine "first world problem"... You've managed your career, or your stock buying decisions perfectly and you're the proud owner of a very large investment position... If you decide to sell it, there will be a very large tax bill, right? As you might guess, there are a variety of ways to manage this situation. Jeff discusses this in the article and our podcast with John McNertney as well. https://soundcloud.com//highly-appreciated-concentrated-st

Jeff and John discuss the basics of #financialplanning. Why do we do it and what are the benefits, as well as some analogies to driving.

When moving to a new country for good, it's critical to get a read on the legal climate beforehand. This quick primer should help you understand how to decipher the laws and rules.

In a less serious podcast, Jeff and John discuss an array of financial cliches and discuss the meaning and relevance of each.

Before you can truly get into the golden years of your life, you'll need to understand what it means to retire outside of the U.S. Check out these five essential pointers.

There are all sorts of clichés or catch phrases in the financial industry to help investors understand the markets better. Not all of them should be treated as gospel.

If you think that retirement means kissing your earning power goodbye, think again. Here are three ways to turn your golden years into pure gold.

If you’re as diligent after making a purchase as you were before and during the buying process, you’ll set yourself up for a positive experience every time.

Jeff & John discuss some of the consequences which occur to us immediately following the 5/8/2018 "No Deal" moment.

The Iran Nuclear Deal is history, what now? As we process the consequences of the Iran Nuclear deal, there is certainly a great deal to think about. Fortunately, we only focus on the financial and personal investment issues. Jeff & John discuss some of the consequences which occur to us immediately following the 5/8/2018 "No Deal" moment.

Are your senses compelling you to buy more? We take a deeper dive into how multi-sensory marketing experiences influence your purchase decisions.