Mon - Fri : 9am-5pm
service@polariscaptialadvisors.com
843-686-2425

Financial Planning Commentary

Uncategorized

A Discussion with My Dad

Yesterday, my Dad pointed out an article (as he so often does) in the weekend Wall Street Journal titled, “Dad,...
Read More
Uncategorized

Negative Thinking

If you’re like me, you’re likely exhausted by the constant barrage of “negative” news.  I’m not talking about the political...
Read More
Uncategorized

5 Principles That Will Sharpen Your Skills as an Investor

Have you ever embarked on a home improvement project? You are confident you can complete the task, but you are...
Read More
Uncategorized

Saving for College – 529 Plans

We all want what is best for our children. At an early age, we teach them to eat the right...
Read More
Uncategorized

6 Ways to a Happier Retirement

Picture this—it’s Friday afternoon, your work is done, and you have the weekend ahead of you. But what makes this...
Read More
Uncategorized

10 Tips for Teaching Your Kids About Money

Kids learn the basics in school–reading, writing and arithmetic. But schools avoid almost any instruction about money. If they do...
Read More
Blog

May You Live in Interesting Times

“May you live in interesting times.” I recently saw this common saying in an ad for the Biennale, the annual...
Read More
Blog

Love and Money

Financial planning is certainly about money, but more importantly, it is about people and their relationship with money. Though this...
Read More
Blog

2019 – What You Need To Know

I’m sure, by now, you’re tired of the “New Year, New You” headlines – it is already mid-January after all! ...
Read More
Blog

You can’t win a marathon without putting a few bandaids on your nipples.

"You can’t win a marathon without putting a few bandaids on your nipples." I read that quote a few days...
Read More
Blog

2019 – Keep Looking Forward

I want to begin by saying that a well-defined risk assessment forms the core of any good financial plan, and...
Read More
Blog

Markets are Forward Looking

You’ve probably heard me say many times before that “Markets are forward looking,” meaning that markets move today based on...
Read More
Blog

Should I Get Out of the Stock Market?

One of the most common questions I’ve received of late is “Should I go ahead and get out of the...
Read More
Blog

Flashing Headlines & Investor Concerns

I am sure you’ve seen the many flashing headlines with phrases such as “Increased Investor Concern” and “Is Recession Looming?”. ...
Read More
Blog

Essential Year End Financial Planning – Part One

This is Part 1 of the essential year end checklist you need to review to maximize your financial health in...
Read More
Uncategorized

Money Matters


Read More