Wealth Polaris Greystone

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 and I discuss this on today's podcast.

Send topic suggestions or questions to podcast@polarisgreystone.com.

After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polarisgreystone.com, lastly don’t forget to rate and subscribe on iTunes and Soundcloud.

Music is credited to bensound from bensound.com

Disclosure: Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.

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

Send topic suggestions or questions to podcast@polarisgreystone.com.

After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polarisgreystone.com, lastly don’t forget to rate and subscribe on iTunes and Soundcloud.

Music is credited to bensound from bensound.com

Disclosure: Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.

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

Send topic suggestions or questions to podcast@polarisgreystone.com.

After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polarisgreystone.com, lastly don’t forget to rate and subscribe on iTunes and Soundcloud.

Music is credited to bensound from bensound.com

Disclosure: Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.

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.

Send topic suggestions or questions to podcast@polarisgreystone.com.

After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polarisgreystone.com, lastly don’t forget to rate and subscribe on iTunes and Soundcloud.

Music is credited to bensound from bensound.com

Disclosure: Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.

Jeff and John address the "Sell in May" effect.

Send topic suggestions or questions to podcast@polarisgreystone.com.

After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polarisgreystone.com, lastly don’t forget to rate and subscribe on iTunes and Soundcloud.

Music is credited to bensound from bensound.com

Disclosure: Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.

With the Global Financial Crisis just 10 years in the past, what has changed? What hasn't? And have we really learned anything? Jeff and John discuss the past 10 years and reflect on some of the events of the day.

Send topic suggestions or questions to podcast@polarisgreystone.com.

After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polarisgreystone.com, lastly don’t forget to rate and subscribe on iTunes and Soundcloud.

Music is credited to bensound from bensound.com

Disclosure: Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.