| Articles
of Interest to Clients of Polaris Asset Management
The Market:
An essay which describes how
mutual fund companies deceive clients and the
media about their wrongdoing:
Fund Spin
A good article on the
importance of the term "fiduciary" when you
are choosing a broker or financial advisor:
Fiduciary Obligations
Financial Planning:
This essay discusses the advantages and
disadvantages of working with an investment
professional, versus being a do-it-yourself
investor:
The Advantages and Disadvantages of Seeking
Professional Advice in Managing Your Investments
The following piece eloquently discusses the
relationship between money and happiness:
Coming
To Terms With Your New Wealth
On the pros and
cons of investing in annuities:
Annuities
Give Income Security, But at a Cost
Pros and cons of separate accounts:
Scandal Proofing with Separate Accounts
A good article on using ETFs to balance and
diversify a portfolio
Using Exchange Traded Funds
A critique of the "separately managed accounts"
being sold by full-service brokers:
Separate But Unequal
Nuances of Investing :
This link contains good information about
fluctuations in value of municipal bonds:
Municipal
Bond Valuations
This article discusses exchange traded funds
vs. actively managed funds:
Get
off the Sidelines and into ETFs
The link below discusses web resources for
investors:
An interview with the successful
manager of a socially-conscious mutual fund:
Investing With a Conscience
A primer on bank sold financial
services and investment products
Be Careful What You Buy in a Bank
An article on what to look for
in a firm's financial reports:
Dissecting a Balance Sheet
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