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  • Recommended for you

    Year-End 2018 Tax Planning Webinar

    On December 5th, 2018, clients and community members had the opportunity to watch our live “Year-End 2018 Tax Planning Webinar.” New tax laws have gone into effect. Are you prepared for these changes? Learn more about your options in the recording of this webinar, now available for on-demand viewing.

    Read the Full Blog

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    Estate Planning is for Everyone: What You Need to Know

    By Laura Moore | lmoore@atlaspwm.com
    and Justin Bogardus | jbogardus@atlaspwm.com

    Advance planning will help you understand how your assets will be transferred and will help ensure your wishes are carried out. It may also assist your beneficiaries and heirs in avoiding unnecessary delays.

    Read the Full Blog

  • Recommended for you

    Should I Own Bonds in a Rising Rate Environment?

    By John C. Ogle | jcogle@atlaspwm.com

    We think that this fear of rising rates is one of the most unsupported and exaggerated investment themes in memory, and we’ll offer some historical evidence that shows that most investors have far less to fear than they think.

    Read the Full Blog

  • Recommended for you

    Atlas Q3 2018 Highlights

    Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.

    Read the Full Blog

  • Recommended for you

    Webinar: Navigating the College Admissions Process Without Jeopardizing Your Retirement

    On October 30, 2018, we held a live webinar for clients and community members that discussed how to plan for college expenses without jeopardizing your retirement. The recording of this webinar is available now for on-demand viewing.

    Read the Full Blog

  • Recommended for you

    Atlas Team Community Highlights

    Atlas team members have been busy making a difference in the communities they live in, work in, and serve.

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  • Recommended for you

    The Responsible Millennial

    By Kollin F. Allard, CRPC® | kallard@atlaspwm.com

    The oldest millennials are turning 37 while the youngest millennials are now 22. What should young investors keep in mind as they begin their independent financial lives?

    Read the Full Blog

  • Recommended for you

    Earnings – The Fuel that Propels the Markets

    By John C. Ogle | jcogle@atlaspwm.com

    Anyone that studies the markets knows that for equities and certain classes of fixed income securities, it is earnings (or profits) that propel and support valuations.

    Read the Full Blog

  • Recommended for you

    Webinar: Choosing Your Retirement

    On May 23rd, 2018, we held a live webinar for clients and community members which addressed some of today’s biggest retirement planning decisions. The recording of this webinar is available now for on-demand viewing.

    Read the Full Blog

  • Recommended for you

    A New Fed Chair: Should You Care?

    By Tim Hamilton, CFP®, CIMA® | thamilton@atlaspwm.com

    For the first time in four years, the Federal Reserve has a new chairman. Who is Jerome Powell and how might his leadership impact interest rates, the dollar, and equity markets?

    Read the Full Blog

  • Recommended for you

    Atlas Team Highlights

    Each quarter, we provide updates on new professionals joining our team, upcoming events, and how Atlas Private Wealth Management is giving back to the community.

    Read the Full Blog

  • Recommended for you

    Webinar On-Demand: Tax Reform Facts, Strategies, and Insights – January 2018

    On-demand webinar discussing tax reform and its implications for individual investors and business owners.

    Read the Full Blog

  • Recommended for you

    Market Observations December 2017

    Teflon was the byword for the markets in 2017. Despite political and social turbulence, many markets have “let it slide,” and have seen a surprisingly steady rise. In the U.S., the rise has come with relatively low interim volatility.

    Read the Full Blog

  • Recommended for you

    Tax-Loss Harvesting Techniques

    Investment losses happen, it’s just part of owning a diversified investment portfolio. Tax-loss harvesting is a way for investors to realize, or “harvest,” these investment losses in order to lower their tax liability.

    Read the Full Blog

  • Recommended for you

    The Long Game: U.S. Equity Markets Since 1871

    It’s hard to open The Wall Street Journal these days without being reminded that U.S. equity markets are at historic highs. How do these market highs compare to history, and what can we learn from looking at the big picture?

    Read the Full Blog

  • Recommended for you

    Year-End Tax Planning Webinar – December 2017

    On December 6th, we covered year-end tax planning tips during a LIVE webinar.

    Read the Full Blog

  • Recommended for you

    Basics of Financial Planning – July 2017

    On July 19th, we covered the basics of financial planning during a LIVE webinar.

    Read the Full Blog

  • Recommended for you

    Market Observations June 2017

    With the first half of 2017 coming to a close, we’re seeing a shift in equity market leadership, with European large-cap stocks emerging from their doldrums and international stocks generally showing attractive returns.

    Read the Full Blog

  • Recommended for you

    How Can Technology Help You Manage Your Money?

    Today, there are countless ways technology can help you manage your money, create a better budget, and even save on the purchases you make every day. We believe that each of these can be an important component of a holistic financial plan.

    Read the Full Blog

  • Recommended for you

    Digital Deception: Current Trends in Cybercrime

    Cybercrime is a growing topic of importance. What tactics are digital thieves using today and, more importantly, how can investors protect themselves? Explore this topic to ensure your hard-earned assets are as safe as possible from cyber threats.

    Read the Full Blog

  • Recommended for you

    Saving for College AND Retirement

    These days it’s not uncommon for parents to postpone starting a family until both spouses are settled in their marriage and careers. Though this strategy can be advantageous, it can also present a dilemma — the need to save for college and retirement at the same time. Facing this dilemma? Download our four page resource which can help you navigate this challenging scenario.

    Read the Full Blog

  1. Should I Own Bonds in a Rising Rate Environment?

    By John C. Ogle | jcogle@atlaspwm.com

    We think that this fear of rising rates is one of the most unsupported and exaggerated investment themes in memory, and we’ll offer some historical evidence that shows that most investors have far less to fear than they think.

  2. Earnings – The Fuel that Propels the Markets

    By John C. Ogle | jcogle@atlaspwm.com

    Anyone that studies the markets knows that for equities and certain classes of fixed income securities, it is earnings (or profits) that propel and support valuations.

  3. Market Observations December 2017

    Teflon was the byword for the markets in 2017. Despite political and social turbulence, many markets have “let it slide,” and have seen a surprisingly steady rise. In the U.S., the rise has come with relatively low interim volatility.

  4. Tax-Loss Harvesting Techniques

    Investment losses happen, it’s just part of owning a diversified investment portfolio. Tax-loss harvesting is a way for investors to realize, or “harvest,” these investment losses in order to lower their tax liability.

  5. The Long Game: U.S. Equity Markets Since 1871

    It’s hard to open The Wall Street Journal these days without being reminded that U.S. equity markets are at historic highs. How do these market highs compare to history, and what can we learn from looking at the big picture?

  6. Digital Deception: Current Trends in Cybercrime

    Cybercrime is a growing topic of importance. What tactics are digital thieves using today and, more importantly, how can investors protect themselves? Explore this topic to ensure your hard-earned assets are as safe as possible from cyber threats.

  7. April is Financial Literacy Month

    At Atlas Private Wealth Management, we believe that an informed client is an integral part of the financial planning process. We emphasize ongoing client education because most people are more comfortable making decisions if they understand the relevant facts and information.

    We understand that the financial planning needs of a young family just getting started and a couple living in retirement are very different. With that in mind, we asked our team of Wealth Management Advisors to provide some of their favorite articles for every stage of the financial journey: getting started, building wealth, retiring soon, recently retired, and living in retirement.

  8. Roth IRA Conversions

    With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the 2016 Investment Company Fact Book, 20 million U.S. households (about 16.3%) owned Roth IRAs in 2015.

  9. What is a Sustainable Withdrawal Rate? Does 4% Work in 2017?

    If you’re approaching retirement, an important consideration is how much you can withdraw from your account each year. The sustainability of your savings depends not only on your asset allocation and investment choices, but also on how quickly you draw down the account(s).
    Basically, you want to withdraw at least enough to provide the income you need, but not so much that you run out of money quickly, leaving nothing for later retirement years. The percentage you withdraw annually from your savings and investments is called your withdrawal rate. The maximum percentage that you can withdraw each year and still reasonably expect not to deplete your savings is referred to as your “sustainable withdrawal rate.”

  10. The Tax Facts About Year-End Gifting

    Tis the season for giving, as the clock runs down on 2016. This is a good time to think about year-end gifting. I’m talking more than the usual presents under the tree.

    Currently the individual 2016 and 2017 annual gift exclusion amount is $14,000 per any one individual. You can gift up to the exclusion to anyone (not just family members) and any number of people, without the need to report the gift or incur any gift tax. Married couples can gift twice as much ($28,000) using gift splitting (this requires them to file a gift tax return using IRS Form 709).

    We all have a lifetime exclusion. This is the amount above the $14,000 annual limit that we may gift during our lifetime without incurring gift taxes. For 2016, that amount is $5,450,000, and in 2017 it increases to $5,490,000.

Whether you are just getting started or living in retirement, Atlas Private Wealth Management is here to provide advice, insight, and perspective.

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