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  • Recommended for you

    Estate Planning – Is a Trust Right for You?

    By J. Christopher Aiello | caiello@atlaspwm.com

    There are many different types of trusts. There are almost certainly a few trusts that could benefit you (which ones depend on your personal goals and life circumstances). To identify and then implement an appropriate trust, a basic understanding is necessary.

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    Don’t Let Volatility Derail Your Long Term Plans

    By John C. Ogle | jcogle@atlaspwm.com

    A hope for a better future for ourselves and family. Our retirement. Our financial security. Our investments. Economic and political uncertainty. Headlines. Twitter. CNBC. Market volatility.

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  • Recommended for you

    Atlas Community Highlights Q2 2019

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

    Read the Full Blog

  • Recommended for you

    Atlas Community Highlights Q1 2019

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

    Read the Full Blog

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    That Holy Grail Called Retirement

    By Lissa McNaughton | lmcnaughton@atlaspwm.com

    In movies, novels, and even in real life, there are those who dedicate their life’s work to searching and discovering. Whether the search is for sunken treasure, the fountain of youth, a spiritual vortex, a cure for cancer, or the Holy Grail, there must be a calculated plan in place—a map to help guide you to your destination.

    Read the Full Blog

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    Earnings Watch

    By John C. Ogle | jcogle@atlaspwm.com

    As we work our way into 2019, the U.S. economy appears to be making the transition from the middle stage to the late stage of the economic cycle. With several geo-political issues in the forefront of the news, we expect to see the growth rates of economic activity decelerate both in the U.S. and across the globe.

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  • Recommended for you

    2018: Year in Review

    By John C. Ogle | jcogle@atlaspwm.com

    With the recent increase in market instability, we have been working diligently to analyze it all and define the path to set for the future. So, we want to take the time to briefly share our views with the hope that we can provide some consolation and guidance as we begin the New Year.

    Read the Full Blog

  • 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

  • Recommended for you

    Estate Planning is for Everyone: What You Need to Know

    By 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.

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  • 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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    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.

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  • 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. Atlas Community Highlights Q2 2019

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

  2. That Holy Grail Called Retirement

    By Lissa McNaughton | lmcnaughton@atlaspwm.com

    In movies, novels, and even in real life, there are those who dedicate their life’s work to searching and discovering. Whether the search is for sunken treasure, the fountain of youth, a spiritual vortex, a cure for cancer, or the Holy Grail, there must be a calculated plan in place—a map to help guide you to your destination.

  3. 2018: Year in Review

    By John C. Ogle | jcogle@atlaspwm.com

    With the recent increase in market instability, we have been working diligently to analyze it all and define the path to set for the future. So, we want to take the time to briefly share our views with the hope that we can provide some consolation and guidance as we begin the New Year.

  4. 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.

  5. Estate Planning is for Everyone: What You Need to Know

    By 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.

  6. 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.

  7. 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?

  8. 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.

  9. 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.

  10. 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.

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

Get Started Today