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    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?

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    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.

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    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.

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    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?

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    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.

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    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.

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    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.

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    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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    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?

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    Year-End Tax Planning Webinar – December 2017

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

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    Basics of Financial Planning – July 2017

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

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    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.

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    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.

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    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.

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    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.

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  1. 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.

  2. 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?

  3. 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.

  4. 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.

  5. Helpful Links

    Here you will find third party resources which are useful at any stage of your financial journey. Whether you are planning for college or navigating eldercare issues, these links are a great starting point. Have questions about the information shown? Contact your Atlas Private Wealth Management Advisor for more information.

  6. March 2017 Economic and Investment View

    Approaching the end of the first quarter of 2017, and the first stanza of the new Trump administration, it seems reasonable to review our 2017 outlook published earlier this year. Recent events and economic reports provide more optimism for the direction of the U.S. economy, but there are concerns that cannot be overlooked. We’ll examine just a few factors here.

  7. 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.

  8. Atlas 2017 Economic and Investment View

    As we approach the New Year we’d like to provide our outlook for the economy, capital markets and sectors, and provide a few thoughts about where we’ve been and where we may go in the future.

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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