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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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  • 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.

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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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    Portfolio Stress Test

    Is your portfolio positioned for a major market event? More importantly – does your portfolio match your tolerance for risk? Our portfolio stress test can help you understand the answer to each of these questions. We provide this complimentary service to our clients and members of the public.

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  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. Top 5 Things to Consider Prior to December 31st


    If you are over age 70 ½ and have money invested in a traditional or SEP IRA account, the IRS mandates that you begin taking distributions from your account. The IRS penalty for not taking the distribution can be punitive, and the rules are tricky, so be sure to speak to your Wealth Advisor regarding your RMD requirements.


    Donald Trump’s victory in the Presidential election clearly went contrary to prior market expectations. However, the market’s reaction seems to be more muted than many commentators projected. This is good news for investors.

    In times like these, we have always believed it is best to work to separate personal emotions from our investment decision making and focus on identifiable opportunities rather than theoretical challenges.

  9. The Fed’s Decision to Hold Steady

    Holding Steady – Reactions from the Federal Reserve’s September 21st Meeting

    On Wednesday, September 21st, the Federal Open Market Committee (FOMC), the committee charged with setting the Federal Reserve’s monetary policy, met and decided to maintain their current policy by holding short-term interest rates steady. This decision did not come as much of a surprise in what has been a long, slow recovery from the Great Recession of December 2007 through June 2009. Although this tempered growth environment has seemingly become the norm, there was broad agreement in the meeting that economic conditions are improving. This has resulted in growing pressure within the Committee to raise rates sooner rather than later.

  10. Stock Market Averages Are Near All-time Highs. So Where Do We Go From Here?

    Stock Prices Tend to Follow Earnings Trends

    One of the fundamental assumptions about stock prices is that they follow the earnings (or profitability) trends of businesses. When earnings are heading up, stock prices tend to reflect that by moving higher. When earnings growth slows, or even moves backward, stock prices might be expected to follow suit. This can generally be seen over long time periods; however, over shorter time periods we have often seen distortions. Some market observers argue that we are currently in a period of market distortion. We’ll take a closer look and provide some observations.

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

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