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  • Recommended for you

    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. 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.

  2. 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 expert advice, insight, and perspective.

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