Spring is in the air…

The colors of Spring are becoming more and more prevalent as ice melts in the Northeast and temperatures slowly climb. As we welcome warmer temperatures we are also enjoying the increase of in person client meetings.

As we come off the heels of Women’s History Month we are reminded of how far we have come as a country and all the work we have yet to do. The first quarter of the year holds the start of the new year, International Holocaust Remembrance Day, and Black History Month.

While we all continue to set our intentions for the year as it progresses we would like to remind you that while charitable distributions are great, there are so many ways to support a cause you hold dear. Ways to support include liking a friend’s small business on social media, sharing their most recent promotion every now and again, or shopping their offerings when your budget allows. At Atlas, we were able to support a local baker and small business owner who is both a minority and a woman. We ordered cakes from them for our associates to enjoy a sweet afternoon pick-me-up. For more information on this small business you can visit them on GreatExbaketations | Etsy


Preparing the Future Workforce

Andrea Caglione, Atlas’ Senior Vice President of Human Resources and Operations paid a visit to the College of Saint Rose Huether School of Business. During this visit she sat on a panel with recruiters and human resource specialists to share insight with soon to be graduates on how to be better prepared to enter the new workforce as the landscape of business evolves. Presenters shared tips on best practices when interviewing and common pitfalls while job hunting. “I enjoy giving people who don’t have experience in the workforce knowledge that they can use to better leverage their talents and present their best foot forward as they find their way.”


In Case You Missed it…

Savvy Women, Smart Investors webinar

On March 31, 2022 Atlas held the, “Savvy Women, Smart Investors” webinar. Our Atlas hosts Suzanne Beczak, Associate Wealth Management Advisor, and Lissa McNaughton, Director of Retirement Services, joined special guest, Susan Kay, Director of Business Development at MFS Investment Management, to discuss the importance of planning for retirement and various life events that often impact a woman’s financial plans. You can view the presentation here.

Student Loan Education Series: Start Understanding Repayment Today…

The student loan debt ‘crisis’ remains an almost inescapable topic of discussion at dinner tables, on television, or even on the radio. With the hopes of federal loan forgiveness or repayment looms over you or your soon to be grad, we invite you to learn more about repayment and options that are potentially available to you. In this three-part series, Wealth Management Advisor, Tim Hamilton, discusses student loan debt planning and repayment from a bird’s eye view down to detailed case studies. Listen in at your leisure and learn strategies to consider to support the next steps of your educational and career journey today. Learn more now…

We encourage anyone who has questions on student loans to reach out to their Wealth Management Advisor or Tim Hamilton at thamilton@atlaspwm.com .


Atlas Team Member Update

Please join us in welcoming our newest team member Jolyn Sweet.

In Jolyn’s current role, as our Tax Director, she prepares tax returns and works on tax planning and projections throughout the year for our clients. She comes to Atlas with over 15 years of experience in tax planning and preparation, working in the financial services and legal services industries. Jolyn’s background also includes estate and trust administration. She currently resides in Saratoga Springs with her husband and three children. She and her family like to spend time outdoors, especially in the summer.  She stays busy with running and attending sporting events for her kids. Learn more about Jolyn here.


Annual Firm Documents Update

A reminder at the end of April we will be releasing our annual ADV and privacy policy update.  For those of you that have a Consent to Electronic Delivery of Regulatory Communications and Disclosure Documents on file, we will send this regulatory notice to you electronically.   Otherwise, please look for this in the mail. If you are interested in receiving regulatory documents electronically going forward,  please reach out to clientsupport@atlaspwm.com and we can send you this form via DocuSign for your signature.

Don’t forget to find Atlas wherever you are… Never miss a beat or upcoming event announcement and follow us wherever you are. You can keep up with Atlas news and events on Facebook, LinkedIn, Twitter, and Instagram


Reminders:

  • In-Person Meetings – We are back in full swing utilizing our Bullard, McLeod Community Room as a space for client meetings. The conference room offers a large space for the comfort of both clients and their Wealth Management Advisors. Please contact your advisor, if you are interested in meeting in person.
  • DocuSign and Advice Pay:  DocuSign is available to allow clients the ability to conveniently sign most of our documents electronically.  Don’t forget about Advice Pay; this tool offers an alternative to paper checks when paying for financial planning and/or tax preparation services.
  • Shredding is back – Secure shredding services are once again open to clients during our Albany office hours. This service will help clients get rid of documents that have been collecting dust over these past months.  Office hours: Monday through Friday 8 – 4:30 PM ET.
  • Atlas Drop Box – We continue to maintain a secure drop box outside of our office entrance for clients that prefer an alternate way to deliver their documents.

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