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    Atlas Highlights – Fall 2022

    Fall has arrived! As we look forward to the upcoming holidays, we reflect on what Atlas team members have been doing in recent months.

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  1. QUICK MEDICARE Q&A – The Annual Medicare Enrollment Window is coming! A few things you should know…

    By Robert Palmer | rpalmer@atlaspwm.com

    Age 65… often times reaching this milestone gives you more access to discounted theatre tickets or special offerings. Perhaps, the freedom to travel a bit more and time to enjoy hobbies or new activities. Years of work and various sacrifices… and here you are stepping into an exciting chapter: In all likelihood, you are eligible for Medicare.

  2. Let’s Pause on Doom-Scrolling: An Examination of the Current Dynamics Affecting the Market

    By John C. Ogle | jcogle@atlaspwm.com

    We at Atlas came into the year with a defensive tilt to our portfolios, but as the year has progressed, we’ve been compelled to take further actions to reduce the level of credit exposure in our bond holdings as well as to reduce our international exposure on the equity side.

  3. Planning on Call: Private Practice… Understanding Drivers of a Lagging Payment Model & Creating Your Most Effective Revenue Cycle

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  4. Correction or Bear Market?

    By John C. Ogle | jcogle@atlaspwm.com

    We are being asked by some clients if we’re in a correction in 2022, or if it’s a bear market.

  5. Atlas Highlights – Summer 22

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

  6. When was the last time you reviewed your estate plan?

    By Chris Aiello | caiello@atlaspwm.com

    You have invested time and effort to cross all the T’s and dot all the I’s.  You have taken the steps to protect your legacy and your beneficiaries. With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and update.

  7. Planning on Call: Private Practice… How a Great Business Retirement Plan Can Empower You

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  8. Planning on Call: Private Practice… A Discussion with Nermin Jasani on Strategic Vision

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  9. At this time, analysts’ consensus seems to indicate that things will stabilize for the second half of 2022… Atlas’ CIO, John Ogle, shares an update on earnings reports to date.

    By John C. Ogle | jcogle@atlaspwm.com

    At the end of the first quarter this year, concerns over profitability in general, and more specifically profit margins, were at the forefront of many investors’ minds. With energy prices rising, inflation in general, and the war in Ukraine, forecasting the profitability of companies in the quarter was especially challenging.

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