Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
By John C. Ogle | jcogle@atlaspwm.com
We in the investment field are living in rather interesting times, to put it mildly. Depending on one’s perspective, this might be a blessing or a curse.
By Kollin Allard | kallard@atlaspwm.com
You have a NIL deal. What now? First off, well done! The hard work is paying off, literally. Where do you go from here?
As 2022 came to a close, Congress passed revisions to the retirement rules previously known as the SECURE (Setting Every Community Up for Retirement Education) Act. There are several provisions that have been revised and they have been rolled out under the name of SECURE Act 2.0.
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
By John C. Ogle | jcogle@atlaspwm.com
For those of you that are familiar with this classic Dylan folk song, the title is particularly pertinent to the economy, the capital markets, and to our active approach to asset allocation.
This presentation was brought to you in partnership with Ronald McDonald House Charities of the Capital Region and will review the benefits of leveraging different strategies and how they could impact your financial and tax planning roadmap.
Uncertainty and optimism: looking at the global market and economy, a strong case could be made for both. In a recent video market commentary, Atlas PWM Chief Investment Officer John Ogle shared his thoughts and insights on the investing and economic landscape as 2023 begins in earnest.
By John Heslin | jheslin@atlaspwm.com
We can often forecast a storm building as we see clouds forming and rolling in. We rely on weather forecasters, and the apps on our phones, to predict severity, and how much snow or rainfall we should be prepared for. Only when the storm has passed can we assess the true impact.
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