Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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Atlas Highlights – Summer 2023
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Interesting Times in Investing… A Glimpse at the Road Ahead
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.
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The New Economy of Amateur Athletics
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?
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SECURE Act 2.0 – What You Should Know for Now and Later
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.
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Atlas Highlights – Spring 2023
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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The Times They Are A-Changin’
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.
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Charitable Giving Strategies and Your Legacy
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.
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John Ogle – Market Commentary, January 2023
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.
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You Can’t Predict. You Can Prepare.
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.
Whether you are just getting started or living in retirement, Atlas Private Wealth Management is here to provide advice, insight, and perspective.
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