Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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Atlas Community Highlights – Winter 2022
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A Rational Approach to Behavioral Finance Biases
By Kollin F. Allard, CRPC® | kallard@atlaspwm.com
Investing may be financial in nature, but emotions can quickly become tied to the account balances that are reported on our statements.
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Estate Planning and Charitable Giving Webinar
Chris Aiello, Director of Trust and Estate Planning at Atlas, recorded a recap of key points that he discussed at the Atlas Open House on October 19, 2022.
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Keeping the Bad Guys Away – Safeguarding Against Fraud Webinar
Lissa shares her cautionary tales and offers tips to help you stay safe in this recorded 15-minute webinar.
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Principles of Long-Term Investing Resilience
On December 8, 2022, the Atlas hosted webinar reviewed some key factors of market history, investor behavior, and how they relate to the current market conditions.
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Planning for the Sunset
On November 8, 2022, at 2:00PM ET, Jolyn Sweet, Atlas’ Tax Director, reviewed some of the tax provisions of Tax Cuts and Jobs Act (TCJA) of 2017 currently slated to expire or “sunset.”
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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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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.
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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.
