Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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Atlas Highlights – Spring 2023
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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.
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Atlas Community Highlights – Winter 2022
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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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.
