Welcome to 2024 … a year filled with new opportunities and possibilities!
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Building a Strong Financial Foundation for the New Year: 10 Tips for Holistic Financial Planning
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Community Highlights
Atlas Involvement in the Capital Region New York Capital Region Hispanic…
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Embracing Change: Navigating the Financial Landscape of Moving to a New State
By Rick Morales | rmorales@atlaspwm.com
Coming up on my two-year anniversary since my move down the east coast, I reflect on my own journey of moving from Upstate New York to the vibrant shores of South Florida.
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Community Highlights
New! Atlas is Now Able to Manage 401(k), 401(a), 457 and…
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“If the Consumer is Healthy then Nothing Else Matters. If They’re Not, then it All Matters.” – Phil Estes
By John C. Ogle | jcogle@atlaspwm.com
It’s important to consider the methodology used by popular media outlets in reporting economic events. These outlets depend on increasing viewer numbers to attract advertisers and fund their business. -
2023 Year End Tax Insights
By Jolyn Sweet | jsweet@atlaspwm.com
Atlas Tax Director, Jolyn Sweet, provides some important tax information to consider as we approach year end.
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Atlas Highlights – Summer 2023
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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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?
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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