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.
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.
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.
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.”
Fall has arrived! As we look forward to the upcoming holidays, we reflect on what Atlas team members have been doing in recent months.
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.
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.
By John C. Ogle | jcogle@atlaspwm.com
We are being asked by some clients if we’re in a correction in 2022, or if it’s a bear market.
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
By Chris Aiello | caiello@atlaspwm.com
You have invested time and effort to cross all the T’s and dot all the I’s. You have taken the steps to protect your legacy and your beneficiaries. With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and update.
Subscribe for the latest news, events, and happenings