By John C. Ogle | jcogle@atlaspwm.com
In recent history beginning with the financial crisis in 2007, we have seen the U.S. Fed and other global central banks inject copious amounts of capital into the economy to keep economies on the growth track.
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For over 40 years the declining interest rate environment has been a tailwind for bond investors… Atlas’ CIO, John Ogle, breaks down how inflation, fed actions, and deglobalization are impacting the markets.
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There is ALWAYS more to the story… Atlas’ CIO, John Ogle, breaks down what we are seeing in the current markets.
By John C. Ogle | jcogle@atlaspwm.com
It is said in the world of economics that one number does not a trend make. We think that may well be the case here. As mentioned earlier, when we entered 2022 the economy was moving ahead nicely. The 6.9% growth rate for the last quarter of 2021 was more than double the 3.4% average rate from 1948 – 2022 . So, it is important to understand that this most recent report is no more a prophecy for the coming months than the Q4 2021 report was for this year.
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Savvy Women, Smart Investors
Our Atlas hosts Suzanne Beczak, Associate Wealth Management Advisor, and Lissa McNaughton, Director of Retirement Services, joined special guest, Susan Kay, Director of Business Development at MFS Investment Management, to discuss the importance of planning for retirement and various life events that often impact a woman’s financial plans.
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Atlas Highlights – Spring 2022
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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What Does the Great Resignation Mean for Your Financial Health?
By Toby Potterton, CRPC® | tpotterton@atlaspwm.com
Following the mass reduction in workforce payrolls in 2020, we have seen a powerful resurgence in the demand for workers across almost all levels of service and industries.
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The Markets ‘Through the Looking-Glass’ – A Reflection on Recent Events and Q1
By John C. Ogle | jcogle@atlaspwm.com
Atlas’ CIO, John Ogle, Takes a Look at Recent Events in Ukraine, and Shares Insight on the Current Market Volatility in his Quarterly Update
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Atlas’ CIO, John Ogle, takes a look at recent events in Ukraine, and offers guidance on how to navigate current markets.
By John C. Ogle | jcogle@atlaspwm.com
We, at Atlas, are very concerned about the humanitarian crisis facing the people of Ukraine, the refugees, and the neighboring countries that are struggling to provide for them. This is a disastrous situation that seems to have no defensible reason for having occurred other than the callousness of a dictatorial regime bent on conquering a territory that it wrongfully claims authority over. Few invasions of a territory in recent history have triggered the kind of international opposition that this one has. Our hearts go out to all those families affected by this, and we hope for a resolution soon.
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The Year of the Jolly Banker?
By John C. Ogle | jcogle@atlaspwm.com
As earnings are the primary long-term driver of stock prices, this is a very important reporting season, as it comes off a period of exceptional growth for profits and is perhaps heading into a period of greater difficulty in sustaining those growth rates.
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Financial and Life Changes – Marriage and Divorce
By Suzanne Beczak | sbeczak@atlaspwm.com
Change can be exciting and adventurous; however, abrupt and unexpected changes can catch you off guard and leave you unprepared for what comes next in life.
Atlas Private Wealth Management will be with you every step of the way as you are building wealth and securing your financial future.
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