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.
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Correction or Bear Market?
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Atlas Highlights – Summer 22
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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When was the last time you reviewed your estate plan?
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.
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At this time, analysts’ consensus seems to indicate that things will stabilize for the second half of 2022… Atlas’ CIO, John Ogle, shares an update on earnings reports to date.
By John C. Ogle | jcogle@atlaspwm.com
At the end of the first quarter this year, concerns over profitability in general, and more specifically profit margins, were at the forefront of many investors’ minds. With energy prices rising, inflation in general, and the war in Ukraine, forecasting the profitability of companies in the quarter was especially challenging.
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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.
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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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.
Atlas Private Wealth Management will be with you every step of the way as you navigate the world of retirement. This is a new phase of life for you and we are here to simplify it.
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