Subscribe Resources
  • Recommended for you

    Community Highlights

    New! Atlas is Now Able to Manage 401(k), 401(a), 457 and…

    Read the Full Blog

  1. Beware of Elder Abuse and Financial Fraud

    By Toby Potterton, CRPC® |

    Elder abuse can take several forms, including but not limited to physical, emotional, passive neglect, and increasing in prevalence is financial exploit.

  2. ESG and Socially Responsible Investing

    By John C. Ogle |

    ESG (Environmental, Social and Governance) and SRI (Socially responsible investing) are themes that are becoming more prevalent in the investing world. As a firm, we at Atlas recognize this, and have developed a considered approach to the issue.

  3. Tax Planning for Capital Gains

    By Brendan Walsh |

    As stock shares generally appreciate in value over longer periods we should know that eventually, we will have to pay taxes when we sell the shares. The question then becomes, what are some strategies to lower the capital gains hit?

  4. Atlas Community Highlights Q4 2019

    Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.

  5. In a Time of Rising Healthcare Costs, Are You Getting the Most out of your HSA?

    By Robert Palmer, CFP® | and Sara Casale |

    A health savings account (HSA) is a tax-exempt vehicle that can be used to pay or reimburse certain medical expenses. An HSA can be especially helpful to offset medical costs in retirement, which is usually a retiree’s largest expense.

  6. The Bond Market and Income Generation in the Future

    By John C. Ogle |

    As we all are aware, interest rates are at historic lows. In fact, rates have been coming down rather consistently for the last thirty-five years. In the mid-1980’s, one could invest in a 30-year U.S. Treasury bond and receive a rate of over 14% for the next three decades.

  7. Atlas Community Highlights Q3 2019

    Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.

  8. Estate Planning – Is a Trust Right for You?

    By J. Christopher Aiello |

    There are many different types of trusts. There are almost certainly a few trusts that could benefit you (which ones depend on your personal goals and life circumstances). To identify and then implement an appropriate trust, a basic understanding is necessary.

  9. Don’t Let Volatility Derail Your Long Term Plans

    By John C. Ogle |

    A hope for a better future for ourselves and family. Our retirement. Our financial security. Our investments. Economic and political uncertainty. Headlines. Twitter. CNBC. Market volatility.

Whether you are just getting started or living in retirement, Atlas Private Wealth Management is here to provide advice, insight, and perspective.

Get Started Today