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    Winter 2020 Atlas Highlights

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

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    Discussion with John Ogle, Atlas Chief Investment Officer – Investing 101

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  6. Financial Planning, Barry Rings Jr., Blog, Jul 14, 2020

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  7. Toby Potterton, Blog, Apr 22, 2020

    Beware of Elder Abuse and Financial Fraud

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  8. Investment Management, John C. Ogle, Blog, Apr 22, 2020

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  9. Financial Planning, Tax Planning, Blog, News, Jan 8, 2020

    Tax Planning for Capital Gains

    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?

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