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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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  3. Blog, Resources, News, Oct 13, 2020

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  4. Financial Planning, Barry Rings Jr., Blog, Resources, News, Sep 28, 2020

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  5. Blog, Jul 14, 2020

    Atlas Community Highlights – Summer 2020

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

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

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    As I have gotten older, I have tried to be diligent about expanding my knowledge by reading books on a variety of topics including nature, finance, psychology, and more. I think there is something to be said for being well versed in a multitude of different areas.

  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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    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.

  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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