Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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Atlas Community Highlights – Summer 2020
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Beware of Elder Abuse and Financial Fraud
By Toby Potterton, CRPC® | tpotterton@atlaspwm.com
Elder abuse can take several forms, including but not limited to physical, emotional, passive neglect, and increasing in prevalence is financial exploit.
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ESG and Socially Responsible Investing
By John C. Ogle | jcogle@atlaspwm.com
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.
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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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Atlas Community Highlights Q4 2019
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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In a Time of Rising Healthcare Costs, Are You Getting the Most out of your HSA?
By Robert Palmer, CFP® | rpalmer@atlaspwm.com and Sara Casale | scasale@atlaspwm.com
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.
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The Bond Market and Income Generation in the Future
By John C. Ogle | jcogle@atlaspwm.com
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.
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Atlas Community Highlights Q3 2019
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
Atlas Private Wealth Management will be with you every step of the way as you are getting started in your financial life.
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