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    Atlas Highlights – Fall 2022

    Fall has arrived! As we look forward to the upcoming holidays, we reflect on what Atlas team members have been doing in recent months.

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  1. Planning on Call: Interview with Dr. Elizabeth Arendt

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  2. Introducing ‘Planning on Call’ Blog

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  3. Atlas Community Highlights – Summer 2020

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

  4. A New Perspective

    By Barry Rings Jr, CFP® | brings@atlaspwm.com

    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.

  5. Student Loan Specialist on Staff!

    Timothy Hamilton CFP®, CIMA®, CSLP® | thamilton@atlaspwm.com

    We’d like to congratulate Atlas’ Senior Vice President, Tim Hamilton CFP®, CIMA®, CSLP® on earning his Certified Student Loan Professional (CSLP®) designation.

  6. 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.

  7. 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.

  8. Tax Planning for Capital Gains

    By Brendan Walsh | bwalsh@atlaspwm.com

    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?

  9. 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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