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