This presentation was brought to you in partnership with Ronald McDonald House Charities of the Capital Region and will review the benefits of leveraging different strategies and how they could impact your financial and tax planning roadmap.
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Charitable Giving Strategies and Your Legacy
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A Rational Approach to Behavioral Finance Biases
By Kollin F. Allard, CRPC® | kallard@atlaspwm.com
Investing may be financial in nature, but emotions can quickly become tied to the account balances that are reported on our statements.
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Estate Planning and Charitable Giving Webinar
Chris Aiello, Director of Trust and Estate Planning at Atlas, recorded a recap of key points that he discussed at the Atlas Open House on October 19, 2022.
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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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QUICK MEDICARE Q&A – The Annual Medicare Enrollment Window is coming! A few things you should know…
By Robert Palmer | rpalmer@atlaspwm.com
Age 65… often times reaching this milestone gives you more access to discounted theatre tickets or special offerings. Perhaps, the freedom to travel a bit more and time to enjoy hobbies or new activities. Years of work and various sacrifices… and here you are stepping into an exciting chapter: In all likelihood, you are eligible for Medicare.
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Correction or Bear Market?
By John C. Ogle | jcogle@atlaspwm.com
We are being asked by some clients if we’re in a correction in 2022, or if it’s a bear market.
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Atlas Highlights – Summer 22
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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When was the last time you reviewed your estate plan?
By Chris Aiello | caiello@atlaspwm.com
You have invested time and effort to cross all the T’s and dot all the I’s. You have taken the steps to protect your legacy and your beneficiaries. With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and update.
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At this time, analysts’ consensus seems to indicate that things will stabilize for the second half of 2022… Atlas’ CIO, John Ogle, shares an update on earnings reports to date.
By John C. Ogle | jcogle@atlaspwm.com
At the end of the first quarter this year, concerns over profitability in general, and more specifically profit margins, were at the forefront of many investors’ minds. With energy prices rising, inflation in general, and the war in Ukraine, forecasting the profitability of companies in the quarter was especially challenging.
