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    Embracing Change: Navigating the Financial Landscape of Moving to a New State

    By Rick Morales | rmorales@atlaspwm.com

    Coming up on my two-year anniversary since my move down the east coast, I reflect on my own journey of moving from Upstate New York to the vibrant shores of South Florida.

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  1. 2023 Year End Tax Insights

    By Jolyn Sweet | jsweet@atlaspwm.com

    Atlas Tax Director, Jolyn Sweet, provides some important tax information to consider as we approach year end.

  2. Atlas Highlights – Summer 2023

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

  3. The New Economy of Amateur Athletics

    By Kollin Allard | kallard@atlaspwm.com

    You have a NIL deal. What now? First off, well done! The hard work is paying off, literally. Where do you go from here?

  4. SECURE Act 2.0 – What You Should Know for Now and Later

    As 2022 came to a close, Congress passed revisions to the retirement rules previously known as the SECURE (Setting Every Community Up for Retirement Education) Act. There are several provisions that have been revised and they have been rolled out under the name of SECURE Act 2.0.

  5. Charitable Giving Strategies and Your Legacy

    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.

  6. 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.

  7. 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.

  8. 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.

  9. 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.

Atlas Private Wealth Management will be with you every step of the way as you are building wealth and securing your financial future.

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