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    Inflation : Short-Term Blip or Here to Stay?

    By John C. Ogle | jcogle@atlaspwm.com

    According to the Department of Labor, here is sampling of some of the areas where prices have increased the most on a year-over-year basis as of October 2021 in major key categories…

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  1. In Times of Uncertainty, Respect the Lessons of Time

    By John C. Ogle | jcogle@atlaspwm.com

    It certainly has been a challenging time, and we look to the future in anticipation of better times ahead for all of us.

  2. How Might Newly Proposed Tax Legislation Impact Your Legacy?

    By J. Christopher Aiello | caiello@atlaspwm.com

    While the gift and estate tax exemption is scheduled to drop to approximately one-half the current amount on January 1, 2026, there are tax proposals in play that could change the estate and gift tax laws much sooner.

  3. LGBTQ+ Planning

    By Suzanne Beczak | sbeczak@atlaspwm.com

    As we wrap up a month-long celebration dedicated to uplifting the voices of members and allies of the LGBTQ+ community, know that here at Atlas, we take pride in providing customized financial planning for all of our clients.

  4. Successfully Transferring Wealth to the Next Generation

    With all that has transpired over this last year, we have all likely reflected on what is important to us. At Atlas, we strive to prepare our clients, colleagues, and friends with the knowledge they need to meet their own personal goals… but what happens next?

  5. College Planning

    By Barnaby D. Bullard, CFP® | bbullard@atlaspwm.com

    Gone are the days where you can simply send your child off to any college or university to allow them time to “figure out” what it is they hope to do with the majority of their productive years in life, largely because the exorbitant cost of an undergraduate degree is such a high burden for most families.

  6. WIRED: Confronting the Gender Wealth Gap Webinar Recording

    In a world turned upside by a global pandemic, as schools and childcare providers have had to close their doors on and off again, progress toward gender equality has taken a back seat. Some even speculate that this may have set back gender equality by a decade. Better understanding of the gender pay gap—and even more so—the gender wealth gap, helps to position us to take action to improve our outlook.

  7. Spring Has Sprung and Interest Rates Climb

    By John C. Ogle | jcogle@atlaspwm.com

    Ability to “listen” to the markets assumes an understanding of what drives certain indicators. As we know, pure interest rates (such as U.S. Treasury Rates) are driven by two factors: economic growth expectations, and expectations for the rate of inflation.

  8. Surveying The Battle Field – What We Learned About Investing In 2020

    By John C. Ogle | jcogle@atlaspwm.com

    As we continue navigating this climate, we look forward to bringing you these types of communications and aim to answer the questions of the day.

  9. The Atlas Advantage: A Decade in Review

    By Kollin F. Allard, CRPC® | kallard@atlaspwm.com

    Erik the Red, Ferdinand Magellan, Blackbeard, and countless others depended on Atlas to guide them safely to their final destination. It makes me think of our business – the journey we have gone through as a firm, our role in the industry, and how we educate and navigate our clients down a path targeting their unique life goals.

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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