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