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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Estate Planning and Charitable Giving Webinar
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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.
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For over 40 years the declining interest rate environment has been a tailwind for bond investors… Atlas’ CIO, John Ogle, breaks down how inflation, fed actions, and deglobalization are impacting the markets.
By John C. Ogle | jcogle@atlaspwm.com
In recent history beginning with the financial crisis in 2007, we have seen the U.S. Fed and other global central banks inject copious amounts of capital into the economy to keep economies on the growth track.
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There is ALWAYS more to the story… Atlas’ CIO, John Ogle, breaks down what we are seeing in the current markets.
By John C. Ogle | jcogle@atlaspwm.com
It is said in the world of economics that one number does not a trend make. We think that may well be the case here. As mentioned earlier, when we entered 2022 the economy was moving ahead nicely. The 6.9% growth rate for the last quarter of 2021 was more than double the 3.4% average rate from 1948 – 2022 . So, it is important to understand that this most recent report is no more a prophecy for the coming months than the Q4 2021 report was for this year.
