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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.

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  1. What Does the Great Resignation Mean for Your Financial Health?

    By Toby Potterton, CRPC® | tpotterton@atlaspwm.com

    Following the mass reduction in workforce payrolls in 2020, we have seen a powerful resurgence in the demand for workers across almost all levels of service and industries.

  2. The Markets ‘Through the Looking-Glass’ – A Reflection on Recent Events and Q1

    By John C. Ogle | jcogle@atlaspwm.com

    Atlas’ CIO, John Ogle, Takes a Look at Recent Events in Ukraine, and Shares Insight on the Current Market Volatility in his Quarterly Update

  3. Atlas’ CIO, John Ogle, takes a look at recent events in Ukraine, and offers guidance on how to navigate current markets.

    By John C. Ogle | jcogle@atlaspwm.com

    We, at Atlas, are very concerned about the humanitarian crisis facing the people of Ukraine, the refugees, and the neighboring countries that are struggling to provide for them. This is a disastrous situation that seems to have no defensible reason for having occurred other than the callousness of a dictatorial regime bent on conquering a territory that it wrongfully claims authority over. Few invasions of a territory in recent history have triggered the kind of international opposition that this one has. Our hearts go out to all those families affected by this, and we hope for a resolution soon.   

  4. The Year of the Jolly Banker?

    By John C. Ogle | jcogle@atlaspwm.com

    As earnings are the primary long-term driver of stock prices, this is a very important reporting season, as it comes off a period of exceptional growth for profits and is perhaps heading into a period of greater difficulty in sustaining those growth rates.

  5. Financial and Life Changes – Marriage and Divorce

    By Suzanne Beczak | sbeczak@atlaspwm.com

    Change can be exciting and adventurous; however, abrupt and unexpected changes can catch you off guard and leave you unprepared for what comes next in life.

  6. 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…

  7. 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.

  8. 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.

  9. 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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