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.
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.
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.
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.
Our Atlas hosts Suzanne Beczak, Associate Wealth Management Advisor, and Lissa McNaughton, Director of Retirement Services, joined special guest, Susan Kay, Director of Business Development at MFS Investment Management, to discuss the importance of planning for retirement and various life events that often impact a woman’s financial plans.
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.
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
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.
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.
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