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.
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Savvy Women, Smart Investors
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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.
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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
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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.
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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.
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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.
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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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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.
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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.
