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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Surveying The Battle Field – What We Learned About Investing In 2020
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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.
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What’s Next? Post Election Thoughts on the Markets
By John C. Ogle | jcogle@atlaspwm.com
On a very macro level, we think that there will be a modest market reaction to the election in the coming weeks. Markets like gridlock in Washington, and with the potential for a divided Congress, we think the eventual political landscape will impede immediate implementation of at least two of the more noteworthy Biden policy initiatives.
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2020 Tax Planning in a Pandemic: Updates, Strategies & FAQs Webinar
2020 has been rife with challenges and uncertainty, and there is much to keep track of amid a global pandemic, an election year, and legislative changes. Listen to Brendan Walsh guide you through important concepts to think about as you prepare for your 2020 taxes.
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Cybersecurity Awareness with Atlas’ COO
By Kristen Schreer | kschreer@atlaspwm.com
Fraud attempts are a reality for everyone, they are both ever changing and take various forms. Keeping your information secure is a top priority for Atlas.
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Planning for Incapacity
By Christopher Aiello | caiello@atlaspwm.com
What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs?
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4 Simple Steps to Start Building a Financial Plan
By Robert Palmer | rpalmer@atlaspwm.com
These first steps are just the foundation of the financial planning process. There are many intricate layers to financial planning such as tax planning implications, investment strategies, life insurance considerations, estate planning and more.
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Understanding Roth Conversions Webinar
On August 18th, 2020, clients and community members had the opportunity to watch our live “Understanding Roth Conversions Webinar.” Recent legislation has significantly changed the landscape of retirement planning. Learn about the potential benefits and impacts to consider from these new provisions in the recording of this webinar, now available for on-demand viewing.
Atlas Private Wealth Management will be with you every step of the way as you are getting started in your financial life.
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