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    That Holy Grail Called Retirement

    In movies, novels, and even in real life, there are those who dedicate their life’s work to searching and discovering. Whether the search is for sunken treasure, the fountain of youth, a spiritual vortex, a cure for cancer, or the Holy Grail, there must be a calculated plan in place—a map to help guide you to your destination.

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  1. Financial Planning, Investment Management, John C. Ogle, Resources, News, Feb 15, 2021

    Surveying The Battle Field – What We Learned About Investing In 2020

    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.

  2. Financial Planning, Kollin Allard, Blog, News, Jan 20, 2021

    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.

  3. Financial Planning, Investment Management, John C. Ogle, Resources, News, Nov 19, 2020

    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.

  4. Financial Planning, Resources, News, Oct 20, 2020

    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.

  5. Financial Planning, Tax Planning, J. Christopher Aiello, Resources, News, Oct 13, 2020

    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?

  6. Robert Palmer, Financial Planning, Resources, News, Oct 10, 2020

    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.

  7. Financial Planning, Barry Rings Jr., Blog, Resources, News, Sep 28, 2020

    Life Insurance Awareness… Common Mistakes

    By Barry Rings | brings@atlaspwm.com

    Wealth Management Advisor, Barry Rings Jr. CFP, shares common misconceptions when considering life insurance

  8. Financial Planning, Tax Planning, Robert Palmer, Webinars, Resources, Jul 23, 2020

    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.

  9. Financial Planning, Barry Rings Jr., Blog, Jul 14, 2020

    A New Perspective

    By Barry Rings Jr, CFP® | brings@atlaspwm.com

    As I have gotten older, I have tried to be diligent about expanding my knowledge by reading books on a variety of topics including nature, finance, psychology, and more. I think there is something to be said for being well versed in a multitude of different areas.

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