By John C. Ogle | jcogle@atlaspwm.com
In this piece, we’ll take a look at some of the misconceptions that are common in the investment arena.
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Investor Behavior: Forgotten Truths and Open Secrets in Investing
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An Economy in Bloom
By John C. Ogle | jcogle@atlaspwm.com
Having seen markets rebound so well over the last year, insightful investors will refocus their work on looking toward the future. We at Atlas are no different.
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Successfully Transferring Wealth to the Next Generation
With all that has transpired over this last year, we have all likely reflected on what is important to us. At Atlas, we strive to prepare our clients, colleagues, and friends with the knowledge they need to meet their own personal goals… but what happens next?
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Q1 2021 – Bonds Down, Stocks Up. But That’s Not the Whole Story.
By John C. Ogle | jcogle@atlaspwm.com
We at Atlas have learned some valuable lessons in the last year, re-learned others, and feel encouraged about the future.
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WIRED: Confronting the Gender Wealth Gap Webinar Recording
In a world turned upside by a global pandemic, as schools and childcare providers have had to close their doors on and off again, progress toward gender equality has taken a back seat. Some even speculate that this may have set back gender equality by a decade. Better understanding of the gender pay gap—and even more so—the gender wealth gap, helps to position us to take action to improve our outlook.
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Spring Has Sprung and Interest Rates Climb
By John C. Ogle | jcogle@atlaspwm.com
Ability to “listen” to the markets assumes an understanding of what drives certain indicators. As we know, pure interest rates (such as U.S. Treasury Rates) are driven by two factors: economic growth expectations, and expectations for the rate of inflation.
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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.
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Time to Stay Focused
By John C. Ogle | jcogle@atlaspwm.com
Perhaps never before have we faced such tumult in such an already uncertain time. For investors, it’s time to stay focused on the future.
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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.
