By John C. Ogle | jcogle@atlaspwm.com
ESG (Environmental, Social and Governance) and SRI (Socially responsible investing) are themes that are becoming more prevalent in the investing world. As a firm, we at Atlas recognize this, and have developed a considered approach to the issue.
By John C. Ogle | jcogle@atlaspwm.com
With the recent increase in market instability, we have been working diligently to analyze it all and define the path to set for the future. So, we want to take the time to briefly share our views with the hope that we can provide some consolation and guidance as we begin the New Year.
By John C. Ogle | jcogle@atlaspwm.com
We think that this fear of rising rates is one of the most unsupported and exaggerated investment themes in memory, and we’ll offer some historical evidence that shows that most investors have far less to fear than they think.
By John C. Ogle | jcogle@atlaspwm.com
Anyone that studies the markets knows that for equities and certain classes of fixed income securities, it is earnings (or profits) that propel and support valuations.
By John C. Ogle | jcogle@atlaspwm.com
The first quarter of the year has been eventful for the economy and markets, to say the least. We saw a return of volatility in the markets – more than we had seen for many months.
It’s hard to open The Wall Street Journal these days without being reminded that U.S. equity markets are at historic highs. How do these market highs compare to history, and what can we learn from looking at the big picture?
With the first half of 2017 coming to a close, we’re seeing a shift in equity market leadership, with European large-cap stocks emerging from their doldrums and international stocks generally showing attractive returns.
Here you will find third party resources which are useful at any stage of your financial journey. Whether you are planning for college or navigating eldercare issues, these links are a great starting point. Have questions about the information shown? Contact your Atlas Private Wealth Management Advisor for more information.
Approaching the end of the first quarter of 2017, and the first stanza of the new Trump administration, it seems reasonable to review our 2017 outlook published earlier this year. Recent events and economic reports provide more optimism for the direction of the U.S. economy, but there are concerns that cannot be overlooked. We’ll examine just a few factors here.
With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the 2016 Investment Company Fact Book, 20 million U.S. households (about 16.3%) owned Roth IRAs in 2015.