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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Successfully Transferring Wealth to the Next Generation
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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.
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May You Live in Interesting Times
By John C. Ogle | jcogle@atlaspwm.com
This year has been like no other, and at Atlas we’re preparing for what will no doubt be an interesting few months of political, economic and social give-and-take.
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A market commentary from Atlas’ Chief Investment Officer, John Ogle, as he shares insight on what has been occurring in the markets over the past few months
By John C. Ogle | jcogle@atlaspwm.com
We think that global bank interventions, combined with aggressive fiscal policies have provided a safety net that the markets desired, and then some. We could parse out pieces of these programs, and debate the long-term effects of this level of government intervention in markets, but throughout the Summer… it is evident that investor’s spirits were buoyed.
Atlas Private Wealth Management will be with you every step of the way as you navigate the world of retirement. This is a new phase of life for you and we are here to simplify it.
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