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    Atlas Highlights – Fall 2022

    Fall has arrived! As we look forward to the upcoming holidays, we reflect on what Atlas team members have been doing in recent months.

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  1. Atlas Highlights – Summer 22

    Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.

  2. Atlas Highlights – Spring 2022

    Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.

  3. Atlas Highlights – Winter 21-22

    Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.

  4. Atlas Highlights – Fall 2021

    As we drift into cooler weather we have a few exciting announcements for you!

  5. 2021 RMDs – A Reminder You Must Take It…

    As part of our process, Atlas advisors review and assist clients with the management of RMDs.  We do this to make a potentially cumbersome administrative activity easy for our clients, but also for providing guidance on the financial planning aspect and tax implications associated with the distributions.

  6. Atlas Highlights – Summer 2021

    Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.

  7. A Letter From Susan

    By Susan Dellaghelfa

    I’m writing to let you all know that I will be retiring from Atlas this summer.

  8. 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.

  9. Does the 2021 Tax Filing Extension Apply to You?

    By Brendan Walsh | bwalsh@atlaspwm.com

    As we approach the traditional April 15 tax filing deadline, you may be aware that the IRS recently announced an extension of time to file a 2020 individual tax return until May 17, 2021.

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