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    Atlas Highlights – Fall 2021

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

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  1. 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.

  2. Atlas Highlights – Summer 2021

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

  3. A Letter From Susan

    By Susan Dellaghelfa

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

  4. 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.

  5. Student Loan Education Series Part 2

    Timothy Hamilton CFP®, CIMA®, CSLP® | thamilton@atlaspwm.com

    This segment is relevant to anyone with managing their student loans no matter their profession, especially those that have large debt levels due to extensive postgraduate education. Listen in at your own leisure and learn potential strategies to support the next steps of your educational and career journey today.

  6. Student Loan Education Series Part 1

    Timothy Hamilton CFP®, CIMA®, CSLP® | thamilton@atlaspwm.com

    We’d like to congratulate Atlas’ Senior Vice President, Tim Hamilton CFP®, CIMA®, CSLP® on earning his Certified Student Loan Professional (CSLP®) designation.

  7. 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.

  8. Atlas Highlights – Spring 2021

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

  9. 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.

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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