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.
-
An Economy in Bloom
-
Does the 2021 Tax Filing Extension Apply to You?
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.
-
Atlas Highlights – Spring 2021
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
-
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.
-
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.
-
The Atlas Advantage: A Decade in Review
By Kollin F. Allard, CRPC® | kallard@atlaspwm.com
Erik the Red, Ferdinand Magellan, Blackbeard, and countless others depended on Atlas to guide them safely to their final destination. It makes me think of our business – the journey we have gone through as a firm, our role in the industry, and how we educate and navigate our clients down a path targeting their unique life goals.
-
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.
-
Cybersecurity Awareness with Atlas’ COO
By Kristen Schreer | kschreer@atlaspwm.com
Fraud attempts are a reality for everyone, they are both ever changing and take various forms. Keeping your information secure is a top priority for Atlas.
-
Planning for Incapacity
By Christopher Aiello | caiello@atlaspwm.com
What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs?
Atlas Private Wealth Management will be with you every step of the way as you are getting started in your financial life.
Receive Our Newsletters
Subscribe for the latest news, events, and happenings
