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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. 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.

  2. 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.

  3. 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.

  4. 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?

  5. 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.

  6. Fall 2020 Atlas Highlights

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

  7. 4 Simple Steps to Start Building a Financial Plan

    By Robert Palmer | rpalmer@atlaspwm.com

    These first steps are just the foundation of the financial planning process. There are many intricate layers to financial planning such as tax planning implications, investment strategies, life insurance considerations, estate planning and more.

  8. Life Insurance Awareness… Common Mistakes

    By Barry Rings | brings@atlaspwm.com

    Wealth Management Advisor, Barry Rings Jr. CFP, shares common misconceptions when considering life insurance

  9. 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.

Whether you are just getting started or living in retirement, Atlas Private Wealth Management is here to provide advice, insight, and perspective.

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