Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
-
Fall 2020 Atlas Highlights
-
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.
-
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.
-
A market commentary from Atlas’ Chief Investment Officer, John Ogle, as he shares thoughts on what we witness in the market during an election year
By John C. Ogle | jcogle@atlaspwm.com
It’s important to bear in mind that historically, the markets don’t convey much information about the election other than the immediate three month period before the election. While market participants are watching the direction of current polling data and the possible outcome, markets are currently being much more influenced by factors such as the economic and financial impacts of the Coronavirus
-
Q2 in Review – 3 months off the low. What now?
By John C. Ogle | jcogle@atlaspwm.com
The second quarter of 2020 was a historic one by almost any economic metric. But, while we saw the worst economic decline in most of our lives, we also witnessed the current willingness of governments to act quickly to curtail economic decline and the resulting resiliency of the markets.
-
Webinar | Atlas Advisor Briefing: FAQs
Atlas Wealth Management Advisors Discuss Investment and Financial Planning Considerations During the Coronavirus Pandemic
-
A breakdown of the most recent IRS Notice 2020-51 and what it might mean for you… Atlas’ Tax Team weighs in
The IRS has extended the rollover deadline for RMDs taken from IRAs or company plans in 2020. The IRS has stated that any unwanted 2020 RMDs may be repaid via rollover to the original IRA or company plan by August 31, 2020.
-
How the landscape of IRAs has changed prior to and during coronavirus… Atlas’ Director of Financial Planning, weighs in…
By Robert Palmer | rpalmer@atlaspwm.com
As planners, we often navigate with our clients the various outcomes that can arise when making Roth contributions and Roth conversions.
Atlas Private Wealth Management will be with you every step of the way as you are building wealth and securing your financial future.
Receive Our Newsletters
Subscribe for the latest news, events, and happenings
