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    Atlas Highlights – Summer 2023

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

    Read the Full Blog

  1. Fall 2020 Atlas Highlights

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

  2. 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.

  3. 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

  4. 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.

  5. 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

  6. 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.

  7. Webinar | Atlas Advisor Briefing: FAQs

    Atlas Wealth Management Advisors Discuss Investment and Financial Planning Considerations During the Coronavirus Pandemic

  8. A breakdown of the most recent IRS Notice 2020-51 and what it might mean for you… Atlas’ Tax Team weighs in

    By Brendan Walsh, David Ralph| bwalsh@atlaspwm.com

    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.

  9. 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.

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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