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    Atlas Highlights – Summer 2023

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

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  1. Relief rally and market commentary with Atlas’ CIO… John Ogle, shares insight on the past and current state of the market during COVID-19

    By John C. Ogle | jcogle@atlaspwm.com

    In April, the Bureau of Labor Force Statistics put the unemployment rate at 14.75%,[3] and it is expected to reach nearly 16% during the third quarter. Questions we have to ask… is the market detached from the economic reality? And what business does the stock market have in rallying, anyway?

  2. Questions and Commentary with Atlas’ CIO… John Ogle, shares deeper insight on questions raised during the COVID-19 market

    By John C. Ogle | jcogle@atlaspwm.com

    I’ve used the analogy of hiking across a valley… we know that we’ll be able to get to the other side because we can see it, but what we don’t know is exactly what the terrain will be like between here and there. There might be streams to cross or rough patches to deal with along the trail.

  3. The markets: An exercise of patience makes good practice… John Ogle, CIO, shares thoughts for consideration

    By John C. Ogle | jcogle@atlaspwm.com

    We believe to the extent an investor is properly positioned now, patience rather than force will prove to be a prudent strategy. With that, I offer the following…

  4. The markets: A forward looking mechanism… John Ogle, CIO, shares Atlas’ approach

    By John C. Ogle | jcogle@atlaspwm.com

    There is a well-known body of research that suggests that at any point in time, current market prices reflect all currently known information…

  5. Estate Planning During the Novel Coronavirus… Chris Aiello, Director of Trust & Estate Planning, shares considerations for any age

    By Christopher Aiello | caiello@atlaspwm.com

    Conventional wisdom says that only people who are older or wealthy need to create one of these or worry about estate planning in general. However, even people who are young and have modest amounts of assets should have a plan for when they die.

  6. Four Ways the CARES Act May Provide You Financial Relief… Robert Palmer, Director of Financial Planning, weighs in

    By Robert Palmer | rpalmer@atlaspwm.com

  7. Cutting through the noise on COVID-19 and government response… an update on the financial landscape from John Ogle, CIO

    By John C. Ogle | jcogle@atlaspwm.com

    Financial markets hit their highest pessimism levels in mid-March, on nearly the same calendar day that Bear Stearns collapsed 12 years ago. The difference is the response times. Policymakers are responding quicker and with more force now as compared to 2008.

  8. Making sense of the Fed’s new facilities and the Stimulus Package… an update from John Ogle, CIO

    By John C. Ogle | jcogle@atlaspwm.com

    On a more practical level, we view the recent market activity as an “event driven” correction rather than either a “cyclical” or “structural” selloff. Given this, along with our preference for history rather than hysteria, we are working to cut through the current chatter.

  9. Our effort to “flatten the curve”… an update from Atlas’ President and CEO, Gregory R. Britton

    By Gregory R. Britton | gbritton@atlaspwm.com

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