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COVID-19 and evolving market events… an update from John Ogle, CIO
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The Coronavirus and the Markets… an update from John Ogle, CIO
By John C. Ogle | jcogle@atlaspwm.com
As you are probably aware, over the last week the U.S. equity markets have sold off, losing over 10% from their recent highs. This is being driven by concerns that the Coronavirus (COVID-19) will continue to spread, negatively impacting global commerce and the potential for accelerated economic growth.
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2019 Year End Letter
By John C. Ogle | jcogle@atlaspwm.com
At this time of year I find it satisfying to take account of the year past. I enjoy reflecting on goals achieved and plans that changed, expectations fulfilled and those that failed to turn out. Surprises – yes, there are always surprises. Markets sometimes surprise me too.
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Tax Planning for Capital Gains
As stock shares generally appreciate in value over longer periods we should know that eventually, we will have to pay taxes when we sell the shares. The question then becomes, what are some strategies to lower the capital gains hit?
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Atlas Community Highlights Q4 2019
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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In a Time of Rising Healthcare Costs, Are You Getting the Most out of your HSA?
By Robert Palmer, CFP® | rpalmer@atlaspwm.com and Sara Casale | scasale@atlaspwm.com
A health savings account (HSA) is a tax-exempt vehicle that can be used to pay or reimburse certain medical expenses. An HSA can be especially helpful to offset medical costs in retirement, which is usually a retiree’s largest expense.
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The Bond Market and Income Generation in the Future
By John C. Ogle | jcogle@atlaspwm.com
As we all are aware, interest rates are at historic lows. In fact, rates have been coming down rather consistently for the last thirty-five years. In the mid-1980’s, one could invest in a 30-year U.S. Treasury bond and receive a rate of over 14% for the next three decades.
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Atlas Community Highlights Q3 2019
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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Don’t Let Volatility Derail Your Long Term Plans
By John C. Ogle | jcogle@atlaspwm.com
A hope for a better future for ourselves and family. Our retirement. Our financial security. Our investments. Economic and political uncertainty. Headlines. Twitter. CNBC. Market volatility.
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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