By John Heslin | jheslin@atlaspwm.com
While U.S. equity markets have enjoyed a favorable 2021 to the point of this writing, more recently volatility has started to rise.
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Assessing Risks Amid Uncertainty
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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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2021 RMDs – A Reminder You Must Take It…
As part of our process, Atlas advisors review and assist clients with the management of RMDs. We do this to make a potentially cumbersome administrative activity easy for our clients, but also for providing guidance on the financial planning aspect and tax implications associated with the distributions.
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A Letter From Susan
By Susan Dellaghelfa
I’m writing to let you all know that I will be retiring from Atlas this summer.
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Does the 2021 Tax Filing Extension Apply to You?
As we approach the traditional April 15 tax filing deadline, you may be aware that the IRS recently announced an extension of time to file a 2020 individual tax return until May 17, 2021.
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Atlas Highlights – Spring 2021
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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Q1 2021 – Bonds Down, Stocks Up. But That’s Not the Whole Story.
By John C. Ogle | jcogle@atlaspwm.com
We at Atlas have learned some valuable lessons in the last year, re-learned others, and feel encouraged about the future.
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Spring Has Sprung and Interest Rates Climb
By John C. Ogle | jcogle@atlaspwm.com
Ability to “listen” to the markets assumes an understanding of what drives certain indicators. As we know, pure interest rates (such as U.S. Treasury Rates) are driven by two factors: economic growth expectations, and expectations for the rate of inflation.
Atlas Private Wealth Management will be with you every step of the way as you navigate the world of retirement. This is a new phase of life for you and we are here to simplify it.
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