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    Atlas Highlights – Spring 2022

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

    Read the Full Blog

  1. Discussion with John Ogle, Atlas Chief Investment Officer – Investing 101

    By Tim Hamilton, CFP®, CIMA, CSLP |

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  2. What’s Next? Post Election Thoughts on the Markets

    By John C. Ogle |

    On a very macro level, we think that there will be a modest market reaction to the election in the coming weeks. Markets like gridlock in Washington, and with the potential for a divided Congress, we think the eventual political landscape will impede immediate implementation of at least two of the more noteworthy Biden policy initiatives.

  3. Cybersecurity Awareness with Atlas’ COO

    By Kristen Schreer |

    Fraud attempts are a reality for everyone, they are both ever changing and take various forms. Keeping your information secure is a top priority for Atlas.

  4. Planning for Incapacity

    By Christopher Aiello |

    What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs?

  5. May You Live in Interesting Times

    By John C. Ogle |

    This year has been like no other, and at Atlas we’re preparing for what will no doubt be an interesting few months of political, economic and social give-and-take.

  6. Fall 2020 Atlas Highlights

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

  7. 4 Simple Steps to Start Building a Financial Plan

    By Robert Palmer |

    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.

  8. Life Insurance Awareness… Common Mistakes

    By Barry Rings |

    Wealth Management Advisor, Barry Rings Jr. CFP, shares common misconceptions when considering life insurance

  9. Understanding Roth Conversions Webinar

    On August 18th, 2020, clients and community members had the opportunity to watch our live “Understanding Roth Conversions Webinar.” Recent legislation has significantly changed the landscape of retirement planning. Learn about the potential benefits and impacts to consider from these new provisions in the recording of this webinar, now available for on-demand viewing.

Atlas Private Wealth Management will be with you every step of the way as you are getting started in your financial life.

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