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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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  1. 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.

  2. Planning on Call: Diversity in Healthcare, Interview with Dr. Jen Lee, health policy and social justice advocate

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    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.

  3. Surveying The Battle Field – What We Learned About Investing In 2020

    By John C. Ogle | jcogle@atlaspwm.com

    As we continue navigating this climate, we look forward to bringing you these types of communications and aim to answer the questions of the day.

  4. Planning on Call: Merging Lives and Starting a Family Part 2, Interview with hospitalist Dr. Mike Brunnquell

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    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.

  5. Planning on Call: Merging Lives and Starting a Family Part 1, Interview with spouse Katie O’Hea

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    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.

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

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    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.

  7. Planning on Call: Interview with Nate Van Kouwenberg, Health and Fitness of High Performers

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    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.

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

    By John C. Ogle | jcogle@atlaspwm.com

    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.

  9. Planning on Call: Interview with Brandon Unger, a Lifetime Student of Insurance

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    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.

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