“Life’s most persistent and urgent question is,
‘what are you doing for others?’”

We honor the memory of a great
American: Dr. Martin Luther King, Jr., who
gave his life in service of creating a better
world for future generations.
Thank you, Dr. King.

A Season of Giving

The experience that is the novel coronavirus, created a host of difficulties for many individuals and organizations over the past year. While there were many trials, there were also many highlights for us to be able to reflect upon. From winter apparel and toiletry drives to a virtual fundraising gala … the needs do not stop so neither can we. Looking to the future, we know that what is to come may be uncertain, but in a time of need, we can all rally to support what means the most to us and our communities.

Atlas team members coordinated to support the missions of various organizations this past year including: Making Strides Against Breast Cancer of Albany, the City of Mission of  Schenectady and Maria College’s Pantry.

Throughout the year Maria College collects items to fulfill the needs of their students, from food insecurity to personal care needs. We were happy to be able to team up and support this cause brought to us by team member Lissa McNaughton. The use of this service offered by the college is both anonymous and confidential for its students.

During the winter months, the City Mission of Schenectady’s Operation Warm and Safe campaign provides over 1,300 coats along with other winter accessories for men, women, and children who need them. This organization does not receive government funding and is able to continue to operate through the support of generous community members, associations, and churches.

In case you missed it…

The Atlas Advantage Podcast Series: “Planning on Call” with Tim Hamilton 

Atlas launched its first podcast series “Planning on Call”, hosted by Senior Wealth Management Advisor, Tim Hamilton. Although many of Tim’s guests come from or have personal connections to the medical profession, everyone can gain some interesting perspectives from his interviews with professionals across industries.  Listen to Tim explore topics like: balancing work and family; career challenges for women; staying fit with limited time; or understanding the basics of investments or insurance. Join Tim in this exploration of shared and diverging life experiences to better understand important concepts as you manage today and plan for your financial future.

Keep up with Atlas wherever you are… Never miss a beat or upcoming event announcement and follow us where you are. You can keep up with Atlas news and events on Facebook, LinkedIn, Twitter, and now INSTAGRAM!

2020 Tax Planning in a Pandemic: Updates, Strategies & FAQs Webinar… Now Available On-Demand

On November 10, 2020, Brendan Walsh, Director of Tax Planning, reviewed legislative updates made in 2020 that could impact your taxes. In this webinar, Brendan reviews legislative changes, like the CARES Act, discusses common tax questions surrounding stimulus payments, and shares potential post-election changes we might anticipate in 2021.


Atlas Drop Box – Atlas has provided a secure drop box outside of our main entrance for clients that prefer an alternate way to deliver their personal documents.

In-Person Meetings by Appointment – We continue to encourage virtual meetings as the recommended meeting method; however, for clients that feel an in-person meeting is important to them, we have our Bullard, McLeod Community Room as a space for client meetings. The conference room offers a separate office entrance and COVID-19 related protocols for the protection of all meeting attendees. Please contact your advisor, if you are interested in exploring this as a meeting option.

Atlas Book Club: Atlas readers, come one, come all! – Atlas team member, Sunday Frost, continues to recruit new book club members. If you or anyone you know is interested in participating, reach out to Sunday at sfrost@atlaspwm.com today for more information. During this time of continued social distancing, all book club discussions will be held virtually.

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