Wealth Building Strategies While Raising a Family Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart investing. Building a career and raising a family requires management skills. Juggling your time, priorities, and money now while planning for [...]
About atlasThis author has not yet filled in any details.
So far atlas has created 20 blog entries.
A Letter To Our Clients December 3, 2019 Dear Valued Investor: Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors. One year ago after publishing Outlook 2019 we were all tested with market volatility, and that’s [...]
A Letter To Our Clients November 7, 2019 Dear Valued Investor: Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave of important economic updates that delivered more treats than tricks and helped the stock markets reach [...]
Estate Planning Checklist Because you've worked hard to create a secure and comfortable lifestyle for your family and loved ones, you'll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and [...]
A Letter To Our Clients October 3, 2019 Dear Valued Investor: Summer has turned to fall, and there’s already a little chill in the air. Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far, although we [...]
A Letter To Our Clients September 4, 2019 Dear Valued Investor: The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new record highs in late July, the S&P 500 Index dropped approximately [...]
Volunteer Vacations They could be among the most memorable journeys you take. Travel with a difference: the essence of the volunteer vacation. You take the trip, you help make the difference for others, and perhaps you see the world differently as a byproduct. If you are thinking about [...]
Plan Ahead to Ease Travel Headaches Waiting in a winding airport security checkpoint line is just one of many potential headaches today's travelers experience. In order to help ease the stress of traveling, review guidance from the officials who oversee our nation's travel rules and regulations. The Transportation [...]