Recession Watch Dashboard
With the transfer of leadership in America, the state of the economy is on many people's minds. LPL Research provides a comprehensive view of the odds of a recession starting within the next year. Utilizing proprietary analysis they are able to keep pulse of our position in the economic cycle. Read more...Recession Watch Dashboard
You are an expert at your own profession, but may not be sure which path to take with investments. Many people have uncertainty around where they should be financially and how best to set and achieve their goals.
Most of our clients face family-related financial planning decisions. Do you have concerns like these?
- Am I saving enough for my retirement?
- How will we afford college for our kids?
- What will my financial outlook be after my divorce?
- I have an aging parent who has become ill. How will this affect my financial standing?
- What questions should I be asking my mother’s attorney and accountant about her estate?
- Life is so busy right now, what am I missing?
The Atlas Wealth Strategies team draws on our deep knowledge about investments when making recommendations. You can rely on us as a sounding board, your trusted advisors guiding you through the process.
At the end of the day, it’s your money. We want to help you make the most of it.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Earnings season can move markets. What is it and why is it important?
What can be learned from the savings rate?
It's important to make sure your retirement strategy anticipates health-care expenses.
Six overlooked tax deductions to help manage your tax bill.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Here is a quick history of the Federal Reserve and an overview of what it does.
When do you need a will? The answer is easy: Right Now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The market is as unpredictable as the weather. We’d love to help you prepare.
How will you weather the ups and downs of the business cycle?
$1 million in a diversified portfolio could help finance part of your retirement.