What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or common themes that arise from our conversations with clients, you can read about it here. We’re glad to have you reading along and hope you will keep checking in.
Monday, November 30, 2020
The Week on Wall Street Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard &...
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Tuesday, November 24, 2020
The Week on Wall StreetDespite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns.The Dow Jones Industrial Average fell 0.73%, while the...
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Wednesday, November 18, 2020
Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to...
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Monday, November 16, 2020
The Week on Wall Street News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh...
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Wednesday, November 11, 2020
Former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race and bringing an end to the highly contested 2020 election. The new president-elect benefited...
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Monday, November 9, 2020
The Week on Wall Street Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.The Dow Jones...
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Monday, November 2, 2020
The Week on Wall Street Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad. The Dow Jones Industrial Average slid 6.47%, while the Standard &...
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Thursday, October 29, 2020
Today’s market conditions may feel a bit uncertain. Between international trade tensions, changes from the Federal Reserve, and increased volatility, some investors react emotionally and may want to make changes to their...
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Monday, October 26, 2020
The Week on Wall Street The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week. The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s...
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Thursday, October 22, 2020
October 22, 2020 As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes should you prepare for in the next four...
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Monday, October 19, 2020
The Week on Wall Street Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies.The Dow Jones...
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Wednesday, October 14, 2020
Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as possible despite the ongoing impact from COVID-19. While the number of new daily...
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Monday, October 12, 2020
The Week on Wall Street Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill.The Dow Jones Industrial Average rose 3.27%, while the Standard & Poor’s 500...
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Monday, October 5, 2020
The Week on Wall Street Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings....
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Thursday, October 1, 2020
Check out this article: This is Why so Many Women Face Poverty in their Old Age
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Wednesday, September 30, 2020
The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup. Salesforce.com, Amgen Inc.and Honeywell International Inc. have replaced Exxon Mobil Corp....
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Monday, September 28, 2020
The Week on Wall Street Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases.The Dow Jones Industrial...
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Sunday, September 27, 2020
Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other years, going back to...
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Monday, September 21, 2020
The Week on Wall Street Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors.The Dow Jones Industrial Average declined 0.03%, while the Standard...
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Monday, September 21, 2020
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today's average 65-year-old woman will live to age...
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Monday, September 14, 2020
The Week on Wall Street Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus. The Dow Jones Industrial Average...
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Tuesday, September 8, 2020
The Week on Wall Street A late week sell-off sent stocks broadly lower as investors took some profits after stocks reached all-time highs earlier in the week. The Dow Jones Industrial Average slid 1.82%, while the Standard & Poor’s...
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Monday, August 31, 2020
The Week on Wall Street Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate. The Dow Jones Industrial...
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Monday, August 24, 2020
The Week on Wall Street Stocks powered to another week of gains as the S&P 500 and Nasdaq Composite set multiple new record highs along the way.The Dow Jones Industrial Average was essentially unchanged while the Standard & Poor’s 500...
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Tuesday, August 18, 2020
The Week on Wall StreetStock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal-spending measure. The Dow Jones Industrial Average gained 1.81%,...
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Monday, August 10, 2020
The Week on Wall StreetOverlooking stalled efforts by Congress to pass a new fiscal stimulus bill, stocks marched higher last week with the Dow Jones Industrials leading the way and the NASDAQ Composite setting multiple fresh record...
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Friday, June 26, 2020
I am not sure what else to call our family vacation this year…. Like many other families, our travel plans were turned upside down by the pandemic. Now, we are left wondering where to go and what to do? We definitely want to get...
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Monday, May 11, 2020
As I sit in my home office (aka the kitchen) during the unprecedented times, my teenage twins have finished their daily school work and are Zooming (a new verb!) their friends. I hear them talking not only about how much they miss each...
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Friday, October 18, 2019
This fall I have had many friends drop their oldest child off at college for the first time. Some have shared the excitement of this next step, others the chaos of setting up the dorm room, and for others the loneliness of coming home...
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Thursday, July 25, 2019
Ahhh, Summertime! Time for vacations, get togethers, the beach, BBQs and long-term care discussions with family. Wait, say what??? OK – that last one doesn’t quite fit the typical summertime experience but let me explain!...
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Thursday, June 27, 2019
When the words “Estate Plan” are mentioned, many people conjure up images of a stodgy attorney reading a letter to a group of formally dressed relatives in the library of a mansion… just waiting to see who will get...
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Friday, May 17, 2019
At Atlas Wealth Strategies, we talk a lot about Knowledge and Empowerment. We want our clients to feel self-assured when discussing their financial goals. Unfortunately, there is a true gender gap that exists when it comes to feeling...
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Thursday, April 25, 2019
10 Benefits of Working with Financial Planner Research shows that people who have financial plans – and who work with financial advisors – save and invest far more and are more likely to feel on track or ahead of...
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Tuesday, February 26, 2019
Consider the following… An energy company fails to uphold sound health and safety standards… In 2010, while in the Gulf of Mexico, one of the company’s oil rigs suffers a massive explosion. Shareholders lose 50% of...
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Tuesday, January 29, 2019
What role do women play in the world of investment? An ever increasing one. That being said, recent research shows that there remains a gap between men and women when it comes to taking part in long-term financial planning and investment.
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Thursday, December 27, 2018
LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is filled with investment insights and market guidance for the year ahead. LPL Research believes the following three themes will be key to the...
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Tuesday, November 13, 2018
The more conversations I have with family, friends, neighbors and clients, the more the topic of caring for an aging parent or spouse comes up. I am continually surprised just how many families are affected by this (my own included)....
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Wednesday, October 10, 2018
Do you know when you will retire? If you have an age in mind for retirement, and a financial plan to back it up, you are ahead of many Americans who have little or no retirement plan to speak of. That said, recent data suggests that the
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Wednesday, September 19, 2018
I am often asked by my clients, as a financial planner, should I have a will or trust? The short answer is YES! If you own assets and want to make sure at death they go to whom you intend them to go, a simple will or trust is a great...
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Wednesday, September 12, 2018
There are many reasons why financial planning is especially important for women, but the following article focuses on three important ones: 1. Longevity; 2. The Wage Gap; 3. Providing Care For Others. Like many factors that impact...
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Monday, July 30, 2018
Understanding the need to plan for long-term care is important for everyone, especially women. Although many of us don't want to talk about it, the majority of us will have to confront a long-term care event at some point in our lives....
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