Estates and Trusts Overview
atlas2019-11-08T20:55:24+00:00Estates and Trusts Overview View Article: Estates and Trusts Overview (PDF)
Estate Planning Checklist
atlas2019-11-03T16:06:13+00:00Estate 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 [...]
October 3, 2019
atlas2019-10-12T14:12:37+00:00A 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 [...]
September 4, 2019
atlas2019-09-10T12:21:58+00:00A 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
atlas2019-08-07T03:29:36+00:00Volunteer 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
atlas2019-08-07T03:27:17+00:00Plan 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 [...]
529 Plans: Taking Distributions
atlas2019-08-07T03:24:54+00:00529 Plans: Taking Distributions Parents looking to take advantage of the many benefits of a 529 plan will want to know the full details on which educational expenses qualify for tax-free distribution status -- and which do not.1 In Publication 970, the IRS gives detailed guidance on qualified [...]
401(k) Decisions — You Can Take It With You
atlas2019-08-07T03:22:25+00:00401(k) Decisions -- You Can Take It With You If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer's retirement plan? Although many people choose to take a cash distribution, there are other options that may [...]
August 1, 2019
atlas2019-08-02T22:05:20+00:00A Letter To Our Clients August 1, 2019 Dear Valued Investor: This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major [...]
How to Focus on What Really Matters in the Markets
atlas2019-07-07T15:07:35+00:00How to Focus on What Really Matters in the Markets The LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is here to provide economic and market guidance as well as investment recommendations to help us navigate the second half of [...]
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