Atlas Insights Blog

Nov 07

Key Questions for the Long-Term Investor

Focusing on what you can control can lead to a better investment experience.

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below....

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Nov 02

End of Life Decisions, Lessons for the Sandwich Generation

As we wrap up the first half of our discussion on decisions facing people in the sandwich generation, we want to carefully step into the important, but often uncomfortable, subject of death. Your parents are probably more anxious about this than...

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Oct 24

Going Global: A Look at Public Company Listings

Trivia time: how many stocks make up the Wilshire 5000 Total Market Index (a widely used benchmark for the US equity market)?

While the logical guess might be 5,000, as of December 31, 2016, the index actually contained around 3,600 names. In...

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Oct 17

The Pros and Cons of Housing Options for Your Aging Parents

More than 70 percent of Americans over age sixty-five1 will need long-term care at some point in their life journey. Whether that care happens in their house, your house, or a care facility of some sort is directly correlated to their physical...

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Oct 11

The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” - David Booth

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Oct 09

Client Journey: Finding Your Passion in Retirement

Atlas clients Dale and Robin are childhood friends turned high school sweethearts.  Married right after college graduation, they moved to Dallas from Michigan after a snowy winter with a car full of belongings, Robin 8 months pregnant and $500....

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Oct 03

4 Tips for Performing a Financial Checkup with Your Aging Parents

Last time, we talked about those of us in the sandwich generation broaching the subject of personal finances with our aging parents. In the next few posts, we’ll delve into more practical steps.

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Sep 26

Helping Your Aging Parents – Get Organized

In part one of this series on the sandwich generation, we provided some tips on how to take care of yourself even when you are giving so much of your time and resources to your family. It’s easy to tune out a flight attendant when they announce,...

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Aug 29

3 Self-Care Tips for People in the Sandwich Generation

In years past, people taking care of both their children and their parents, often referred to as the sandwich generation, were typically in their 20s and 30s. As our life expectancies have increased, people in this stage of life are now faced...

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Aug 22

Back to School

With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen one’s pencil for a few important lessons before heading...

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If you're planning on using the stock market as you navigate your life goals, you need to understand how the market works. Without a clear picture, it's easy to get swept up in the latest news or to let fear drive your decision-making. But with a deeper understanding of how the market works, you should be able to invest with confidence. In this resource, you'll learn:
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