Atlas Insights Blog

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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Aug 09

Quit Monkeying Around!

In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio...

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Aug 01

7 Principles to Help You Plan for Retirement Like a Pro: Principle #7: Spend and Invest Realistically

3 Retirement Spending Tips for the Road

Our principles thus far have been largely about preparing for your retirement journey, but this last one includes information about managing your money before and after retirement. By the time you’re...

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Jul 26

The Power of Markets

In 1958, economist Leonard Read published an essay entitled “I, Pencil: My Family Tree as Told to Leonard E. Read.” The essay, narrated from the point of view of a pencil, describes the “complex combination of miracles” necessary to create and...

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Jul 24

Client Journey: Finding Your Path Again

Earlier this year, in celebration of her 70th birthday and her Granddaughter Marissa's 13th, Atlas Wealth Advisors client Andrea Gray journeyed to New York, Philadelphia and Washington DC. Her adventures haven't stopped there. Recently we talked...

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Jul 20

7 Principles to Help You Plan for Retirement Like a Pro: Principle #6: Pay Fewer Taxes and Keep More of Your Money

3 Steps to Minimizing Taxes on the Road to Retirement

Minimizing taxes is like planning an international vacation around currency fluctuations.  Europe is amazing, but if the Euro is stronger than the Pound, maybe you should plan to spend some...

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Jul 11

Getting What You Don’t Pay For

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision.

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Jul 05

7 Principles to Help You Plan for Retirement Like a Pro: Principle #5: 3 Steps to Help You Invest Wisely for Retirement

Investing for your retirement journey is a lifelong endeavor, and – like any other journey – it involves some risk. How you approach investing for retirement directly affects whether you reach the destination you truly want or find yourself stuck...

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Jun 27

Evolution of Financial Research: The Profitability Premium

Since the 1950s, there have been numerous breakthroughs in the field of financial economics that have benefited both society and investors.

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Jun 20

7 Principles to Help You Plan for Retirement Like a Pro: Principle #4: Don’t Let Retirement Health Care Costs Be a Roadblock

When you retire, and say goodbye to co-workers, you also get to say goodbye to a lot of work related expenses like work clothes and gas for your commute.

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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:
• How to avoid buying high and selling low
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• What to do with a "unicorn"
...and much more.