retirement

Aug 28

The Times They are A-Changin’ (Incrementally) – Social Security in 2018

Most people in the neighborhood of retirement age will remember the classic by Bob Dylan, The Times They are A-Changin’. He wrote this song in a time of cultural revolution and political unrest, as a symbol of a world that would never be the...

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Aug 15

Social Security and Retirement Income – Navigating the New Rules

When you enter a new phase of life, people love to offer you advice on the first thing to do when you get there.

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Aug 01

Social Security in 2018 – Changes in 3-D

3-D printing has revolutionized production, problem-solving, and manufacturing. The creation of 3-D items, once only the right and privilege of factory owners and designers, is now available to the rest of us. When printing in 3-D, you can see...

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Feb 06

See The Current Market Decline in Context

If we’ve been doing our job as your fiduciary advisor, you might already be able to guess what our take is on current market news: Unless your personal goals have changed, stay the course according to your personal plan.

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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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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 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 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 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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Jun 07

7 Principles to Help You Plan for Retirement Like a Pro: Principle #3: Good Things Come to Those Who Wait (to Claim Social Security)

From the very first time you go off to work, you look forward to payday. Getting that first paycheck was the payoff for the hours you spent doing something other than just having fun. Claiming Social Security may seem like a hard-earned reward...

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Atlas Wealth Advisors

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Investment Insights

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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
• How to use market risk to your advantage
• What to do with a "unicorn"
...and much more.