Atlas 2018 Q3 Newsletter
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Wealth Managemen

Four Simple Steps to Retain Widowed Clients

The death of a client is never a pleasant experience, but you can employ tangible steps now to educate and prepare couples for this inevitability.

Many financial advisors understand that when it comes to wealth management, most couples do not equally share decision making roles. This disparity in client involvement and education tends to surface only when the decision maker passes away, and more often than not, it’s the wife who’s left behind to bear this burden. To a certain degree, it makes sense – with today’s aging population and increased lifespan, widowhood is becoming a reality for many women. In fact, women age 65 and older are three times more likely than men of the same age to be widowed (40 percent vs. 13 percent).

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Press Investment News

Advisers can demonstrate value proposition with downside protection to calm investors’ volatility fears

Scott Hammel, a financial adviser at Atlas Wealth Advisors in Dallas, said that he had clients who wanted to focus on a downside-protection strategy years ago when the market was still on a consistently upward trajectory. Now, even after the market’s correction, they are sitting pretty, he said.

While he finds robo-advisers to be helpful with their downside protection and tax-loss harvesting offerings, he said they do not provide the type of advice that would leave clients comfortable making all the financial decisions by themselves. As robo platforms become less simple, that’s where an adviser can step in to provide a personal touch and a bit of perspective.

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Dallas Morning News

A Canoe Adventure For a Great Cause

Two Richardson friends turned a personal adventure into a fundraiser for a favorite charity for military and first responders, paddling mostly non-stop down two Texas rivers for 80 hours and raising more than $10,000 for Carry the Load.

Adam Keller and Philip Athey decided they would tackle the grueling Texas Water Safari, 260-miles of self-inflicted physical abuse that bills itself as “the world’s toughest canoe race.” The event stretches from San Marcos to Seadrift on the Gulf coast. Paddling day and night in the summer heat with only brief stops to replenish supplies and take cat naps, the pair were advised in advance that turning the trip into a fund raiser would help motivate them to keep moving.

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Carry the Load

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