Monthly Archive


Welcome to our Archives page. On this page you will find totaly 18 of our articles broken down into Months and Years.
Atlantic Capital Management

Keeping Holiday Spending Under Control

What little steps can you take to keep from getting carried away? You’ve seen the footage on the news. You’ve been in the middle of it. You’ve stood in the vexing lines. You’ve circled for the e read more..

Atlantic Capital Management

No Good Deed Goes Unpunished: The High Price of Today's Broken 401(k)

If the road to hell is paved with good intentions, perhaps the same could be said about many of today’s 401K plans.  Employers craft benefit packages with the best of intentions, yet, there’s a go read more..

Atlantic Capital Management

Fall Financial Reminders

The year is coming to a close. Have you thought about these financial ideas yet? As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you mi read more..

Atlantic Capital Management

Examining the Retirement Account Shortfall

Why aren’t we saving as much as we should? We know that qualified retirement plans and IRAs are prime long-range savings vehicles; we use them to accumulate assets and invest for the future. So w read more..

Atlantic Capital Management

Adjusting to Retirement

What people don’t always realize about life after work.   If you have saved and invested consistently for retirement, you may find yourself ready to leave work on your terms – with abundant free read more..

Atlantic Capital Management

7 Things To Know About a Solo 401(k) Plan

1.  A Solo 401(k) is Simple Setting up a Solo 401k makes a lot of sense for sole proprietors, owners of an S Corporation, C Corporation or partnership.  Initially my business was structured as a read more..

Atlantic Capital Management

Individual 401(k)

An individual (solo) 401k provides substantial pretax investment opportunities for individual consultants and business owners. Business owners without employees may be able to contribute more by read more..

Atlantic Capital Management

Couples Retiring on the Same Page

Agreeing about what you want from retirement is crucial. What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roug read more..

Atlantic Capital Management

Donating Highly Appreciated Stock

It can give you a tax break. It can give a charity a tax break in the future.    Why sell shares when you can gift them? If you have appreciated stocks in your portfolio (and you hold them in a read more..

Atlantic Capital Management

Rising Interest Rates

How might they affect investments, housing & retirees? How will Wall Street fare if interest rates climb back to historic norms? Rising interest rates could certainly impact investments, the read more..

Atlantic Capital Management

Milestones for Rebalancing a Portfolio

If you’re a regular reader, you know that we strongly encourage DIY investors to allocate the assets in their portfolios to reflect both breadth across markets and depth within markets. This is th read more..

Atlantic Capital Management

Actively Managing Passive Investments

Exchange-traded funds, or ETFs, are a popular and effective investment product utilized by many individual and institutional investors. Generally speaking, an ETF fund models the performance of a read more..

Atlantic Capital Management

3 Reasons You Are at Risk for an IRA Audit

While it still feels very much like winter here in the Northeast, weather forecasters and the calendar assure us that Spring will, indeed, get here soon. With the arrival of the first robin in the fro... read more..

Atlantic Capital Management

Want Investment Success? Stay Invested

As we’ve discussed in previous articles, there is no shortage of investment advice for maximizing portfolio returns using techniques that range from “cutting-edge” to “downright crazy.” Timing the m read more..

Atlantic Capital Management

Quick Thoughts on the Fed's Continued "Quantitative Easing"

As predicted by many market-watchers, the Federal Open Market Committee announced on January 29 that it would continue to cut its monthly bond purchases. Citing the continued moderate expansion of the... read more..

Atlantic Capital Management

Women and Financial Independence

As we discussed in last year’s article on the growing increase in life expectancy (“Financial Security for Longer Life Expectancy” ), Americans are living longer. Women in particular are living we read more..

Atlantic Capital Management

Managing Debt and Discretionary Spending as an Investment Strategy

If you are like most Americans, you probably don’t have a good sense for how you actually spend your money on a month-to-month basis. Sure, you probably know the precise amount of your mortgage paym read more..

Atlantic Capital Management

Should You Choose A Family Member as a Trustee?

For most people, the concept of “estate planning” at its most basic level is usually associated with the process of drafting a last will and testament, which governs the disbursement of assets to read more..

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