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Monthly Archive
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2017
Welcome to our Archives page. On this page you will find a total of
24
of our articles broken down into Months and Years.
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2020 (2)
January 2020 (2)
2019 (26)
December 2019 (1)
November 2019 (3)
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June 2019 (2)
May 2019 (4)
April 2019 (1)
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January 2019 (1)
2018 (23)
December 2018 (1)
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October 2018 (2)
September 2018 (3)
August 2018 (2)
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May 2018 (2)
April 2018 (2)
March 2018 (1)
February 2018 (1)
January 2018 (3)
2017 (24)
December 2017 (1)
November 2017 (2)
October 2017 (1)
September 2017 (2)
August 2017 (3)
July 2017 (2)
June 2017 (3)
May 2017 (2)
April 2017 (2)
March 2017 (3)
February 2017 (2)
January 2017 (1)
2016 (24)
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2015 (15)
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2014 (18)
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2013 (12)
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November 2013 (1)
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July 2013 (2)
June 2013 (1)
April 2013 (1)
2012 (3)
August 2012 (1)
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June 2012 (1)
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Atlantic Capital Management
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Chris Tobey (12)
William C. Newell (12)
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05 Dec
Atlantic Capital Management
Chris Tobey
2175
Is Your Company's Retirement Plan as Good as It Could Be?
Many plans need refining. Others need to avoid conflicts with Department of Labor rules. At times, running your business takes every ounce of energy you have. Whether you have a human resources offic
...
read more..
16 Nov
Atlantic Capital Management
William C. Newell
2336
Are There Blind Spots in Your Insurance Plan?
Deficient coverage may cost you someday. Many households and businesses are insufficiently insured. The problem is not necessarily the quality of coverage, but the breadth and depth of it. Your own b
...
read more..
09 Nov
Atlantic Capital Management
Chris Tobey
2146
Questions After the Equifax Data Breach
Consumers may be at risk for many years. How long should you worry about identity theft in the wake of the Equifax hack? The correct answer might turn out to be “as long as you live.” If your persona
...
read more..
06 Oct
Atlantic Capital Management
William C. Newell
2358
Financial Priorities Young Families Should Address
Wise money moves for parents under 40. As you start a family, you start to think about certain financial matters. Before you became a mom or dad, you may not have thought about them much, but
...
read more..
25 Sep
Atlantic Capital Management
Chris Tobey
2265
Why You Should Stay Invested Through Tense Times
Crises pass, and markets eventually regain equilibrium. We have seen some uneasy times lately. Uneasiness impacts the financial markets. When it does, we all need to keep some long-term persp
...
read more..
14 Sep
Atlantic Capital Management
William C. Newell
2285
An Estate Plan or a Wealth Transfer Strategy?
Basic estate planning documents may not communicate your intentions. There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary e
...
read more..
25 Aug
Atlantic Capital Management
Chris Tobey
2330
Talking to Your Kids About Your Wealth
How can you convey its importance and its meaning? Are you an owner of a thriving business or a medical or legal practice? Are you a highly paid executive? If you have children, at some point they ma
...
read more..
16 Aug
Atlantic Capital Management
William C. Newell
2416
Will You Really Be Able to Work Longer?
You may assume you will. That assumption could be a retirement planning risk. How long do you think you will work? Are you one of those baby boomers (or Gen Xers) who believes he or she can work past
...
read more..
02 Aug
Atlantic Capital Management
William C. Newell
2462
Saving More Money, Now & Later
You could save today & tomorrow, often without that penny-pinching feeling. Directly & indirectly, you might be able to save more per month than you think. Hidden paths to greater savings can
...
read more..
26 Jul
Atlantic Capital Management
Chris Tobey
2662
Why Retirees Need Good Credit Scores
Careers & businesses end, but the need to borrow remains. We spend much of our adult lives working, borrowing, and buying. A good credit score is our ally along the way. It retains its importance
...
read more..
13 Jul
Atlantic Capital Management
William C. Newell
2381
Beware of Emotions Affecting Your Money Decisions
Today’s impulsive moves could breed tomorrow’s regret When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we shoul
...
read more..
29 Jun
Atlantic Capital Management
Chris Tobey
2396
The Real Cost of College
It may not be what you think. How much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colleges may be cheaper than you
...
read more..
08 Jun
Atlantic Capital Management
William C. Newell
2504
How Will You Spend Your Retirement Savings?
Keep an eye on where it goes, as some destinations may be better than others. You can probably envision how most of your retirement money will be spent. Much of it will be used on living expenses, he
...
read more..
01 Jun
Atlantic Capital Management
Chris Tobey
2508
The Importance of Financial Literacy
Too few Americans understand personal finance fundamentals. If only money came with instructions. If it did, the route toward wealth would be clear and direct. Unfortunately, many people have inadequ
...
read more..
25 May
Atlantic Capital Management
William C. Newell
2510
What Are Your Odds of Being Audited?
They are low, unless you show the I.R.S. some conspicuous “red flags” on your return. Fewer than 1% of Americans have their federal taxes audited. The percentage has declined recently due
...
read more..
05 May
Atlantic Capital Management
Chris Tobey
2631
Key Estate Planning Mistakes to Avoid
Too many people make these common errors. Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While i
...
read more..
26 Apr
Atlantic Capital Management
William C. Newell
2564
The 60-Day IRA Rollover Rule
Will it apply to your retirement savings distribution? If you receive a distribution from your IRA or workplace retirement plan, what will you do with it? You will probably want to arrange an IRA rol
...
read more..
12 Apr
Atlantic Capital Management
Chris Tobey
2498
When Someone Dies Without a Will
Where do things proceed from that point? Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates. When n
...
read more..
28 Mar
Atlantic Capital Management
William C. Newell
2502
Managing Money Well as a Couple
What are the keys in planning to grow wealthy together? When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may chang
...
read more..
16 Mar
Atlantic Capital Management
Chris Tobey
2638
Active & Passive Investment Management
What do each of these terms really mean? Investment management can be active or passive. Sometimes, that simple, fundamental choice can make a difference in portfolio performance. During a particula
...
read more..
08 Mar
Atlantic Capital Management
William C. Newell
2579
Worried About What Might Happen to Bonds?
If you plan to hold yours to maturity, the fluctuation in their market values need not be worrisome. Are tough times ahead for the bond market? Some investors think so. U.S. monetary policy is tighte
...
read more..
16 Feb
Atlantic Capital Management
Chris Tobey
2743
The Cross-Purchase Buy-Sell Agreement
A plan for sustaining the business you have built after your death. Business owners are builders. They spend their lives building firms to provide goods and services to their clients, and those firms
...
read more..
03 Feb
Atlantic Capital Management
William C. Newell
2748
Could You Create Your Own Pension Plan?
SBOs are taking a new look at old-school defined benefit plans. Contrary to popular belief, classic pension plans have not disappeared. Corporations have mostly jettisoned them, but highly profitable
...
read more..
25 Jan
Atlantic Capital Management
Chris Tobey
2549
Saving $1 Million for Retirement
How can you plan to do it? What kind of financial commitment will it take? How many of us will retire with $1 million or more in savings? More of us ought to – in fact, more of us may need to,
...
read more..
Results 1 - 24 of 24
Our Blog
2020
(2 articles)
January 2020
(2 articles)
2019
(26 articles)
December 2019
(1 article)
November 2019
(3 articles)
October 2019
(2 articles)
September 2019
(2 articles)
August 2019
(2 articles)
July 2019
(3 articles)
June 2019
(2 articles)
May 2019
(4 articles)
April 2019
(1 article)
March 2019
(3 articles)
February 2019
(2 articles)
January 2019
(1 article)
2018
(23 articles)
December 2018
(1 article)
November 2018
(2 articles)
October 2018
(2 articles)
September 2018
(3 articles)
August 2018
(2 articles)
July 2018
(2 articles)
June 2018
(2 articles)
May 2018
(2 articles)
April 2018
(2 articles)
March 2018
(1 article)
February 2018
(1 article)
January 2018
(3 articles)
2017
(24 articles)
December 2017
(1 article)
November 2017
(2 articles)
October 2017
(1 article)
September 2017
(2 articles)
August 2017
(3 articles)
July 2017
(2 articles)
June 2017
(3 articles)
May 2017
(2 articles)
April 2017
(2 articles)
March 2017
(3 articles)
February 2017
(2 articles)
January 2017
(1 article)
2016
(24 articles)
December 2016
(3 articles)
October 2016
(2 articles)
September 2016
(2 articles)
August 2016
(3 articles)
July 2016
(1 article)
June 2016
(1 article)
May 2016
(2 articles)
April 2016
(2 articles)
March 2016
(4 articles)
February 2016
(2 articles)
January 2016
(2 articles)
2015
(15 articles)
December 2015
(1 article)
November 2015
(1 article)
October 2015
(2 articles)
September 2015
(2 articles)
August 2015
(1 article)
July 2015
(1 article)
June 2015
(1 article)
May 2015
(1 article)
April 2015
(1 article)
March 2015
(1 article)
February 2015
(2 articles)
January 2015
(1 article)
2014
(18 articles)
December 2014
(1 article)
November 2014
(2 articles)
October 2014
(2 articles)
September 2014
(1 article)
August 2014
(1 article)
July 2014
(2 articles)
June 2014
(2 articles)
May 2014
(1 article)
March 2014
(2 articles)
February 2014
(2 articles)
January 2014
(2 articles)
2013
(12 articles)
December 2013
(2 articles)
November 2013
(1 article)
October 2013
(2 articles)
September 2013
(1 article)
August 2013
(2 articles)
July 2013
(2 articles)
June 2013
(1 article)
April 2013
(1 article)
2012
(3 articles)
August 2012
(1 article)
July 2012
(1 article)
June 2012
(1 article)