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Monthly Archive
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2018
Welcome to our Archives page. On this page you will find a total of
23
of our articles broken down into Months and Years.
- All Months & Years -
2020 (2)
January 2020 (2)
2019 (26)
December 2019 (1)
November 2019 (3)
October 2019 (2)
September 2019 (2)
August 2019 (2)
July 2019 (3)
June 2019 (2)
May 2019 (4)
April 2019 (1)
March 2019 (3)
February 2019 (2)
January 2019 (1)
2018 (23)
December 2018 (1)
November 2018 (2)
October 2018 (2)
September 2018 (3)
August 2018 (2)
July 2018 (2)
June 2018 (2)
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)
December 2016 (3)
October 2016 (2)
September 2016 (2)
August 2016 (3)
July 2016 (1)
June 2016 (1)
May 2016 (2)
April 2016 (2)
March 2016 (4)
February 2016 (2)
January 2016 (2)
2015 (15)
December 2015 (1)
November 2015 (1)
October 2015 (2)
September 2015 (2)
August 2015 (1)
July 2015 (1)
June 2015 (1)
May 2015 (1)
April 2015 (1)
March 2015 (1)
February 2015 (2)
January 2015 (1)
2014 (18)
December 2014 (1)
November 2014 (2)
October 2014 (2)
September 2014 (1)
August 2014 (1)
July 2014 (2)
June 2014 (2)
May 2014 (1)
March 2014 (2)
February 2014 (2)
January 2014 (2)
2013 (12)
December 2013 (2)
November 2013 (1)
October 2013 (2)
September 2013 (1)
August 2013 (2)
July 2013 (2)
June 2013 (1)
April 2013 (1)
2012 (3)
August 2012 (1)
July 2012 (1)
June 2012 (1)
- Ordering -
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- Select Category -
Atlantic Capital Management
- Select Author -
Chris Tobey (11)
William C. Newell (12)
Search
19 Dec
Atlantic Capital Management
Chris Tobey
1764
No, That Is Not the I.R.S. Calling
Watch out for crooks impersonating I.R.S. agents (and financial industry professionals). Do you know how the Internal Revenue Service contacts taxpayers to resolve a problem? The first step is almost
...
read more..
27 Nov
Atlantic Capital Management
William C. Newell
1629
Investing Means Tolerating Some Risk
That truth must always be recognized. When financial markets have a bad day, week, or month, discomforting headlines and data can
...
read more..
19 Nov
Atlantic Capital Management
Chris Tobey
1588
Your Diversified Portfolio vs. the S&P 500
How global returns and proper diversification are affecting overall returns. “Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors somet
...
read more..
18 Oct
Atlantic Capital Management
William C. Newell
1659
Filling out the FAFSA
There is really no reason to wait. October is here – the ideal time for college students to apply for financial aid. October 1, in fact, marks the first day a current or future college student can s
...
read more..
12 Oct
Atlantic Capital Management
Chris Tobey
1816
Smart Financial & Insurance Moves for New Parents
As you start a family, consider these ideas. Being a parent means being responsible to a degree you never have been before. That elevated responsibility also impacts your financial decisions.
...
read more..
27 Sep
Atlantic Capital Management
William C. Newell
1752
Market Timing
Riding all of the stock market’s ups – and none of its downs – is a popular fantasy. Who wouldn’t want to skip rough patches such as early 2018, late 2015 or all of 2008? Alas, it’s impossible.
...
read more..
14 Sep
Atlantic Capital Management
Chris Tobey
1604
Save & Invest Even if Money Is Tight
For millennials, today is the right time. If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you r
...
read more..
06 Sep
Atlantic Capital Management
William C. Newell
1781
The Snowball Effect
Save and invest, year after year, to put the full power of compounding on your side. Have you been saving for retirement for a decade or more? In the foreseeable future, something terrific is likely
...
read more..
27 Aug
Atlantic Capital Management
Chris Tobey
1744
Leaving a Legacy to Your Grandkids
Now is the time to explore the possibilities. Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. A family legacy can have
...
read more..
20 Aug
Atlantic Capital Management
William C. Newell
1757
Retirement blues: Taking it too easy can be hard on you
It might seem like retirement is a time to take it easy and devote yourself to gardening, golfing, and napping. But don't take it too easy, say Harvard experts. For optimal well-being, you need to sta
...
read more..
26 Jul
Atlantic Capital Management
William C. Newell
1698
Should Couples Combine Their Finances?
To consolidate or not: that is the question. Some couples elect to consolidate their personal finances, while others largely keep their financial lives separate. What choice might suit your household
...
read more..
11 Jul
Atlantic Capital Management
Chris Tobey
1685
Who Is Your Trusted Contact?
This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you want to provide the name and i
...
read more..
28 Jun
Atlantic Capital Management
William C. Newell
1719
The Case for Women Working Past 65
Why striving to stay in the workforce a little longer may make financial sense. The median retirement age for an American woman is 62. The Federal Reserve says so in its most recent Survey of Househ
...
read more..
07 Jun
Atlantic Capital Management
Chris Tobey
1811
A Retirement Gender Gap
Why a middle-class woman may end up less ready to retire than a middle-class man. What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than th
...
read more..
25 May
Atlantic Capital Management
William C. Newell
1828
Facts About Refinancing
Even with interest rates rising, you may want to explore the possibilities. In the first quarter of 2018, the refinance share of home loan applications in the U.S. fell to 40%, the lowest in ten year
...
read more..
16 May
Atlantic Capital Management
Chris Tobey
1839
Avoid These Life Insurance Missteps
Shop wisely when you look for coverage. Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-t
...
read more..
12 Apr
Atlantic Capital Management
William C. Newell
1864
Good Reasons to Retire Later
Working longer might work out well for you. Are you in your fifties and unsure if you have enough retirement savings? Then you have two basic financial choices. You could start saving and investing m
...
read more..
04 Apr
Atlantic Capital Management
Chris Tobey
1985
Wise Money Moves Young Women Can Make
Want a better financial future for yourself? Act now. As a young woman, you have an opportunity to make some major financial strides. You truly have time on your side when it comes to investing, savi
...
read more..
20 Mar
Atlantic Capital Management
William C. Newell
2034
The Value of a Stop-Loss Strategy
Why you may want to have one in place in any market climate. What is a stop-loss strategy, and how can it potentially aid an investor? Savvy investors use stop-loss orders as a kind of “insurance” a
...
read more..
07 Feb
Atlantic Capital Management
Chris Tobey
2190
Bad Money Habits to Break in 2018
Behaviors worth changing for the New Year. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb
...
read more..
26 Jan
Atlantic Capital Management
William C. Newell
2202
The Major Retirement Planning Mistakes
Why are they made again and again? Much has been written about the clas
...
read more..
17 Jan
Atlantic Capital Management
Chris Tobey
2102
Should We Reconsider What "Retirement" Means?
The notion that we separate from work in our sixties may have to go. An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a churc
...
read more..
03 Jan
Atlantic Capital Management
William C. Newell
2308
Talking to Your Heirs about Your Estate Plan
They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth.
...
read more..
Results 1 - 23 of 23
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)