Monthly Archive

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.
No, That Is Not the I.R.S. Calling
Atlantic Capital Management
Chris Tobey
633

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..
Investing Means Tolerating Some Risk
Atlantic Capital Management
William C. Newell
627

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..
Your Diversified Portfolio vs. the S&P 500
Atlantic Capital Management
Chris Tobey
644

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..
Filling out the FAFSA
Atlantic Capital Management
William C. Newell
680

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..
Smart Financial & Insurance Moves for New Parents
Atlantic Capital Management
Chris Tobey
726

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..
Market Timing
Atlantic Capital Management
William C. Newell
737

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..
Save & Invest Even if Money Is Tight
Atlantic Capital Management
Chris Tobey
654

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..
The Snowball Effect
Atlantic Capital Management
William C. Newell
706

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..
Leaving a Legacy to Your Grandkids
Atlantic Capital Management
Chris Tobey
738

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..
Retirement blues: Taking it too easy can be hard on you
Atlantic Capital Management
William C. Newell
752

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..
Should Couples Combine Their Finances?
Atlantic Capital Management
William C. Newell
735

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..
Who Is Your Trusted Contact?
Atlantic Capital Management
Chris Tobey
756

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..
The Case for Women Working Past 65
Atlantic Capital Management
William C. Newell
777

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..
A Retirement Gender Gap
Atlantic Capital Management
Chris Tobey
795

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..
Facts About Refinancing
Atlantic Capital Management
William C. Newell
858

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..
Avoid These Life Insurance Missteps
Atlantic Capital Management
Chris Tobey
848

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..
Good Reasons to Retire Later
Atlantic Capital Management
William C. Newell
912

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..
Wise Money Moves Young Women Can Make
Atlantic Capital Management
Chris Tobey
926

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..
The Value of a Stop-Loss Strategy
Atlantic Capital Management
William C. Newell
979

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..
Bad Money Habits to Break in 2018
Atlantic Capital Management
Chris Tobey
1167

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..
The Major Retirement Planning Mistakes
Atlantic Capital Management
William C. Newell
1180

The Major Retirement Planning Mistakes

Why are they made again and again?                       Much has been written about the clas... read more..
Should We Reconsider What "Retirement" Means?
Atlantic Capital Management
Chris Tobey
1162

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..
Talking to Your Heirs about Your Estate Plan
Atlantic Capital Management
William C. Newell
1282

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..
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2019

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2018

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2017

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2016

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2015

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2014

(18 articles)

2013

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2012

(3 articles)