Monthly Archive

2019

Welcome to our Archives page. On this page you will find a total of 25 of our articles broken down into Months and Years.
Retiring Single
Atlantic Capital Management
William C. Newell
1

Retiring Single

You will want to replace your income; you will also want to stay socially engaged.   About 6% of Americans 65 and older have never married. That statistic comes from a 2018 Census Bureau report... read more..
How to Choose a Financial Advisor
Atlantic Capital Management
Chris Tobey
39
How to Choose a Financial Advisor
Atlantic Capital Management
Chris Tobey
0
Your Extended Care Strategy
Atlantic Capital Management
William C. Newell
60

Your Extended Care Strategy

Are you prepared for the possibility – and expense – of eldercare?   Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to th... read more..
What are Required Minimum Distributions and How Are They Determined?
Atlantic Capital Management
Chris Tobey
68
Why Having a Financial Professional Matters
Atlantic Capital Management
Chris Tobey
85

Why Having a Financial Professional Matters

A good professional provides important guidance and insight through the years.   What kind of role can a financial professional play for an investor? The answer: a very important one. While the... read more..
Your Changing Definition of Risk in Retirement
Atlantic Capital Management
William C. Newell
104

Your Changing Definition of Risk in Retirement

Some things to consider.   During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe... read more..
What's Your Risk Tolerance?
Atlantic Capital Management
Chris Tobey
120
Smart Financial Moves in Your 20s, 30s, 40s, & 50s
Atlantic Capital Management
William C. Newell
145

Smart Financial Moves in Your 20s, 30s, 40s, & 50s

The right moves for every age.   Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways ... read more..
5 Common Mistakes to Avoid in Retirement
Atlantic Capital Management
Chris Tobey
165
Diversification, Patience, and Consistency
Atlantic Capital Management
Chris Tobey
194

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.   Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. Th... read more..
The Gift Tax
Atlantic Capital Management
William C. Newell
193

The Gift Tax

Not all gifts are taxable. I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying his retirement. Some of what he’s enjoying about his retirement... read more..
Protect Your Portfolio With Diversification
Atlantic Capital Management
Chris Tobey
223
Can an IRA Be a College Savings Vehicle?
Atlantic Capital Management
Chris Tobey
212

Can an IRA Be a College Savings Vehicle?

You might be surprised at its potential. An IRA is a retirement savings account, right? Indeed. IRA stands for Individual Retirement Arrangement. Even with that definition, however, there is no prohi... read more..
Is Term Life Insurance for You?
Atlantic Capital Management
William C. Newell
242

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.   Term insurance is the simplest form of life insurance. It provides temporary life insurance protection on a limited... read more..
Major Risks to Family Wealth
Atlantic Capital Management
Chris Tobey
238

Major Risks to Family Wealth

Will your accumulated assets be threatened by them?   All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why d... read more..
Ten Years, Tremendous Gains
Atlantic Capital Management
William C. Newell
248

Ten Years, Tremendous Gains

  A look at where stocks were in 2009 and how they have performed since. Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at t read more..
Insurance When You're Young and Single
Atlantic Capital Management
Chris Tobey
245

Insurance When You're Young and Single

Coverage can be a great comfort, even in youth. The transition to adulthood is an exciting new stage that marks true independence. You may have graduated from college, taken your first job, and even,... read more..
Do Our Biases Affect Our Financial Choices?
Atlantic Capital Management
William C. Newell
264

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors are prone to their influence. Investors are routinely warned about allowing their emotions to influence their decisions. They are less routinely cautioned about letti... read more..
Could Assumptions Harm Your Retirement Strategy?
Atlantic Capital Management
Chris Tobey
344

Could Assumptions Harm Your Retirement Strategy?

Three common misconceptions to think about. 1 – Assuming retirement will last 10-15 years. When Social Security was created in the 1930s, the average American could anticipate living to age 58 as a... read more..
Strategic vs. Tactical Investing
Atlantic Capital Management
William C. Newell
393

Strategic vs. Tactical Investing

How do these investment approaches differ? Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe the same investme... read more..
Value vs. Growth Investing
Atlantic Capital Management
Chris Tobey
441

Value vs. Growth Investing

There are those who favor value and those who favor growth. You might be initially confused by these terms or even suspect they aren’t that different in terms of what each model offers you as an inve... read more..
Putting a Price Tag on Your Health
Atlantic Capital Management
William C. Newell
491

Putting a Price Tag on Your Health

Being healthy not only makes you feel good, it may also help you financially.   We constantly hear how important it is to maintain a healthy lifestyle. That is not always easy, especially i... read more..
Traditional vs. Roth IRAs
Atlantic Capital Management
Chris Tobey
528

Traditional vs. Roth IRAs

Perhaps both traditional and Roth IRAs can play a part in your retirement plans. IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a signifi... read more..
Understanding Homeowners Insurance
Atlantic Capital Management
William C. Newell
585

Understanding Homeowners Insurance

What all new and prospective homeowners need to know. If you arrange a mortgage, your lender will want you to have homeowners insurance. This coverage is critical for protecting your home and perso... read more..
Results 1 - 25 of 25

Our Blog

2019

(25 articles)

2018

(23 articles)

2017

(24 articles)

2016

(24 articles)

2015

(15 articles)

2014

(18 articles)

2013

(12 articles)

2012

(3 articles)