Posts by atpw_admin

May 2019 Special Report: Weighing the Evidence, Once Again

Greetings, In September, we posted a Special Report (“Weighing the Evidence, Revisted”) The paper’s intent was to share with the readers my list of readily observable market conditions considered to be “Pros” and “Cons”. This special May 2019 report updates and contrasts current economic conditions, market fundamentals, geopolitical, and/or political climates. Read the full article in the downloadable PDF »
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April 2019 Special Report: Tax Freedom Day

Greetings, It should be no surprise to the reader of this essay that as a Wealth Manager, I serve affluent, or “wealthy” families, by assisting them in the management of their investible assets and estates.  It’s been my privilege to do so for more than three decades. This special April 2019 report explores the idea of a “tax-freedom day”. Read the full article in the downloadable PDF »
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Thought Leadership: What Do Your Clients Think You Do?

Time was when most clients looked at their financial advisers or financial planners with starry eyes, as well. The advent of the internet age and the avalanche of information available to the average retail client at the click of a mouse button or the swipe of a finger mean those days have largely come to an end.   Read the full article in the downloadable PDF »
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