Monthly Archive

2019

Welcome to our Archives page. On this page you will find a total of 15 of our articles broken down into Months and Years.
Atlantic Capital Management
Chris Tobey
6

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..

Atlantic Capital Management
William C. Newell
47

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..

Atlantic Capital Management
Chris Tobey
75

Atlantic Capital Management
Chris Tobey
68

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..

Atlantic Capital Management
William C. Newell
94

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..

Atlantic Capital Management
Chris Tobey
103

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..

Atlantic Capital Management
William C. Newell
116

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..

Atlantic Capital Management
Chris Tobey
107

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..

Atlantic Capital Management
William C. Newell
134

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..

Atlantic Capital Management
Chris Tobey
194

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..

Atlantic Capital Management
William C. Newell
226

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..

Atlantic Capital Management
Chris Tobey
274

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..

Atlantic Capital Management
William C. Newell
321

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..

Atlantic Capital Management
Chris Tobey
335

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..

Atlantic Capital Management
William C. Newell
411

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 - 15 of 15

Our Blog

2019

(15 articles)

2018

(23 articles)

2017

(24 articles)

2016

(24 articles)

2015

(15 articles)

2014

(18 articles)

2013

(12 articles)

2012

(3 articles)