Atlantic Wealth Advisors

06/09/2026

Planning for the future means more than finances alone. Join us for our upcoming workshop, Planning with a Purpose: Customized Care for Older Adults, facilitated by SAGE Solutions.

This informative client event will explore how SAGE supports older adults and families through important healthcare and life-planning decisions, while working alongside financial advisors and estate attorneys to help create a more coordinated strategy for the future.

We look forward to an engaging conversation focused on thoughtful planning, peace of mind, and preparing for the future with confidence.

06/08/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

06/05/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

06/03/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

06/03/2026

☀️ Hello June! As we move into the second half of the year, now is a smart time to revisit the financial landscape and consider how recent activity might shape your planning opportunities.

In our newest Market Thoughts video, we break down key trends and insights to help you stay focused on your long-term goals.

🎥 Watch here: atlanticwa.com/market-news

06/01/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

05/29/2026

🇺🇸 We remember and honor those who have served and sacrificed for our country.

Wishing you a safe long weekend with family and friends.

05/29/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

05/27/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.