The Atlas Planning Group

05/27/2025

01/26/2024

As you prepare to file your 2023 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan.

www.morganstanley.com

01/25/2024

In 2024, make yourself a priority. Reserved Living & Giving offers discounts on top health and wellness brands for a happier, healthier you!

msreserved.com

01/08/2024

The S&P 500 Index rallied today as tech rallies and one-year inflation expectations reach their lowest point since January 2021. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

12/21/2023

Social Media: Following yesterday's setback, the S&P rallied after macroeconomic data gave more traction to the soft-landing narrative. Read more in The 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

12/20/2023

US equities ended lower today, as Treasury yields continued to decline, with the 10-year yield now down more than 40 bp in December. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

12/19/2023

It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.

Reduce the risk of fraud and help ensure your money is going to a deserving charity instead of a devious criminal by following these tips.

12/13/2023

The S&P 500 Index increased, as the Fed's December "dot plot" sent dovish signals to investors.

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

12/01/2023

Need holiday gift inspiration? Our Gifts for Good guide features socially conscious organizations that give back. https://bit.ly/3N7RDRq

11/14/2023

Social Media: The S&P 500 moved higher today on the back of softer-than-expected CPI data. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

11/13/2023

It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.

Cybercriminal activity continues to evolve. Stay up-to-date about common schemes you might encounter so you can help prevent fraud.