At Atlas Wealth Advisers, we believe that educating our clients is an important part of the financial planning process. To be proactive in this, we started a blog to post relevant information each week to keep our clients up-to-date in the financial world. We'll even throw some fun facts in there from time to time, so be sure to keep checking in. Have a question about something specific? E-mail us at info@awateam.com and we will respond and post articles to the blog in case others have similar questions! We are glad to have you reading along.
Wednesday, April 15, 2026
Office Updates and EventsIt’s been a busy start to the year! Please join us in welcoming Justin Hanson, who joined the team in April. Get to know him by reading his full bio on the website.Congratulations to Nick for passing both the...
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Wednesday, January 14, 2026
2025 Q4 NEWSLETTEROffice Updates and EventsWe brought on new Paraplanner in October; see Nick’s bio here!Trusted ContactsWe are encouraging everyone to share a “trusted contact” with us.Who is a Trusted Contact?This is someone close to...
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Monday, December 1, 2025
See below for 'Cost of Living Adjustments', otherwise known as COLA for 2026 for retirement plan contributions. 2026 COLA Adjustments If you have any questions, please feel free to call the office at 608-827-8881. Thanks.
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Wednesday, October 8, 2025
See below for the Q2 Market Review and read about what the markets did during that time, some of the major economic news, and what economists have their eyes on for the year ahead. 2025 Q3 Market Review
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Wednesday, October 8, 2025
The One Big Beautiful Bill provides for the establishment of a Trump Account on behalf of every eligible American child born after January 1, 2025 through December 31, 2028, for whom an election is made. The federal government will...
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Monday, July 14, 2025
See below for the Q2 Market Review and read about what the markets did during that time, some of the major economic news, and what economists have their eyes on for the year ahead. 2025 Q2 Market Review
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Thursday, April 10, 2025
Q1 NEWSLETTER Office Updates and Events Our annual Shred Event will take place May 7th @ 3PM at our office. See here for more details and to RSVP! Stay tuned for other events to be announced later this summer/fall! TariffsThe big...
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Tuesday, April 8, 2025
See attached for the Q3 Market Review and read about what the markets did during that time, some of the major economic news, and what economists have their eyes on for the year ahead. 2025 Q1 Market Review
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Tuesday, April 8, 2025
With all of the movement and concerns in the market this pas week, we thought that we would also share a 'Market Week' article on top of our normal quarterly update. See below for that link: Market Week Reach out to the office if you...
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Tuesday, January 14, 2025
See attached for the 2024 Annual Market Review and read about what the markets did last year. The Atlas Team hopes you had a wonderful 2024, and look forward to hearing from you in 2025! 2024 Annual Market Review
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Tuesday, October 1, 2024
See attached for the Q3 Market Review and read about what the markets did during that time, some of the major economic news, and what economists have their eyes on for the year ahead.
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Wednesday, September 11, 2024
See below for another informational piece when it comes to investing and how it relates to the upcoming election: Presidential elections matter but not so much when it comes to your investments | Vanguard
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Thursday, August 1, 2024
Creating a business can come with a lot of questions. See below for an article that goes into the pros and cons of using a Limited Liability Company (LLC) for that. Limited Liability Companies
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Friday, July 19, 2024
See attached for the Q2 Market Review and read about what the markets did during that time, some of the major economic news, and what economists have their eyes on for the year ahead.
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Wednesday, April 17, 2024
Please see attached for the 'Guide to Investing in an Election Year'. This is a piece that Capital Group puts out with lots of useful information! Contact us if you have any questions.
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Monday, April 15, 2024
See attached for the Q1 Market Review and read about what the markets did during that time, some of the major economic news, and what economists have their eyes on for the year ahead.
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Monday, April 1, 2024
After gaining attention in the last couple of years, some investors still ask, "What is an I-Bond?". See below for article diving a little deeper into what and I-Bond is, and how you can purchase them. Click here for Blog Post If you...
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Tuesday, March 5, 2024
The topic for this month's blog post is about Small Business Owners, and some specific financial planning tips that relate to them. View Blog Post Here If you want to know more about a specific topic, let me know, and maybe you'll see...
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Thursday, February 1, 2024
Hello, my name is Doug Belt, and I recently joined the Atlas Wealth Advisers Team! I will be writing up a monthly blog post on different topics that interest me in the financial world. My first post is specific to CRNAs and...
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Monday, January 29, 2024
Please see below for the link to our quarterly newsletter. Find out about some exciting updates we had here at Atlas in 2023, and what we are looking forward to in 2024! AWA Market Pulse
Read MorePlease see below for the 2023 Market Review. The Atlas team hopes you had a wonderful 2023, and we look forward to hearing from you in 2024! 2023 Market Review
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Monday, October 9, 2023
Where did the summer go?! Click the link below to take a moment to review what the markets did for the 2nd Quarter in 2023, some of the major economic news, and what economist have their eyes on for the month ahead. 2023 - Q3 Market Review
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Tuesday, October 26, 2021
Some exciting news with the Atlas Wealth Advisers team that we want to share with you! We've moved into your new office space, and love it. The team has been growing in numbers over the past few years, so we needed some additional...
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Thursday, July 8, 2021
Click the link below to take a moment to review what the markets did for the 2nd Quarter in 2021, some of the major economic news, and what economist have their eyes on for the month ahead. Q2 Market Review
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Thursday, May 2, 2019
Sticking to a budget can be a daunting task, but creating a plan, and sticking to it can help you understand where your money is going each month. Evaluate your current spending and saving habits, and see which areas you can improve...
Read MoreThe last Market Week Monday of April. Take a look at what the markets did to wrap up this month, and what economist have their eyes on in the next week and month to come.
Read MoreThe House Ways and Means Committee recently passed the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act).This bill includes a number of measures designed to strengthen retirement savings. With regard to...
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Wednesday, April 24, 2019
Take a look at the market from last week, and what professionals have their eyes on for the week ahead.
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Monday, April 8, 2019
Find out what happened in the markets last week, and what to watch for this week.
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Tuesday, April 2, 2019
As the first quarter of 2019 wraps up, take a look at how the markets have bounced back from the end of 2018.
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Monday, April 1, 2019
Take a look at what the economy did in February, and what is expected as the first quarter of 2019 comes to an end.
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Monday, April 1, 2019
Find out what happened in the markets last week, and what to watch for this week.
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Wednesday, March 27, 2019
With almost everything today being done electronically, it is important to take steps to safeguard your personal and financial information online. Read this quick article to learn a few tips to keep yourself protected against identity...
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Monday, March 25, 2019
Find out what happened in the markets last week, and what to watch for this week.
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Tuesday, March 19, 2019
Find out what happened in the markets last week, and what to watch for this week.
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Tuesday, March 12, 2019
You have until April 15th to make a contribution to your IRAs for 2018. Talk to your adviser to maximize your prior year contributions. Still Time to Make a 2018 IRA Contribution
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