Atlas Fiduciary Financial Blog

Bonds Part 1 : Why Should You Hold Bonds?

Bonds are an important part of your portfolio even in a low-rate environment. Here we begin a multipart discussion of bonds with the basics – why they are important.

Forgetting Small-Cap Stock Is a Mistake (Video)

The small cap asset class represents companies with a relatively small market capitalization. Recall from prior posts that a company’s market capitalization is the market value of its outstanding shares. Companies are typically divided according to market capitalization: large-cap ($10 billion or more), mid-cap ($2 billion to $10 billion), and small-cap ($300 million to $2 …

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Should I invest in a SPAC? (Video)

A discussion around IPO investing (see blog on what is an IPO? ) can lead to a discussion around SPAC investing.  In fact, there seems to be even more frenzy around SPACs, an alternative to the traditional IPOs this year as the amount of money and the number of SPACS outpace the traditional process.  According to the …

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