Financial Advisors

Selecting a Financial Advisor

Selecting a Financial Advisor: Designations and Education That Matter (Interviewed Video)

In our previous blog/video we discussed the regulation (or lack thereof) of people who call themselves financial planners. That issue is intimately related to the lack of any formal requirement that financial planners have a designation or some other evidence that they have the education one would think is necessary to advise consumers competently. We …

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Beware Financial Planners are Not Regulated

Beware Financial Planners are Not Regulated (Interviewed Video)

You recognize how difficult it is to find a financial advisor you can trust but do you know why it is so difficult?  The reasons are plentiful and complex.  We are going to try to do our best to unravel the complexity and it starts at the top with how financial advisors are regulated. Although …

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Steve Discusses How Atlas is Different Education Experience and Approach

Steve Discusses How Atlas is Different; Education, Experience and Approach (Video)

Video and Blog Follows Below Steve discusses his role at Atlas, how we are different and our approach to investment management. The format for the video is question and answer: What is your role in the firm? I am a principle in the firm and the portfolio manager. As PM I head the investment committee …

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