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Head Fake


A banking crisis, the debt ceiling, recessionary fears, and increasing global tensions are reasons investors are fearful. Yet you may have noticed that the US stock market has been acting kind of strange lately. So, let’s talk about what is happening with the US stock market – specifically large-cap stocks – many people think of the S&P 500.

In god we trust

First Quarter 2023, the economy and the market

A brief review of the economy and some asset classes performance for Q12023.

Man with Questions

Investment Decisions When Returns are Uncertain

Every investment decision has consequences; only the future will determine if it is a good decision. Due to the uncertainty of the markets and while many try to forecast the future, they have yet to achieve success consistently or reliably. 

Laura Mattia To Participate in 5-Part Divorce 101 Workshop Series

WOMEN’S RESOURCE CENTER SARASOTA (February 10, 2023) — This free, in-person series explores Florida divorce law, how to claim financial power, and ways to change the emotional dynamic with a divorce. Laura’s “Financial Workshop” session on Feb. 22 explores financial decisions that need to be made and how to claim your financial power. It will be held at the Women’s Resource Center, 340 S Tuttle Ave, Sarasota, FL. Register at mywrc.org/divorce101.

southeastern soundings

Laura Mattia Mentioned in Southeastern Soundings

Dr. Laura Mattia, CEO of Atlas Fiduciary, was mentioned in Southeastern Soundings for her recent appointment to the Board of Directors of the Community Foundation of Sarasota County.

P946873 ^SPXTR P941846 chart

The Year in Review: 2022

The past year was challenging with high interest rates and inflation, recession fears and a war which set the stage for nervous investors and downward markets. While all the major equity and fixed income asset classes were down, alternative “enhancer” asset classes had mixed results, supporting a well-diversified portfolio. In addition, a tilt towards quality and value further protected portfolios from experiencing the full decline of the markets.

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